In Microsoft Dynamics AX, there are 3 basic ways of adding Sales Sur-Charges: – Price Charges: fixed charge for a specific item (like a startup or setup fee).  This fixed charge can be defined to apply to 1 pc. or a bigger ‘Price Qty’.  And there’s even an option for whether to include this charge in the Sales Order Line’s Unit Price, or break it out separately. – Manual Charges: you can manually add charges to the whole order in the Sales Order header, or add charges to specific Sales Line.  This type of charge does not use a Charge Code. – Automatic Charge Setup: this kind of charge is setup to automatically add charges when you create a Sales Order.  This feature is setup in the [Accounts Receivable module > Setup > Charges > Auto-Misc. Charges]. Almost everyone uses special charges at some time.  You can reflect these special Customer Charges, for …

In Microsoft Dynamics AX, there are 3 basic ways of adding Purchase Charges: – Price Charges: fixed charge for a specific item (like a startup or setup fee).  This fixed charge can be defined to apply to 1 pc. or a bigger ‘Price Qty’.  And there’s even an option for whether to include this charge in the PO Line’s Unit Price, or break it out separately. – Manual Charges: you can manually add charges to the whole order in the Purchase Order header, or add charges to s pecific PO Line.  This type of charge does not use a Charge Code. – Automatic Charge Setup: this kind of charge is setup to automatically add charges when you create a Purchase Order.  This feature is setup in the [Accounts Payable module > Setup > Charges > Auto-Misc. Charges]. Almost every Vendor uses special charges at some time.  You can reflect these special Vendor Charges, for more …

One of the most challenging relationships in every Supply Chain, is managing your own deliveries to your Customers, and setting & enforcing internal guidelines.  One key tool in Microsoft Dynamics AX 2009 or 2012, allows you to set limits on what Sales Order – Line Item ‘Quantity variability’ your Customer requires, and you need to enforce. To use AX’s ‘Over or Under Delivery’ feature, you first need to activate ‘Over-Delivery’ or ‘Under-Delivery’ in the ‘AR Parameters’ form, found in the Accounts Receivable menu > Setup > Parameters form > Updates tab. Then select how strictly you want to enforce them, in the ‘Safety Level of Invoiced Orders’ drop-down: Select ‘Warning’ for a non-fatal warning, when a Sales Line is Packed or Invoiced for a line which exceeds the Over or Under Tolerance Select ‘Blocked’ for a strict or fatal warning, the prevents a Sales Line from being Packed or Invoiced, for a line which …