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Auto Charges in Dynamics 365: When Extra Costs Are a Good Thing

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Dynamics 365 Finance

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Oct 6, 2024

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  • Auto Charges in Dynamics 365 Finance & Operations (D365 F&O) automatically apply fees to transactions like purchase orders, sales orders, or transfers.
  • Auto Charges save time and ensure accuracy by eliminating manual calculations and applications of fees.
  • Industries like retail, manufacturing, and food & beverage benefit from Auto Charges in D365 by improving transaction accuracy and cost transparency.
  • Auto Charges help eliminate manual errors, increase efficiency, and provide insight into cost margins.
  • Setting up Auto Charges in D365 allows for customization based on volume, weight, or value at different levels like item, group, vendor, or customer.
  • The hierarchy of Auto Charges in D365 prioritizes charges at the item level, vendor/customer level, and group level, ensuring the most specific charge is applied.
  • D365 follows a process to determine which charge to apply when multiple charges exist at different levels, ensuring flexibility and control over charge application.
  • DynamicsDad Joke of the Day: "What did the auto charge say to the D365 user? 'Don’t worry, I’ve got this covered automatically!'"

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