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Setup page · Accounts payable

Item charge groups

A setup page for charges groups for items.

Used by
Accounts payable manager, Accounts receivable clerk, Accounts receivable manager and 8 more roles
Business process
Record supplier invoices in Dynamics 365 Finance
Menu item
MarkupGroup_Invent
Main table
MarkupGroup
Data entity
InventChargeProductGroupEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for charges groups for items.
What you do hereUsed to create and maintain charges groups for items.
Example—
Item charge groups 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 › Item charge groups
Set up first—
Used next byAutomatic charges Microsoft Learn ↗
Related pagesCharges code Microsoft Learn ↗Vendor charges group Microsoft Learn ↗Automatic charges Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Item charges group1 screen

Create and maintain the charges groups that items are assigned to, so that charges can be applied by item group.

  1. Screen 1

    Create the item charges group

    Go to Accounts payable > Charges setup > Item charges group

    1. Select New
    2. Enter the group code and description
    1Item charge groupBEAT
    DescriptionAtlas synthetic item charges
    Create the item charges group (zoomed on the outlined fields)
    Show the full screenCreate the item charges group
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts payable > Charges setup > Item charge groups.
  2. Select New.
  3. In the Charges group field, enter a code for the group.
  4. In the Description field, describe the group.
  5. Close the page to save.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Charges groupThe code that identifies the item charges group.Microsoft Learn ↗——
Item charge group—BEAT—
Description—Atlas synthetic item charges—

Functional consultant

4Setup decisions

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

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 itemMarkupGroup_Invent Checked in Dynamics 365
FormMarkupGroup Checked in Dynamics 365
TableMarkupGroupShown as “Charges groups” in Record infoChecked in Dynamics 365
Data entitiesInventChargeProductGroupEntityItem charge groups Microsoft data model ↗VendChargeVendorGroupEntityVendor charges group Microsoft data model ↗CustChargeCustomerGroupEntityCustomer charge groups Microsoft data model ↗DlvChargeDeliveryGroupEntityDelivery charges groups Microsoft data model ↗
Who can open itPrivilegesMaintain item charges groups MarkupGroup_InventMaintainView item charges groups MarkupGroup_InventViewDutiesEnable purchase order to invoice process PurchOrderToInvoiceProcessEnableEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnableInquire into quotation to sales order reference data SalesQuotationToSalesOrderRefDataInquir
11 security rolesAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental sales manager RentalSalesManagerRetail service RetailServicePurchasing manager TradePurchasingManagerSales manager TradeSalesManagerAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=MarkupGroup_Invent
Integrate withInventChargeProductGroupEntity data entity Microsoft data model ↗
Table definitionMarkupGroup columns and relations Microsoft data model ↗

Everyone

8Sources and checks