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Freight Leavy automations.

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Posted on by Mattmutlu

Hi team,

We are wholesaler business, we have some customers far away so we do delivery for them.

Can we add automatic fuel leave with the percentage of sales amount on the invoice?

I really appreciate any help you can provide.

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Dynamics 365 Business Central

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JAngle 133 on at

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Try out item charges: docs.microsoft.com/.../payables-how-assign-item-charges

You can have a fixed charge applied per customer. Either use recurring sales lines or customer invoice discount (service charge). Nothing as standard will add a fixed % of the overall invoice value

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Mattmutlu 5 on at

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Hi josh

I am really appreciated for your prompt response.

It is possible to charge item for customer card all the invoices.

Because I dont want to item base, I want to specific some customer automatic freight on the invoice.

Because our sales rep forget to add most of the times. Thanks.

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JAngle 133 on at

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Check out recurring sales lines. Accessed from the sales document or from the customer card. This will allow the freight line to be added automatically: docs.microsoft.com/.../sales-how-work-standard-lines

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Mattmutlu 5 on at

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Hi Josh,

I am really appreciated for help i guess it will work for me.

I just wondering can I add and amount automatically as well.

For example I put it $5 Freight fee Sorry i couldn't find it.

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JAngle 133 on at

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Search for recurring sales lines and create a new one:

mine is called “FREIGHT”:

add a line like this, you can just about see an “Amount” column. Fill in as you need:

Go to the customers list and assign the freight code. You will need to do this for all customers so consider configuration packages for mass import

Assign the freight code:

and alter these settings on the line:

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Mattmutlu 5 on at

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Hi Josh,

I can't see amount column so how can I see. ?

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JAngle 133 on at

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Try this: docs.microsoft.com/.../ui-personalization-user

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