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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Charges Code - Order o...
Finance | Project Operations, Human Resources, ...
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Charges Code - Order of operations

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Posted on by bobu 5

Hello,

I need to apply an admin fee of x percent on the header of a sales order. I found that the fee is based off of the sales total and does not include any additional fees associated with the order.

Does this have to do with the posting selection of the charge code? I would like the ADMIN fee to be applied after some other charges.

For example:

  1. Item Price
  2. Item Price + Handling Fee
  3. Item Price + Handling Fee * ADMF Fee

Currently the result I'm getting is

  1. Item Price * ADMF - Not including the Handling fee

Handling fee is also an auto charge.

ADMF fee setup

pastedimage1573592467935v1.png

Handling fee setup

pastedimage1573592503183v2.png

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Charges Code - Order of operations

    Hello bobu,

    Why is it that you need a header charge?

    I find header charges from accounting and findim posting issue.

    Can't you make use of line charges or separate  (supplemantary or service) items that you include in the sales order?

    Another thing to think about is the way how you calculate the admin fee.

    From you calculation I can see that you put it on top of the item price and handling charges.

    Doing that results in a situation where expensive products get a higher charge compared to cheaper products.

    Is that really in line with your costing principles?

    Shouldn't costs be allocated based on their 'originate source'?

    I would consider this kind of admin charge allocation a bit dangerous as it can lead to wrong decision making.

    Probably something to discuss with your team internally before continuing with this approach.

    Best regards,

    Ludwig

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Charges Code - Order of operations

    Hi bobu,

    The functionality you described is working as expected. % option doesn't take into consideration other charges on the order header / line. If you need to do that, you would require extension to the system.

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