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Finance | Project Operations, Human Resources, ...
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Auto charge not being included in invoiced amount on sales orders

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I am trying to setup a surcharge via Auto Charges. Currently I have the following auto charge applying to all sales orders.

 
When I create a sales order I see all components of this auto charge being applied.

 
 
As it should. Notice the charge total being $9.71

 
When I attempt to invoice though, it seems like the fixed charge $0.30 is being dropped.

 
Notice total charges has dropped to $9.41

Is there some other business process I need to do, before generating the invoice so the total charges remains constant? Is this a bug in D365 Fin and Ops?
  • Suggested answer
    Bharath jain Profile Picture
    1,029 Super User 2025 Season 1 on at
    Auto charge not being included in invoiced amount on sales orders
    Hi,
     
    There is no particular setup that is required to push charges from being applied in sales order to apply in invoice.
     
    As, Andre suggested try to post the transaction and check if all the charges are posted.
     
    Regards,
    Bharath Jain
  • André Arnaud de Calavon Profile Picture
    293,278 Super User 2025 Season 1 on at
    Auto charge not being included in invoiced amount on sales orders
    Hi,
     
    Have you checked if the charge is there when you actually posted the invoice (in test environment)? Was there another partial invoice already posted before?

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