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Suggested answer

Auto charges on Return Order

Posted on by Microsoft Employee

Hello,

I need to apply auto charges on those customers who have auto charges attached to them on Return Order Invoice. Auto charges are automatically attached to them on Sales order invoice beacuse on Customer Form I have attached Auto Charges in Sales Order Defaults tab but no configuration I see for Return Order. Can somebody please guide me if there is any configuration available or any code?

Thanks

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  • Abdo Khoury Profile Picture
    Abdo Khoury 14,849 on at
    RE: Auto charges on Return Order

    Hello Hafiz

    i know i could be a little late, but check this out community.dynamics.com/.../758070

    i hope it is useful

    regards

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto charges on Return Order

    Hi Ludwig,

    There is no work around, We should go with a small system adjustment (Customization).

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Auto charges on Return Order

    Hi Hafiz Usama,

    you could setup customer group specific disposition codes to create a kind of workaround. Yet, the risk is that users will select the wrong one. So the best option that I can see is implementing a small system adjustment.  Let's please also wait for the feedback of Paranjothi S whether he has the same opinion or can identify an alternative option/workaround.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto charges on Return Order

    Paranjothi S,

    I am registering disposition code using code and charges are to be applied to only customers belong to specific group. So its not possible. Any other solution?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto charges on Return Order

    Ludwig Reinhard,

    I can't link my disposition code to charges as charges are not to be applied for every customer. They are for a specific group. Can i somehow do it by code?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto charges on Return Order

    Hi Hafiz,

    You could also add charges to the return reason code, It will apply to that Return order level like applying charges Sales order level not line level.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Auto charges on Return Order

    Hi Hafiz Usama,

    I double checked that and believe that this does not work that way as the sales order search form does not allows specifying whether charges should be kept or not.

    An alternative would be to link the charge code to your disposition code that you have to specify when processing the return order.

    Have you tried that?

    Ludwig

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Auto charges on Return Order

    Hey Ludwig Reinhard,

    1) In Accounts Receivable -> Setup -> Charges ->Charges Code, I created charges.

    2) In Auto charges I created New Auto charges with Account Code Group and selected specific group and in lines I added the charges that I created in step 1.

    3) On Customer Form in Sales Oder Defaults Tab, In charges group I selected auto charges that i created in step 2.

    Now, Charges are automatically applied on Sales Order Invoices but not on Return Order. I want charges to be applied on Return Orders too.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Auto charges on Return Order

    Hi Hafiz Usama,

    Can you let us know you you specified the auto charges that you use for sales orders? How have you setup those, what charge groups did you setup and how did you setup the auto charge lines?

    Ludwig

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