AR-SETUP-070 · Master data
Set up Auto charges
Defines charges that are added automatically to sales quotation and sales order headers or lines based on customer, item and mode of delivery criteria.
Where
| Menu path | Accounts receivable > Setup > Charges setup > Auto charges |
|---|---|
| Menu item | Display:MarkupAutoSetup_Cust |
| Form | Not recorded yet |
| Tables affected | Not recorded yet |
| Data entity | Not recorded yet |
| Scope | Not recorded yet |
| Country or region | Not recorded yet |
Value
| Recommended value | Not recorded yet |
|---|---|
| Rationale | Not recorded yet |
| Decision | Not recorded |
Dependencies and access
| Prerequisites | Not recorded |
|---|---|
| Required by | Not recorded |
| Security duty | Not recorded yet |
| Feature flag | Not recorded yet |
| Feature state | Not recorded |
Versions
| Introduced | Not recorded yet |
|---|---|
| Behaviour changed | Not recorded |
| Deprecated | Not recorded |
| Verified on version | Not recorded yet |
| Verified on date | Not recorded |
Risk and evidence
| Irreversibility | Not recorded yet |
|---|---|
| Common pitfall | Not recorded yet |
| Test case | Not recorded yet |
| Assets | Not recorded |
Verification
Partly verified
| Verified by | Microsoft business process catalog July 2026 (Deliverables); Microsoft Learn: Automatic application of charges (read 2026-10-06) |
|---|---|
| Environment | Not recorded |
| Note | Scaffold seeded from the July 2026 catalog Deliverables file (Microsoft ID d6689987c54412v0; catalog configuration type 'List of values'; configuration keys 'Markup'; catalog module 'Credit and collections'). The menu path and menu item name are the catalog's. The title is derived from the menu path. The process anchor is the level-2 node Manage accounts receivable until a level-3 process is assigned during verification. Nothing has been checked in a live environment. Also listed in the catalog as Microsoft ID d6689987c54413v0. intent, config_type taken from Automatic application of charges on Microsoft Learn (https://learn.microsoft.com/dynamics365/supply-chain/procurement/automatic-charges-allocation#define-auto-charges), read 2026-10-06; the article is now the record's source. Live environment evidence is still outstanding. Documented under Supply Chain Management; requires 'Find auto charges for header/line' in Accounts receivable parameters. Extensions are described in 'Auto charge compounding and sequencing' and 'Units of measure for line-level charges'. |
| Still to check | Process_id, Title, Scope, Form_name, Tables_affected, Data_entity, Recommended_value, Value_rationale, Security_duty, Feature_flag, Version_introduced, Verified_on_version, Irreversibility, Common_pitfall, Applies_to_country, Test_case_id |
Cite this record
AR-SETUP-070 — Set up Auto charges. Beyond ERP Atlas Hub, snapshot 2026-10-05, partly verified. https://www.beyonderp.cloud/atlas/step/AR-SETUP-070