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Charge Allocation on Sales Order – New feature in Microsoft Dynamics 365 finance and Operations

saurabh bharti Profile Picture saurabh bharti 15,035 Moderator

In this blog we will see the new feature added by Microsoft recently in new release 10.0.15 version. This new feature allows us to allocate charges to Sales order line like how we allocate “Purchase order Charges”.

Earlier we did not have option to allocate charges to sales order line and this was the major ask by many of the customer. Finally, Microsoft has provided the feature to achieve the same.

Pre-Requisites: Enable feature from feature management workspace and make sure you are on 10.0.15 Version.

Let us see how we can use this:

Step-1: Create Charge Code with require setup

Step-2: Create Sales order, add lines and Add Charge

Note: Earlier Allocate charge option was not available, refer below screenshot

Step-3: Allocate Charges

Step-4: View allocated charges on lines

That it for this blog, hope this will help you to configure few of the customer’s scenario.

Thank You!!! Keep reading and sharing


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