(IND) Set up automatically allocated charges for a charges code, vendor, and item combination in transactions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can define automatically allocated charges for a specific vendor, a specific charges group, or all vendors.
Click Accounts payable > Setup > Charges > Automatic charges.
In the Level field, select Line.
Press CTRL+N to create a charge for the line level.
In the Account code field, select one of the following options:
Table
Group
All
In the Vendor relation field, select the vendor account or charges group that the charges apply to.
Note
You can select a vendor account in the Vendor relation field only if Table is selected in the Account code field.
In the Item code field, select an option.
In the Item relation field, select the item or group that the miscellaneous charges apply to.
Click the Lines tab.
In the Charges code field, select the charges code to attach to the vendor relation.
Select the category, and then enter a value for the charge category.
If the charge is an assessable charge, and the assessable charge is used to calculate tax, select the Assessable value check box.
Note
When the Assessable value check box is selected, the charge amount that is calculated based on the Assessable value pct. field is not financially updated. However, the actual charges are financially accounted.
In the Assessable value pct. field, enter the percentage of the assessable charge.
Enter the other required details.