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Auto Charge Question

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Hello -

I have a client using a very old AX 2009. For Sales Orders, they utilize the auto misc charge feature in order to tack on charges to items and customers. They have two different types of Misc Charges, we'll refer to them as charge A and charge B. Some customers will have both charge A & B for certain items, and they'd like to be able to do this automatically. Is there a best practice for utilizing multiple auto-charges for a customer? For example, Charge A is mostly related to customer relationships, whereas Charge B is mostly related to items being sold. There are times where Charge A is based on an item, but the majority of it stems for Customer relationships. What is the best practice for multiple auto-charges per line?

Thank you all for all of your help,

dan

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Ludwig Reinhard Microsoft Employee on at

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RE: Auto Charge Question

Hello Dan,

You can add multiple auto charges at once.

What you have to figure out and setup are the different combinations that you have e.g. customer 1 gets charge A only but no charge B, customer 2 gets charge A and B, and so on.

This can all be configured without code adjustment.

Best regards,

Ludwig

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RE: Auto Charge Question

Thanks Satish -

I re-engaged to confirm with the client that I have all of the detail and will follow up if I am misunderstanding anything. Any other help or pointers from anyone is still greatly appreciated!

Dan

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Satish Panwar 14,671 Moderator on at

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RE: Auto Charge Question

Hi Dan,

When you create header charges, then under header, you select a group/table, then within that header charge you can add multiple charges for the customer. Make sure you selection on the top is Header and create multiple lines. Header charges stay at order header in case of sales order.

If you assign either the same charge or different charge @ item, then it will get assigned to the line item as well. Line charges stay at line level.

Thanks,

Satish Panwar

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Community Member on at

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RE: Auto Charge Question

First off, thank you Satish.

I may be misunderstanding you, but let's simplify things for the time being. If a customer simply needs two unique auto charges assigned to it, is that possible? If an auto charge is assigned to an item, and an additional auto charge is assigned to a customer, what is the reaction when that customer purchases the item stated in the previous sentence? Can you explain how to enhance the auto-charge functionality?

Thank you again,

Dan

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Satish Panwar 14,671 Moderator on at

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RE: Auto Charge Question

Hi Dan,

There are no best practice as such, however based on what you have described, it would be important to make sure the charges are appropriately allocated to the order. If you assign ChargeA to customer and also to item then ChargeA may be there multiple times. Simply states you get what you setup, but if this duplication is not what you want, you have to enhance the auto-charge functionality so that it only retains a single line of Charge A. Every company identifies how this needs to work and then it's become best practice/data setup for them. There is no dependency between customer based charge and item based charge.

Thanks,

Satish Panwar

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