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Setup page · Accounts receivable

Charges code

A setup page for charges codes used on sales orders and purchase orders.

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
MarkupTable_Cust
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 used on sales orders and purchase orders.
What you do hereUse it to set up codes for charges such as invoice fees, freight and insurance.
ExampleFor example, when the customer pays an invoice charge, you set up the code to add the charge to the sales order totals and the customer's account.
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 processDevelop sales policies › Develop sales pricing strategy › Define freight and other charges for orders in Dynamics 365 Supply Chain Management
Menu pathAccounts receivable › Charges setup › Charges code
Set up first—
Used next byAuto charges Microsoft Learn ↗Period charge rule Microsoft Learn ↗
Related pagesCharges code (Accounts payable) 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 charges such as invoice fees, freight and insurance that are used on sales orders.

  1. Screen 1

    Create the freight charges code

    Go to Accounts receivable > Charges setup > Charges code

    1. Select New and enter the charges code and a description
    2. On the Posting FastTab, set the debit type
    3. Set the credit type, posting and account
    1Charges codeBEAT-FRT
    Debit typeCustomer/Vendor
    Credit typeLedger account
    Credit postingSales order revenue
    Credit account410100
    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 receivable > Charges setup > Charges code.
  2. Select New.
  3. In the Charges code field, enter a code for the charge.
  4. In the Description field, enter a description.
  5. Optionally, in the Item sales tax group field, select a sales tax group.
  6. On the Posting FastTab, set how the charge is debited and credited.
  7. If the debit or credit type is Ledger account, enter the posting type and the main account.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Charges codeThe code for the charge, such as freight or an invoice fee.Microsoft Learn ↗BEAT-FRT—
Item sales tax groupThe sales tax group for the charge, if any.Microsoft Learn ↗——
ProrateSet to Yes to prorate the charge; available only for sales orders.Microsoft Learn ↗—MCRProRate
TypeThe type of account the charge posts to on the debit or credit side, such as Ledger account, Customer/Vendor or Item.Microsoft Learn ↗——
PostingThe posting type used when the type is Ledger account.Microsoft Learn ↗——
AccountThe main account the charge posts to.Microsoft Learn ↗——
Debit type—Customer/VendorCustType
Credit type—Ledger accountVendType
Credit posting—Sales order revenueVendPosting
Credit account—410100VendorLedgerDimension

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_Cust 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 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 SalesQuotationToSalesOrderProcessEnable
20 security rolesCredit management clerk CredManClerkAccounts 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
Checked in Dynamics 365
Actions on the pageButtons: Translations, External codesChecked in Dynamics 365

Developer

7Developer

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

Everyone

8Sources and checks