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Setup page · Accounts receivable

Customer charge groups

A setup page for customer charge groups, which apply specific charges to a group of customers.

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
MarkupGroup_Cust
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 customer charge groups, which apply specific charges to a group of customers.
What you do hereUse it to create charges groups, assign them to customers on the Sales order defaults FastTab, and reference them in auto charges.
Example—
Customer 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 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 › Customer charge groups
Set up first—
Used next byAll customers Microsoft Learn ↗Auto charges Microsoft Learn ↗
Related pagesItem charge groups Microsoft Learn ↗Vendor charges group Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Customer charge group1 screen

Creates groups of customers that share the same automatic charges, which are assigned on the customer's sales order defaults and referenced by auto charge records.

  1. Screen 1

    Create the customer charge group

    Go to Accounts receivable > Charges setup > Customer charge groups

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

Microsoft's steps

  1. Go to Accounts receivable > Charges setup > Customer charge groups.
  2. Select New.
  3. In the Charges group field, enter a code for the group.
  4. In the Description field, enter a description.
  5. Select Save.
  6. Open the customer in All customers and, on the Sales order defaults FastTab, set the Charges group field.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Charges groupThe code of the charges group; it can contain letters and numbers.Microsoft Learn ↗——
Description—Atlas synthetic customer charg—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Customer charge 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_Cust 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 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 page—

Developer

7Developer

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

Everyone

8Sources and checks