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Dynamics 365 Community / Forums / Finance forum / Header Level Auto Char...
Finance forum

Header Level Auto Charges Are not being displayed

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Posted on by

When I create line level auto charges, they appear under total charges when "totals" is clicked on a sales order (if there was an auto charge that should be associated with that order). However, I created a header level auto charge for a particular customer, which I assume should apply the charge to any order to this particular customer. It does not appear under total charges. The auto charge I set up is in the image below.

3823.Capture.PNG

When I created the sales order I set "US-200" as the customer, and changed the delivery mode of the order to "10." Since the item code is all, any item i select should trigger this charge ($66.66). Below are screenshots of the Sales order

3632.Capture1.PNG

8713.Capture2.PNG

And finally the screen shot below will show the results of clicking "Totals" The autocharge above is not in Total Charges.

8877.Capture3.PNG

Why is the charge not being applied? If header charges aren't displayed here, can they still be grabbed from somewhere?

  • Suggested answer
    Aboubakr Khiati Profile Picture
    15 on at

    I've noticed you are missing the charges group under the price and discount tab, you can modify this manually by editing it on the sales order or you can add it to your customer's master data.

    I also advise to check the two options in the accounts payable parameters under price tab which are:

    --find auto charges for header

    --find auto charges for line

    That should do the trick :)

  • Community Member Profile Picture
    on at

    I am having the same issue when the "To amount" and "From amount" are populated the charge is not registered against the sales order. Did you solve this please?

  • Guy Terry Profile Picture
    29,024 Moderator on at

    Probably you just need to hit the Calculate -> 'Total discount' button in the Sales order action pane?

  • Community Member Profile Picture
    on at

    Any solution in it ? 

    did you get a auto charges on SO header ?

    Please share the solution . 

    Thanks

    -SAJID

  • JessieL Profile Picture
    5 on at

    This is work for me.

    First, you need to check the parameters as mentioned by Aboubakr Khiati.

    Then on the Sales Order, under the Sell action pane, hit "Tiered charges."

  • Suggested answer
    saurabh bharti Profile Picture
    15,059 Moderator on at

    Can you check its because of condition from and to amount?

  • Ismael Quteifan Profile Picture
    676 on at

    I am facing the same problem on the purchase order side. It works when I don't populate "from amount" and "to amount".

    Does anyone know why?

  • Ismael Quteifan Profile Picture
    676 on at

    Hi everyone - You have to click Tiered Charges if you want it to work. It is annoying and I think we should vote in ideas to have this calculated on the fly. You only need tiered charges when you have tiered charges.

  • Ela_Na Profile Picture
    100 on at

    Totally agree. Tiered charges shoud be calculated automatically. There is an idea reported to MS. You can vote.

    Microsoft Idea (dynamics.com)

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