Setup page · Accounts receivable
Auto charges
A setup page for automatic charges, which are applied automatically when a sales order (or purchase order) is created.
- Used by
- Accounts receivable clerk, Accounts receivable manager, Credit management clerk and 17 more roles
- Business process
- Define freight and other charges for orders in Dynamics 365 Supply Chain Management
- Menu item
MarkupAutoSetup_Cust- Main table
MarkupAutoTable- Data entity
- —
- Setup steps
- 1 on this page
Show what matters for
Everyone
1What it is and why
| What it is | A setup page for automatic charges, which are applied automatically when a sales order (or purchase order) is created. |
|---|---|
| What you do here | Use it to define header- or line-level charges for a customer, customer charges group or all customers, optionally by item, item charges group or mode of delivery, with charge codes, categories and values. |
| Example | For example, you might add a charge automatically to sales orders for customers who are located outside a certain area. |
Functional consultant · Solution architect
2Where it fits
| Business process | Develop sales policies › Develop sales pricing strategy › Define freight and other charges for orders in Dynamics 365 Supply Chain Management |
|---|---|
| Menu path | Accounts receivable › Charges setup › Auto charges |
| Set up first | Charges code Microsoft Learn ↗Customer charge groups Microsoft Learn ↗Item charge groups Microsoft Learn ↗Accounts receivable parameters Microsoft Learn ↗ |
| Used next by | Sales orders Microsoft Learn ↗ |
| Related pages | Automatic charges (Accounts payable) Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Auto charges1 screen
Defines charges that are added automatically to sales quotation and sales order headers or lines based on customer, item and mode of delivery criteria.
Screen 1
Create the customer auto charge
Go to Accounts receivable > Charges setup > Auto charges
- Select New at Header level and set the account and item codes
- On the General FastTab, enter the charge description
- On the Lines FastTab, select Add and add a USD line with the charges code, category and value
1Charge description BEAT synthetic 5 USD freight 2Charges code BEAT-FRT Account code Table Customer relation BEAT-000001 Item code All Mode of delivery code All Category Fixed Charges value 5.00 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
- Go to Accounts receivable > Charges setup > Auto charges and select New.
- In the Level field, select Header or Line.
- In the Account code field, select Table, Group or All, and in the Customer relation field, select the customer or customer charges group.
- For line-level charges, set the Item code and Item relation fields for an item, an item charges group or all items.
- Optionally, set the Mode of delivery code and Mode of delivery relation fields.
- On the Lines FastTab, select the Currency and the Charges code.
- In the Category field, choose how the charge is calculated, and enter the Charges value.
- Optionally, enter a From amount and To amount for tiered charges, and select Keep to repeat the charge on each new invoice.
Source: Microsoft Learn ↗
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Level | Whether the charge applies to the order header or to the order lines.Microsoft Learn ↗ | — | — |
| Account code | Whether the charge applies to one customer (Table), a charges group (Group), or all customers (All).Microsoft Learn ↗ | Table | AccountCode |
| Item code | Whether a line-level charge applies to one item, an item charges group, or all items.Microsoft Learn ↗ | All | ItemCode |
| Mode of delivery code | For sales orders, whether the charge applies to one mode of delivery, a group, or all.Microsoft Learn ↗ | All | — |
| Charges code | The charge to apply.Microsoft Learn ↗ | BEAT-FRT | — |
| Category | How the charge is calculated: Fixed, Pcs, Percent, Intercompany percent, External, Specific unit or Specific unit match.Microsoft Learn ↗ | Fixed | — |
| Charges value | The charge value, based on the category.Microsoft Learn ↗ | 5.00 | — |
| From amount | The order total from which the charge applies.Microsoft Learn ↗ | — | — |
| To amount | The order total up to which the charge applies.Microsoft Learn ↗ | — | — |
| Keep | Keeps the charge after invoicing so it is applied on every new invoice for the customer.Microsoft Learn ↗ | — | — |
| Customer relation | — | BEAT-000001 | — |
| Charge description | — | BEAT synthetic 5 USD freight | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Auto charges | — | — |
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | When the charges group or mode of delivery on an order header changes, the header auto charge is deleted and recalculated; charges already moved to the lines are not changed. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | MarkupAutoSetup_Cust Checked in Dynamics 365 |
|---|---|
| Form | MarkupAutoSetup Checked in Dynamics 365 |
| Table | MarkupAutoTableShown as “Auto charges transactions” in Record infoChecked in Dynamics 365 |
| Data entities | — |
| Who can open it | PrivilegesMaintain charges in the sale process MarkupAutoSetup_CustMaintainView charges in the sales process MarkupAutoSetup_CustViewDutiesEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableInquire into sales order progress SalesOrderProgressInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnable20 security rolesCredit management clerkCredManClerkAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManager MCRTestUserRoleAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkProject manager ProjProjectManagerRental clerk RentalClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerProduction planner ReqProductionPlannerRetail service RetailServiceRetail store manager RetailStoreManagerCustomer service representative TradeCustomerServiceRepresentativeSales clerk TradeSalesClerkSales manager TradeSalesManagerSales representative TradeSalesRepresentative |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=MarkupAutoSetup_Cust |
|---|---|
| Integrate with | — |
| Table definition | MarkupAutoTable columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/supply-chain/procurement/automatic-charges-allocation
- learn.microsoft.com/dynamics365/supply-chain/procurement/automatic-charges-allocation#define-auto-charges
- learn.microsoft.com/training/modules/configure-accounts-receivable-dyn365-finance/10-ar-charges
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/supplychain/procurementandsourcing/group/markupautotable
- learn.microsoft.com/dynamics365/supply-chain/procurement/automatic-charges-allocation
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.