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The document discusses how to set up miscellaneous charges in Microsoft Dynamics AX 4.0. It describes how to create miscellaneous charge codes and assign accounts and tax groups. It also explains how to optionally set up vendor or item miscellaneous charge groups to automatically apply charges based on the vendor or item. Finally, it outlines the steps to set up automatic miscellaneous charges, including defining the scope, charge codes, calculation methods, and whether charges will be kept after invoicing.

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Microsoft Dynamicsâ„¢ AX 4.0 Rapid Configuration Tool AP Miscellaneous Charges Setup
Miscellaneous Charges Setup • Misc. charges codes: Set of codes to correspond to type of charge: freight, handling, insurance, etc. • Vendor misc. charges group: Apply charges automatically based on vendor (Optional) • Item misc. charges groups: Apply charges based on item purchased (Optional) • Auto-misc. charges: Apply charges automatically based on item- vendor mix (Optional)
Options for Misc. Charges • Miscellaneous charges can be applied manually or automatically • If you decide to apply manually, you only need to create the misc. charge codes • If Automatically, you may set up the following: – Vendor charge groups – Item misc. charge groups – Auto misc. charges
Miscellaneous Charge Codes Overview tab • Create misc. code name and corresponding description • Next, select the tax group that will be applicable to this misc. charge Accounts payable > Setup > Miscellaneous Charges > Misc. Charge Codes
Misc. Charge Codes Posting tab - Debit • Select the entity that will be debited • Select the type of posting that you’d like to occur • Select the actual account that you’ll post to
Misc. Charge Codes Posting tab - Credit • Select the entity that will be credited • Select the type of posting that you’d like to occur • Select the actual account that you’ll post to
Vendor misc. charge groups • Create a set of pre-defined charge groups that can then be associated within the Vendor record • Auto-fills when Vendor is selected for the Purchase Order Accounts payable > Setup > Miscellaneous charges > Vendor misc. charge groups
Item misc. charge groups • Create a set of pre-defined charge groups that can then be associated within the Item record • Auto-fills when Item is selected for the Purchase Order Accounts payable > Setup > Miscellaneous Charges > Item misc. charge groups
Auto misc. charges step 1: header vs. line • You must set this up in order to execute auto miscellaneous charges • Decide whether these charges will be applied to the entire PO versus applying to the PO line • The key factor here is whether costs are unique to the line versus costs being applied across all line items Accounts payable > Setup > Miscellaneous charges > Auto misc. charges
Auto misc. charges step 2: Overview tab • Defines if charge will apply to a single vendor, a vendor group, or all vendors. • If a single vendor or group, identify which one • Define if charge will apply to a single item, an item group, or all items • If a single item or item group, identify which one
Auto misc. charges step 3: Lines tab • Define currency code for charge transaction and then select the misc. charge code • For the Category, select calculation method of whether: Fixed, Pieces or Percent • Enter dollar amount for charge Category selected and then define the currency • Specify Sales tax group for the transaction and finally decide whether charges transaction will be kept after invoicing
© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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  • 1. Microsoft Dynamicsâ„¢ AX 4.0 Rapid Configuration Tool AP Miscellaneous Charges Setup
  • 2. Miscellaneous Charges Setup • Misc. charges codes: Set of codes to correspond to type of charge: freight, handling, insurance, etc. • Vendor misc. charges group: Apply charges automatically based on vendor (Optional) • Item misc. charges groups: Apply charges based on item purchased (Optional) • Auto-misc. charges: Apply charges automatically based on item- vendor mix (Optional)
  • 3. Options for Misc. Charges • Miscellaneous charges can be applied manually or automatically • If you decide to apply manually, you only need to create the misc. charge codes • If Automatically, you may set up the following: – Vendor charge groups – Item misc. charge groups – Auto misc. charges
  • 4. Miscellaneous Charge Codes Overview tab • Create misc. code name and corresponding description • Next, select the tax group that will be applicable to this misc. charge Accounts payable > Setup > Miscellaneous Charges > Misc. Charge Codes
  • 5. Misc. Charge Codes Posting tab - Debit • Select the entity that will be debited • Select the type of posting that you’d like to occur • Select the actual account that you’ll post to
  • 6. Misc. Charge Codes Posting tab - Credit • Select the entity that will be credited • Select the type of posting that you’d like to occur • Select the actual account that you’ll post to
  • 7. Vendor misc. charge groups • Create a set of pre-defined charge groups that can then be associated within the Vendor record • Auto-fills when Vendor is selected for the Purchase Order Accounts payable > Setup > Miscellaneous charges > Vendor misc. charge groups
  • 8. Item misc. charge groups • Create a set of pre-defined charge groups that can then be associated within the Item record • Auto-fills when Item is selected for the Purchase Order Accounts payable > Setup > Miscellaneous Charges > Item misc. charge groups
  • 9. Auto misc. charges step 1: header vs. line • You must set this up in order to execute auto miscellaneous charges • Decide whether these charges will be applied to the entire PO versus applying to the PO line • The key factor here is whether costs are unique to the line versus costs being applied across all line items Accounts payable > Setup > Miscellaneous charges > Auto misc. charges
  • 10. Auto misc. charges step 2: Overview tab • Defines if charge will apply to a single vendor, a vendor group, or all vendors. • If a single vendor or group, identify which one • Define if charge will apply to a single item, an item group, or all items • If a single item or item group, identify which one
  • 11. Auto misc. charges step 3: Lines tab • Define currency code for charge transaction and then select the misc. charge code • For the Category, select calculation method of whether: Fixed, Pieces or Percent • Enter dollar amount for charge Category selected and then define the currency • Specify Sales tax group for the transaction and finally decide whether charges transaction will be kept after invoicing
  • 12. © 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.