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Setup page · Accounts payable

Vendor charges group

A setup page for charges groups for vendors.

Used by
Accounts payable manager, , Rental coordinator agent and 5 more roles
Business process
Record supplier invoices in Dynamics 365 Finance
Menu item
MarkupGroup_Vend
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 vendors.
What you do hereUsed to create and maintain charges groups for vendors.
Example—
Vendor charges group 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 › Vendor charges group
Set up first—
Used next byAutomatic charges Microsoft Learn ↗
Related pagesCharges code 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 Vendor charges group1 screen

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

  1. Screen 1

    Create the vendor charges group

    Go to Accounts payable > Charges setup > Vendor charges group

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

Microsoft's steps

  1. Go to Accounts payable > Charges setup > Vendor charges group.
  2. In the Charges group field, enter a code for the group (letters and numbers are allowed).
  3. In the Description field, describe the group.
  4. Close the page to save.

Source: Microsoft Learn ↗

Field guide

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

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Vendor 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_Vend Checked in Dynamics 365
FormMarkupGroup Checked in Dynamics 365
TableMarkupGroupShown as “Charges groups” in Record infoKey field: GroupIdChecked 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 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 pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

Developer

7Developer

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

Everyone

8Sources and checks