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Setup page · Accounts payable

Charges code

A setup page for charges codes, which track purchase amounts in addition to line items.

Used by
Accounts payable manager, , Rental coordinator agent and 5 more roles
Business process
Perform invoice matching in Dynamics 365 Finance
Menu item
MarkupTable_Vend
Main table
MarkupTable
Data entity
InventoryChargeEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for charges codes, which track purchase amounts in addition to line items.
What you do hereUsed to define each charge, its optional maximum amount for invoice validation, and how it is debited and credited when posted.
ExampleYou pay freight and insurance on a purchase order and want these amounts itemized separately on the order.
Charges code 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 › Perform invoice matching in Dynamics 365 Finance
Menu pathAccounts payable › Charges setup › Charges code
Set up first—
Used next byAutomatic charges Microsoft Learn ↗Charges tolerances Microsoft Learn ↗
Related pagesVendor charges group Microsoft Learn ↗Item charge groups Microsoft Learn ↗Automatic charges Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Charges code1 screen

Set up the codes for the charges, such as freight or fees, that are used on purchase orders.

  1. Screen 1

    Create the freight charges code

    Go to Accounts payable > Charges setup > Charges code, Posting section

    1. Select New and enter the charges code and description
    2. In the Posting section, set the debit and credit types
    3. Turn on Compare purchase order and invoice values
    1Charges codeBEAT-FRT
    DescriptionAtlas synthetic freight
    Maximum amount0.00
    Debit TypeLedger account
    Debit PostingPurchase, charge
    Debit Account610100
    Credit TypeCustomer/Vendor
    Compare purchase order and invoice valuesYes
    Create the freight charges code (zoomed on the outlined fields)
    Show the full screenCreate the freight charges code
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts payable > Charges setup > Charges code.
  2. Select New.
  3. In the Charges code field, enter a code for the charge, and add a description.
  4. Optionally, select an Item sales tax group and enter a Maximum amount for the charge.
  5. On the Posting FastTab, set how the charge is debited and credited, including the posting types and main accounts for ledger postings.
  6. To compare the charge on invoices with the purchase order, turn on Compare purchase order and invoice values.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Maximum amountThe highest amount allowed for this charge, used when vendor invoice charges are validated.Microsoft Learn ↗0.00MaxAmount
Compare purchase order and invoice valuesWhen on, the charge on an invoice is compared with the same charge on the purchase order.Microsoft Learn ↗Yes—
Debit postingFor ledger postings, the posting type used on the debit side, together with the debit main account.Microsoft Learn ↗—CustPosting
Charges code—BEAT-FRT—
Description—Atlas synthetic freight—
Debit Type—Ledger accountCustType
Debit Account—610100CustomerLedgerDimension
Credit Type—Customer/VendorVendType

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Charges code——

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 itemMarkupTable_Vend Checked in Dynamics 365
FormMarkupTable Checked in Dynamics 365
TableMarkupTableShown as “Charges code” in Record infoKey field: MarkupCodeChecked in Dynamics 365
Data entitiesInventoryChargeEntityInventory charge codes Microsoft data model ↗PurchProcurementChargeEntityProcurement charge codes Microsoft data model ↗SalesChargeEntitySales charge codes Microsoft data model ↗SalesDeliveryChargeEntitySales delivery charge codes Microsoft data model ↗
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 pageButtons: Translations, External codesChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=MarkupTable_Vend
Integrate withInventoryChargeEntity data entity Microsoft data model ↗
Table definitionMarkupTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks