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We have a customer where our customer requests special cleaning of the transport that is used for his delivery and they request this be shown as a seperate charge on their invoice.See example below where charge code 12 is created with VAT group set as Normal (e.g. 20% in UK)
We have added this charge code onto the trade agreement for this customer so that it default onto the sales order.See below where charge code 12 is included as a charge on the trade agreement. The Item VAT group is not editable on the trade agreement so we cannot select "Normal" at this point.
When we create the sales order it does pull the charge from the trade agreement but it changes the Item VAT group to "No VAT" which means the invoice we send to the customer is wrong and we are currently having to manually correct each order before sending.
Is there any way to setup the charge/trade agreement so that it applies 20% VAT on the sales order/invoice for Charge code 12 so we do not have to manually change the Item VAT group before invoicing.
Thank you for any suggestions
What about the other charges that you have. Do they also have the item VAT group NoVAT?
What's the default item VAT group setup in your GL parameters. Can that be responsible for this outcome?
We use a number of different charge codes and they are all OK. Most of our charges are internal accruals that do not appear on the invoice but we do have two codes that do.
02 - External freight = This is used when the customer pays for the transport and the freight cost must be included on the invoice. This works correctly and includes the correct VAT rate.
12 - Transport cleaning charge - This is used when the customer pays for special cleaning of the truck and the cost must be included on the invoice. The setup appears to be the same as the charge above but this does not include the correct VAT rate on the invoice.
I cannot see details of the 02 charge code. If the 02 code works fine, can you double check that it is really setup identical to charge code 12?
In case you cannot find a difference, ask a developer for some help what might be different in the setup of this charge code.
If 02 and 12 are setup identically then they should behave the same way.
The setup of 02 and 12 charge code appears to be identical and this has been verified by my colleague in finance.
After some further investigation I have some additional details.
When we use charge code 02 this is added manually onto the sales order line and when done this way the VAT on the invoice is calculated correctly (20% for UK)
If I use charge code 02 on a trade agreement and it defaults onto the sales order the VAT on the invoice is not calculated correctly (Changes t o 0%)
We thought that this was an issue with charge code 02 so we created new code 12 but as we are having the same issue with 12 it appears to be an AX issue.
The solutions we seem to have are:-
1. Add the charge manually to each sales order but this relies on the customer service department remembering to do this every time and this could easily be missed and then I end up having to raise credit notes et.....
2. Ask our developer to look at the issue but unfortunately our IT department says this issue does not justify the cost of asking the developer to look at it so they wont authorise it (They are not the ones who have to raise credit notes every time)
Can you think of any other possibilities?
What about the auto charges functionality?
Have you tried setting them up and tested them?
I have no experience of auto charges but I know one of my colleagues who is now retired used to use them.
Could you give me a brief explanation of what they offer?
I have setup and Auto-charge and then created a sales order for the customer that I have created the auto-charge for but when I check the sales order I cannot see any charge on the sale order line or on the sales order confirmation.
Did you set up the auto-charges for the header or line of your sales order?
Can you possibly share screenprints of your setup?
Also, did you try creating a new sales order with new lines or did you try modifying an existing sales order?
I currently add all of our charges on the line level so I did the same for the Auto-charge setup.I tried updating an existing open order and I tried creating a new sales order but I could not find the charge on the order for either.
There are two things I would recommend to check:
1) That your customer is linked to this "31" charge group
2) That the sales order is in GBP and not in a different currency
1) That your customer is linked to this "31" charge group - Could you explain by this please? The customer account is 31 and that is the customer account number I am creating the sales order against.
2) That the sales order is in GBP and not in a different currency - Yes this customer is in GBP
Ah 31 is a customer number. I thought that is a group or something.
Can you please check your AR parameters then? In the price tab there is a parameter 'find charges for lines'.
Is that one ticked?
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