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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / R3: How to import char...
Finance | Project Operations, Human Resources, ...
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R3: How to import charges for sales order headers?

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Posted on by Daniel Zook 847

I'm working on wrapping up our data migration schema (using DIXF/DMF) for our upgrade from R2 to R3.  We would like to import open sales order lines.  However, we also need to import MarkupTrans records for the sales order headers, and Microsoft appears to have neglected that feature in the standard data entities.

 Have you (or anyone you know) imported open sales orders using DIXF?  If so, how did you import MarkupTrans (charges) for the sales order header?  (e.g., delivery charges)

*(Note:I see there is a feature to import MarkupTrans information on the sales lines, but in our case we want to import it on the sales order header, which is where it is coming from in our R2 environment.)

Thanks in advance for any help you may be able to provide.

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

    Hi Daniel,

    You can have a look how Microsoft implemented the Markup transactions for the sales order lines. You can then create a customization by applying similar logic.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Daniel,

    Do you really want to make use of header charges?

    I think a change from R2 to R3 might be a good opportunity to think about them.

    From an accounting perspective I hate them because as soon as it comes to posting and analyzing those charges things get difficult.

    Example: How much did you charge on freight for a specific item if the freight is added as header charge and the sales order includes multiple lines with different items? When you get those questions from your finance colleagues, you quickly end up in Excel doing some manual calculations.

    If you don't get those kind of questions then you are probably fine with header charges.

    Otherwise, I would recommend rethinking their usage.

    Best regards,

    Ludwig

  • Suggested answer
    Daniel Zook Profile Picture
    Daniel Zook 847 on at

    Thanks Andre.

    I created a custom entity that allows me to import MarkupTrans (open charge transactions) on S/O and P/O headers, all from one source file, and it works well.

     If anyone is curious about the details on this, just let me know and I’ll share.

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