Misc. charges

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Good afternoon,

I'm currently tasked with looking into the misc. charges. This is currently being used by our sales department for things like the transport costs. Our purchase department however has never used this.

Now I've set up a line in the "misc. charges code" form and set both debit and credit types to a ledger account and filled in an account number. However when I choose to use this on an order (either header or lines) and set the category to "percent" and set the misc. charges value to 8 (as I need it to be 8 percent) it does not have any effect on the price.

Am I missing a step here or perhaps doing something wrong?

At what point will AX actually book the costs in the ledger? Will it instantly book these ledgers or will the order need to be fully invoiced first?

I also haven't found anything about setting the standard value at 8%. Is there a way of doing this?

Thanks in advance!

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Community Member on at

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RE: Misc. charges

Thank you all for your answers, I've found what I was looking for!

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Prashant Singh 8,802 on at

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RE: Misc. charges

Sorry by mistake parameter was written.

AP/AR >> Setup >> Charges >> Auto Charges

Try to take help from the image.

If you want to apply charges on item you need to Dr. Item and Cr. Supplier or Any ledger Account.

For reference:

technet.microsoft.com/.../aa571707.aspx;MSPPError=-2147217396

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Guy Terry 28,874 Moderator on at

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RE: Misc. charges

Hi Sebasshhh

You'll find auto charges for the purchase side at AP -> Setup -> Misc. charges -> Auto misc. charges.

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kaps 108 on at

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RE: Misc. charges

u need to set it item-Ledger not ledger-ledger, then it will have affect on price..

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Community Member on at

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RE: Misc. charges

Hi Prashant Kumar,

I cannot find a tab or any options for auto charges in my AX 4.0 parameters form when checking it for AR or AP.

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Prashant Singh 8,802 on at

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RE: Misc. charges

Can you please check the functionality of auto charges

AP/AR >> Setup >> Charges >> Auto Charges

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Community Member on at

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RE: Misc. charges

Thank you Prashant Kumar, I just invoiced a test order and found it made the bookings on the specified ledger numbers.

My other questions remain, can I set my misc charges code to a default 8%?

When looking at the transaction on the ledger I also noticed the financial dimensions (cost center and purpose) were empty. Does this have something to do with me setting the cost center and purpose on the lines and the misc charges being set on the header?

With the purchase fee set it still does not update the final purchase price. Our margins are now calculated by hand (and Excel sheets) but we want to use the misc. charges to get this out of AX instead.

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Prashant Singh 8,802 on at

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RE: Misc. charges

Please select the posting type type "Order Fee".

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