Finance | Project Operations, Human Resources, ...

Auto charge not being included in invoiced amount on sales orders

(1) Share

Report

Posted on by LD-07061736-0

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?

I have the same question (0)

All responses (2)

Answers (0)

Sort by

André Arnaud de Cal... 305,465 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No
Suggested answer

Bharath jain 1,578 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No