Supply chain | Supply Chain Management, Commerce

Autocharge, line level, still invoicing on total discount order.

(1) Share

Report

Posted on by CR-21051805-0

I have set up an item charge group and applied auto charges to a specific vendor item in my system. The issue I'm having is this charge is creating an invoice to the customer even if there is a total order discount applied. How can I keep this change from creating an invoice on total discount orders?

System using is D365 Finance and Operations.

Charge code created

Item Charge group created

Item charge applied to items under the sell fast tab

Auto charge (lines) created to apply charge using item group relation

Auto Charge created for an item charge group on sales orders.

I have orders that get a 100% total discount. This is set up through a trade agreement for a custom field we had created when we built our system. If one of these orders has one of the items with the auto charge set up, it is discounting everything at invoice EXCEPT the charge.

Categories:

Dynamics 365 Supply Chain Management

I have the same question (0)

All responses (5)

Answers (0)

Jonas "Jones" Melgaard 4,988 Most Valuable Professional on at

Like (0)

Report

Moved to SCM Forum, as it supports questions related to SCM functionality (Charge codes, Auto charges etc.) in D365 Finance and Operations.

Was this reply helpful? Yes No
André Arnaud de Cal... 301,231 Super User 2025 Season 2 on at

Like (2)

Report

Hi,

Can you share screenshots of your setup and elaborate on your question? It is hard to understand the exact issue. Is your question about automatic charges or a total discount?

Was this reply helpful? Yes No
CR-21051805-0 9 on at

Like (0)

Report

@André Arnaud de Cal. Screenshots and better explanation has been added to my original post.

Thank you

Was this reply helpful? Yes No
Suggested answer

Danny Bilodeau 4,920 Super User 2025 Season 2 on at

Like (0)

Report

Hi,

It seems to be a Header vs Line charge issue. The total discount is applied at the Header level, so the lines do not reflect that discount and the charge is calculated on line values before the discount is applied.

You could:

1) raise a Ticket with Microsoft and make the argument that line charges in % with Total discount should, just as line taxes calculation, consider the total discount for calculation. There is a 50/50 probability that Microsoft would accept that as a bug.

2) Alternatively, given that Taxes work well with total discounts, instead of using line charges you could created a Sales Tax code (along with Sales Tax Group, Item Sales Tax group) to assign Tariff to an item and have Tariff calculated correctly with the Total discount (i understand that's not the question you asked).

3) Alternatively, you could implement a work around where you create a Line charge for the same Charge Code for a "NoTariff" Charge Group but with a negative 8% value. Changing the charge group of the SO header would push this new negative charge code to the lines offsetting the positive 8%.

Was this reply helpful? Yes No
Suggested answer

CR-21051805-0 9 on at

Like (1)

Report

Thank you, Danny. I am going to submit a ticket to Microsoft.

Was this reply helpful? Yes No