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Allocation of Sales order Auto Header charges to the line automatically

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Posted on by Daveh2020

I am trying to have auto charges at the header level automatically allocation to the line for a sales order. Looking at the parameters in AR, under prices i see a Find Auto charges for header. When i switch this to yes, i would think this would allocate the charges automatically but it does not. Is there a way to do this on the SO side?

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huijij 19,811 on at

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Hi Daveh2020,

Please refer to the steps described in MS document:

docs.microsoft.com/.../automatic-charges-allocation

Hope it can help you.

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Mayank Goyal 40 on at

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Hi Daveh,

For allocating the charges to the lines from sales order header - there is no need to mark any parameter.

The functionality is simple, so please refer docs.microsoft.com/.../automatic-charges-allocation

Let me know if you need any other help, thanks.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Warm Regards,

Mayank Goyal

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Manimini 58 on at

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1. AR - Setup - Charges setup - Charges code (fill your posting type)

2. AR - Setup - Charges setup - Auto charges

3. Create new sales order

3.1 Add item and check now totals.

Its helpful for you. Please click verified.

Thanks.

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