Delivery terms

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Posted on by Moribund

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I'm fairly new to the Dynamics world so forgive me if this question is basic.

I understand that delivery modes and delivery charge groups can be used to create auto charges on sales orders. A single mode of transport can also be applied to a customer account

My question is on delivery terms. These are created in Terms of Delivery and also applied to a customer. In each TOD record the user can specify if transportation charges are added to orders and there is COD flag. How are these terms used ? What charges do they allow to be added to sales orders.

When adding transportation costs to a sales order should I be setting up modes of delivery (to use in auto charges) or terms of delivery?

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Sales Literature

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LuHao 40,878 on at

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RE: Delivery terms

Hi Moribund,

Please note that you could only click on the first Actions button.

However, because there are already replies in this post that have nothing to do with solving the problem, I recommend you repost a new post in the Finance and Operations forum or AX forum to ensure the relevance of the post.

If my suggestion has helped you, please mark it as verified. :)

Hope this helps.

Best Regards,

Lu Hao
Moribund 200 on at

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RE: Delivery terms

Hello Lu

Thank you for your response

In the actions menu I only have 2 options: Edit post and report as spam. There is no option to Move my post.

Regards

John
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LuHao 40,878 on at

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RE: Delivery terms

Hi Moribund,

1) Here are the steps to move your post:

Click on "Actions" in your post and then click on "Move".

Copy the URL of the target forum and copy it into the "Move to" field. Then click on the "Move Thread(s)" button.

This is the URL for Dynamics 365 for Finance and Operations Forum: https://community.dynamics.com/365/financeandoperations/f/765

This is the URL for Microsoft Dynamics AX Forum: https://community.dynamics.com/ax/f/33

2) Alternatively, you could keep this post, then post a new post in both forums, the content of which is the same as this post.

This way is relatively simple. If you use this way, please mark my suggest as verified for other users with the same issue. :)

Hope this helps.

Best Regards,

Lu Hao
Moribund 200 on at

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RE: Delivery terms

Hi,

Thank you for the response.

hi do I move my question to one of the areas that you suggest?

Kind Regards

John
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LuHao 40,878 on at

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RE: Delivery terms

Hi Moribund,

Welcome to Dynamics 365!

You could refer to these two user guides:

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/set-up-terms-of-delivery-retail-essentials

https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/delivery-alternatives

We can see that this problem belongs to Dynamics 365 for Finance and Operations or Microsoft Dynamics AX.

So I recommend that you move this post to Finance and Operations forum or Microsoft Dynamics AX forum.

Please note that the forum for a specific application will have experts in the field to help you solve the problem.

Hope this helps.

Best Regards,

Lu Hao