The requirement for a Microsoft Dynamics AX 2012 R3 implementation were
- There is a surcharge applied if the item is ordered from customer in rural areas. The surcharge should be hidden in the price of the item and not shown as a "Charge".
- A surcharge is also applied on purchase order if the item is ordered as "Rush" or "Emergency".
- Margin should be calculated based on surcharged unit price.
Surcharge supported natively on sales order(and purchase order) form:
In AX, if the user enters the -ve discount percentage directly on discount percent or multi-line discount percent field the line discount is calculated and applied on sales order.
Surcharge(-ve discount) set-up in trade agreements:
AX does not let you set-up negative discount. Comes up with an error message. This error/warning message can be removed by changing the property of the discount percent field. This will allow you to set-up trade agreements with negative discounts.
Anything else?:
After setting up the trade agreement for surcharges, there is another location where AX filters out trade agreement records which have negative discounts. Comment out the code from there and you have a new feature call surcharge(negative discounts) available for use.
Other options
- Line level "Charges" which is added to the line amount in invoice document. The margins will be off.
