Pricing managgement. Auto charges

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Posted on by Peter Kulikov (N.pr...

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Hello everyone!
I continue to explore the possibilities of pricing management module and came across another weird system's behaviour. It's related to Auto charges price component.

What I've done:

1. I've created a price component code based on one customer attribute (this attribute I already use for anothe price component code - so I am sure it works and configurated correctly)

2. Also, created an /Auto Charges/ for the Header with the above price component code.

3. Finally, I've added the Auto Charges component for the price tree. During this action I came across very wierd default settings. When you create a new component for the price tree there is no /Auto Charge/ component because of default filter:

So, I cleaned it up and choose my component

After sales order creatin for the correct customer there are no charges which were added automatically.

Does someone came across the same problem and can assist me with the solution?

For now I just started to think that it is not work at all because of default filter and also because there is no information about Auto Charges in Pricing management chapter on Learn.Microsoft. But I found the personal article, where is wotks with screenshort (I did absolutelly the same configuration). The article dated in August 2023, that means author got 10.0.3 version max, and my version is 10.0.38.

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Peter Kulikov (N.pr... 378 on at

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Pricing managgement. Auto charges

Hi Anthony!

Thank you for your willingness to help!

I created only one Auto Cahrge here Pricing management > During-sales pricing > Charges setup > Auto charges and only for "Header" level. Here it is:

The Charges code I used "Charges 10". I choose the random Posting and Account in it, just for test. Looks like this:

Back to Auto Caharges form there is a "Header price attribute group" looks like (button on the top):

I think that's it. Should I set up something else?
Community member 32 on at

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Pricing managgement. Auto charges

Hi Peter

The Price component code setup looks okay. I have not come across the filtering issue you described in point 3. Typically I will pick the Price component code and 'Auto charges' will populate in the Price component field.

Can you share the Auto charges setup and I will see if I can help diagnose why charges did not apply.

Thanks
Peter Kulikov (N.pr... 378 on at

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Pricing managgement. Auto charges

Hello Hana Xue,

Thank you for your answer, unfortunately it's not what I am talking about. I know how chargers work in general, and that's exactly what article you've sent me dedicated to.
But I am working on Auto Charges that will be the part of the Price structure configured in Pricing Management module. Basicly they are almost the same as in Accounts Receivable module, but still has some difference.

Best regards,
Hana Xue Microsoft Employee on at

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Pricing managgement. Auto charges

Hi,
Automatic charges, or auto charges, are automatically applied when you create a sales order or a purchase order. You can define auto charges for specific vendors, customers, groups of vendors, or items. You can also define auto charges that apply to all vendors, customers, or items. Maybe you can check out this document, which provides detailed steps for automatic charging. You can check according to the steps of the article:
https://www.loganconsulting.com/blog/how-to-automatic-charges-in-dynamics-365-for-finance/
Best Regards,
Hana