Murray Fife

Configuring Sales Order Management within Dynamics 365 for Finance & Operations Murray Fife

Sometimes you just want to add an additional charge or adjustment to your sales orders. These charges could be for things like freight, handling, packaging, penalties, dings & dents markdowns and just because adjustments. And these could be associated with the order in general, or just specific to the individual product lines. But you don't really want to have to create products for them on the to add to the sales order because it's just a maintenance headache to remove these from reports, and it just looks untidy. Don't worry, Dynamics 365 has an additional feature that you can use within the Sales Orders called Charges that you can use to make miscellaneous adjustments to sales orders and sales order lines at any time. These can also post to their own main accounts within the ledger so that you can track their costs and they can even be set up as automatic charges that are always applied to the orders. For anything that you don't want to set up a price or discount structure for, these charges will handle it.