D365 Finance & Operations and Dynamics AX Forum

Hi,
Does anyone have a good solution to break out any additional charges applied to a Sales Order and show that on the Confirmations as well as the Invoices? Currently, it appears to just roll it all into "SumMarkup", but we'd like to show an individual summary line for each charge so it can be broken out for the Customer.

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Thank you,
Justin Cooper
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Justin:

We use a third party add-in to manage our forms.  We breakout the charges on the Invoice.
We use PrecisionForms by Bottomline.

Dan

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Dan Murphy
Special Projects
Flexaust
San Diego CA
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Original Message:
Sent: Jun 08, 2021 10:23 AM
From: Justin Cooper
Subject: Sales Order Charges

Hi,
Does anyone have a good solution to break out any additional charges applied to a Sales Order and show that on the Confirmations as well as the Invoices? Currently, it appears to just roll it all into "SumMarkup", but we'd like to show an individual summary line for each charge so it can be broken out for the Customer.

------------------------------
Thank you,
Justin Cooper
------------------------------

Thank you for the response. We use Docentric but we were hoping we might be able to get this done without having to create a new DSP class, but doesn't appear that will be the case.

Thanks again!

------------------------------
Thank you,
Justin Cooper
------------------------------

Original Message:
Sent: Jun 08, 2021 02:29 PM
From: Dan Murphy
Subject: Sales Order Charges

Justin:

We use a third party add-in to manage our forms.  We breakout the charges on the Invoice.
We use PrecisionForms by Bottomline.

Dan

------------------------------
Dan Murphy
Special Projects
Flexaust
San Diego CA

Original Message:
Sent: Jun 08, 2021 10:23 AM
From: Justin Cooper
Subject: Sales Order Charges

Hi,
Does anyone have a good solution to break out any additional charges applied to a Sales Order and show that on the Confirmations as well as the Invoices? Currently, it appears to just roll it all into "SumMarkup", but we'd like to show an individual summary line for each charge so it can be broken out for the Customer.

------------------------------
Thank you,
Justin Cooper
------------------------------

Justin, we are in the exact same situation with Auto charges on sales orders and they are being summed with other charges on the sales order (i.e. Freight). What did you end up doing to get the charges separated on customer invoices?
Here is my post about it.

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Jack Ogle
DFW Heavy Duty
Forth Worth TX
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Original Message:
Sent: Jun 10, 2021 10:02 AM
From: Justin Cooper
Subject: Sales Order Charges

Thank you for the response. We use Docentric but we were hoping we might be able to get this done without having to create a new DSP class, but doesn't appear that will be the case.

Thanks again!

------------------------------
Thank you,
Justin Cooper

Original Message:
Sent: Jun 08, 2021 02:29 PM
From: Dan Murphy
Subject: Sales Order Charges

Justin:

We use a third party add-in to manage our forms.  We breakout the charges on the Invoice.
We use PrecisionForms by Bottomline.

Dan

------------------------------
Dan Murphy
Special Projects
Flexaust
San Diego CA

Original Message:
Sent: Jun 08, 2021 10:23 AM
From: Justin Cooper
Subject: Sales Order Charges

Hi,
Does anyone have a good solution to break out any additional charges applied to a Sales Order and show that on the Confirmations as well as the Invoices? Currently, it appears to just roll it all into "SumMarkup", but we'd like to show an individual summary line for each charge so it can be broken out for the Customer.

------------------------------
Thank you,
Justin Cooper
------------------------------