(IND) Set up automatically allocated charges for customers in Accounts receivable
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
Note
This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.
You can define automatically allocated charges for a specific customer or charges group, or for all customers.
Note
On the Accounts receivable parameters form, in the leftmost pane, click Prices. Select the Find main charges and the Find charges for line checkboxesto automatically update the sales order or free text invoice with the charges, based on the setup in the Auto charges form.
Click Accounts receivable > Setup > Charges > Auto charges.
Select Main in the Level field.
Select an option in the Account code field from the following options:
Table
Group
All
Select the customer account or charges group that the charges apply to in the Customer relation field.
Select an option in the Item code field.
In the Item relation field, view the item or group that the charges are applied to.
Select the charges code and category in the Charges code and Category fields.
Enter the charges value in the Charges value field.
Select Line in the Level field.
Expand the Lines tab.
Select the category in the Category field.
Enter the charges value in the Charges value field.
View the currency code for the charges.
Select the Assessable value check box to include charges in the assessable value for the calculation of customs duty for an export order.
See also
(IND) Set up automatically allocated charges
(IND) Set up General ledger parameters for miscellaneous charges