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Microsoft Dynamics AX (Archived)

Auto Misc Charge on Returns

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Posted on by

Hello fellow AX'ers:

I would like to auto apply misc charges on the return order detail form.  I modify the form to add "misc charge group" field from table SalesTable.

The misc charge auto applies ONLY when I change this field.  A dialog box pops up and asks if I want to change it.  The misc charge is then applied to the return.

The problem:  When you create a return using "find sales order" function, the misc charge group from the original sales order carries over.  I want this to happen but the problem is the misc charge is not applied automatically.  In order to get it to apply, I have to switch the misc charge group (which is already populated with the correct charge) on the return order and then switch it back in order for it to apply to the return, which is not automatic.

I've been digging through the code and I believe a class method is called to apply the misc charge.  Markup::insertMarkUpTrans

How can I use this method (i.e.: where can I make a call to this) to auto apply the misc charge after we select the original sales order on the return order detail screen???

If I am unclear of my intent please ask me for details.

Thank you in advance for any advice.

Kind Regards.

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  • GeorgeC Profile Picture
    1,865 on at

    Hi Bob,

    The easiest way to auto apply misc. charges on a return order is to use native AX functionality for return reason codes (and disposition codes on the line level).

    You can set up the return reason codes in A/R > Setup > Sales order > Returns > Return reason codes. You can define an auto-misc charge for each reason code. When a user creates a new return order, they can select the proper reason code and AX will apply the auto-misc charge.

    You can also define an auto-musc charge for each disposition code on the order lines.

    Is that what you need?

    George

     

  • Community Member Profile Picture
    on at

    Hi George,

    First, thanks for the reply!  I was not aware of this out of the box functionality.  I have passed this along to our accounting and CS dept.

    Thanks again for the help!

    Regards

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