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Charges in Dynamics Navigating D365 F&O's Financial Waters
Charges in Dynamics Navigating D365 F&O's Financial Waters
Charges in Dynamics Navigating D365 F&O's Financial Waters
Ever wonder what captivates a Functional Consultant? It's the art of resolving complex and challenging
areas.
I've effectively addressed various challenging issues this year, but I'm genuinely surprised to receive
emails on diverse scenarios related to charges. Trust me that every case is unique; similarly, each
situation in different businesses is more complex than the previous one due to the nature of the
business.
Let’s discuss the basic concepts related to the charges and how we can handle that in D365 F&O.
Types of Charges:
Treatment of charges:
Based on the different business cases we can segregate the charges more in 2 categories:
This is the most common case and can become complex based on the clients’ requirements.
✓ Let’s say you are buying something from Ali baba and they send you the goods with the
help of a third party, that is the shipment company.
Ali baba says you will pay the shipment or delivery charges to the shipment company.
In that case:
Third party Cr 20
Expense Acc DR 20
Setup:
• To set up this go to the AP> Charges setup> Charges Code.
• To achieve all the above cases do the following configurations.
That’s the charges treatment in D365 F&O & you can handle that based on the different cases.
If you want to set-up the auto charges on header & line level you do setup based on the different
combinations in auto charges setup