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Setup page · Accounts payable

Automatic charges

A setup page for auto charges, which are applied automatically when a purchase order is created.

Used by
Accounts payable manager, , Rental coordinator agent and 5 more roles
Business process
Record supplier invoices in Dynamics 365 Finance
Menu item
MarkupAutoSetup_Vend
Main table
MarkupAutoTable
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for auto charges, which are applied automatically when a purchase order is created.
What you do hereUsed to define header or line charges for specific vendors, items, groups or all, with the charges code, category and value, optionally tiered by order amount.
ExampleYou automatically apply a charge to purchase orders when a vendor is located outside a specific vicinity.
Automatic charges page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processManage accounts payable › Process supplier invoices › Record supplier invoices in Dynamics 365 Finance
Menu pathAccounts payable › Charges setup › Automatic charges
Set up firstCharges code Microsoft Learn ↗Vendor charges group Microsoft Learn ↗Item charge groups Microsoft Learn ↗
Used next byAll purchase orders Microsoft Learn ↗
Related pagesCharges code Microsoft Learn ↗Vendor charges group Microsoft Learn ↗Item charge groups Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Automatic charges1 screen

Define the charges that are assigned automatically to purchase orders.

  1. Screen 1

    Create the automatic charge for the vendor

    Go to Accounts payable > Charges setup > Automatic charges

    1. Select New and set the account code and vendor relation
    2. Enter the charge description in the General section
    3. On the Lines section, select Add and fill in the charge line
    1Charge descriptionBEAT synthetic 5 USD freight
    2Charges codeBEAT-FRT
    Account codeTable
    Vendor relationBEAT-000001
    Item codeAll
    Mode of delivery codeAll
    CurrencyUSD
    CategoryFixed
    Charges value5.00
    Charges currencyUSD
    Compare purchase order and invoice valuesYes
    Create the automatic charge for the vendor (zoomed on the outlined fields)
    Show the full screenCreate the automatic charge for the vendor
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts payable > Charges setup > Automatic charges.
  2. Select New.
  3. In the Level field, choose whether the charge applies to the order header or to order lines.
  4. In the Account code and Vendor relation fields, choose one vendor, a vendor charges group, or all vendors.
  5. For line-level charges, use the Item code and Item relation fields to choose one item, an item charges group, or all items.
  6. On the Lines FastTab, select the Currency and the Charges code.
  7. Choose how the charge is calculated in the Category field and enter the Charges value.
  8. Optionally, enter From amount and To amount to apply the charge only to orders in that range.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
LevelWhether the charge is added to the order header or to the order lines.Microsoft Learn ↗——
Account codeWhether the charge applies to one vendor, a vendor charges group, or all vendors.Microsoft Learn ↗TableAccountCode
Item codeWhether a line charge applies to one item, an item charges group, or all items; only used for line-level charges.Microsoft Learn ↗AllItemCode
CategoryHow the charge is calculated, such as a fixed amount, per unit, or a percentage.Microsoft Learn ↗Fixed—
From amountThe order total at which the charge starts to apply, used with To amount for tiered charges.Microsoft Learn ↗——
Vendor relation—BEAT-000001—
Mode of delivery code—All—
Charge description—BEAT synthetic 5 USD freight—
Currency—USD—
Charges code—BEAT-FRT—
Charges value—5.00—
Charges currency—USD—
Compare purchase order and invoice values—Yes—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Automatic charges——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemMarkupAutoSetup_Vend Checked in Dynamics 365
FormMarkupAutoSetup Checked in Dynamics 365
TableMarkupAutoTableShown as “Auto charges transactions” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain charges in the purchase process MarkupAutoSetup_VendMaintainView charges in the purchase process MarkupAutoSetup_VendViewDutiesInquire into product sales prices and discount master PriceDiscProdSalesPriceDiscMasterInquirEnable purchase order to invoice process PurchOrderToInvoiceProcessEnableEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnable
8 security roles MCRTestUserRoleRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental sales manager RentalSalesManagerPurchasing manager TradePurchasingManagerSales clerk TradeSalesClerkSales manager TradeSalesManagerAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=MarkupAutoSetup_Vend
Integrate with—
Table definitionMarkupAutoTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks