Supply chain | Supply Chain Management, Commerce

Auto Charges Not Applying with 'From amount' and 'To amount' Ranges in D365 F&O

(5) Share

Report

Posted on by rejul

214

I'm working on setting up auto charges in Dynamics 365 Finance and Operations and have encountered a puzzling issue.

I aim to apply a $15 surcharge automatically to purchase orders where the total amount is less than $100. To achieve this, I configured the auto charge at the header level with 'From amount' set to 0 and 'To amount' set to 100.

However, the charge isn't being applied as expected. Interestingly, when I remove the 'From amount' and 'To amount' values, the auto charge applies correctly to all orders, regardless of the total amount.

I've reviewed the official documentation on automatic application of charges (https://learn.microsoft.com/en-us/dynamics365/supply-chain/procurement/automatic-charges-allocation) but couldn't find specific guidance on this issue.

Has anyone else experienced this behavior? Is there a known limitation or additional configuration required when using amount ranges in auto charges?

Any insights or suggestions would be greatly appreciated.

Thank you!

Categories:

Dynamics 365 Supply Chain Management

All responses (4)

Answers (0)

CU30040817-0 4 on at

Like (1)

Report

Auto Charges Not Applying with 'From amount' and 'To amount' Ranges in D365 F&O

I'm experiencing a similar issue—charges are only applied when I manually click on 'Tiered Charges.' Is there a way to automate this? Having to apply them manually defeats the purpose of auto charges.
rejul 214 on at

Like (0)

Report
Auto Charges Not Applying with 'From amount' and 'To amount' Ranges in D365 F&O

@Zain Mehmood

Make sure the currency in the auto charge setup matches the PO currency - Done

The From/To amount is based on the net total, not including tax or existing charges - Done

Charges are applied at PO creation, so if the amount changes later, the condition won’t re-trigger automatically Done

Also double-check that the charge code type is set to Fixed and not Percent (if you're applying a flat $15) - Done

Also just for checking, make the from amount as 1$. - Done

Every scenario has been tried and tested. Still it doesnt apply the charges where there is a range defined.
Suggested answer

Zain Mehmood 3,927 Moderator on at

Like (2)

Report
Auto Charges Not Applying with 'From amount' and 'To amount' Ranges in D365 F&O

Hi @rejul,

When using amount thresholds in auto charges, it doesn't always apply as expected.
A few things to check:

Make sure the currency in the auto charge setup matches the PO currency

The From/To amount is based on the net total, not including tax or existing charges

Charges are applied at PO creation, so if the amount changes later, the condition won’t re-trigger automatically

Also double-check that the charge code type is set to Fixed and not Percent (if you're applying a flat $15)

Also just for checking, make the from amount as 1$.

To test: try creating a brand new PO with a net total under $100 from the start.
Hope that helps!

Warm Regards,

Zain
Martin Dráb 233,714 Most Valuable Professional on at

Like (1)

Report

Auto Charges Not Applying with 'From amount' and 'To amount' Ranges in D365 F&O

Moved from Integration, Dataverse, and general topics forum.