Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
This article explains how to enable and configure automatic charges (auto charges) by channel in Microsoft Dynamics 365 Commerce.
Overview
You might have scenarios where recycling fees or other fees must be applied to a group of products that are sold in all or some stores in a specific state (for example, California). The Enable filter auto charges by channel feature in Commerce lets you specify auto charges by channel (for example, a specific brick-and-mortar channel). This feature is available in Dynamics 365 Commerce version 10.0.10 and later.
To enable and configure auto charges by channel, complete the following tasks:
- Turn on the Enable filter auto charges by channel feature.
- Configure the organization hierarchy purpose.
- Define auto charges by channel.
Note
The Enable filter auto charges by channel feature works only if the advanced auto charges feature is also turned on. For information about how to turn on the advanced auto charges feature, see Omni-channel advanced auto charges.
Turn on the Enable filter auto charges by channel feature
To turn on auto charges by channel in Commerce, follow these steps:
- Go to System administrator > Workspaces > Feature management.
- On the Not enabled tab, in the Feature name list, find and select Enable filter auto charges by channel.
- In the lower-right corner, select Enable now. After the feature is turned on, it appears in the list on the All tab.
- Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule.
- In the left pane, find and select the 1110 (Global configuration) job.
- On the Action Pane, select Run now to propagate the configuration changes.
Warning
If you turn off the Enable filter auto charges by channel feature after you use it, the Retail channel relation field under Auto charges no longer appears, and you lose all existing configurations. If removal of the Retail channel relation configurations causes auto charges rules to be duplicated, an attempt to turn off the feature fails. Before you turn off the feature, review all auto charges rules and make any required changes.
Configure the organization hierarchy purpose
Create an organization hierarchy purpose named Retail auto charge to manage the hierarchy for auto charges by channel.
To assign a default hierarchy to an organization hierarchy purpose in Commerce, follow these steps:
- Go to Organization administration > Organizations > Organization hierarchy purposes.
- In the left pane, select Retail auto charge.
- Under Assigned hierarchies, select Add.
- In the Organization hierarchies dialog box, select an organization hierarchy (for example, Retail Stores by Region), and then select OK.
- Under Assigned hierarchies, select Set as default.
- Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule.
- In the left pane, find and select the 1040 (Products) job.
- On the Action Pane, select Run now.
- Repeat the previous two steps to run the 1070 (Channel configuration) and 1110 (Global configuration) jobs.
Define auto charges by channel
After you turn on the Enable filter auto charges by channel feature and configure the Retail auto charge organization hierarchy purpose, you can define auto charges by channel at either the order header level or the order line level.
To define auto charges by channel in Commerce, follow these steps:
Go to Accounts receivable > Charges setup > Auto charges.
In the left pane, in the Level field, select either Header or Line, depending on your business requirements.
In the Retail channel code field, select the appropriate channel code (for example, Table or Group). If you use the default setting, All, charge rules apply to all channels.
- If you select Group, make sure that you create a retail channel charges group at Retail and Commerce > Channel setup > Charges > Retail channel charge groups.
- If you select Table, you can select a specific channel (for example, San Francisco) in the Retail channel relation field.
Go to Retail and Commerce > Retail and Commerce IT > Distribution schedule.
In the left pane, find and select the 1040 (Products) job.
On the Action Pane, select Run now.
Repeat the previous two steps to run the 1070 (Channel configuration) and 1110 (Global configuration) jobs.
Example scenario
The following example outlines the steps to configure a product so that recycling fees are charged when the product is sold through a San Francisco brick-and-mortar channel. The example also shows how the auto charges appear in the Commerce point of sale (POS) application.
The organization defines a charges code named RECYCLE, as shown in the following illustration.
Create an auto charge at the line level with the following configuration:
- Set the Account code field to All.
- Set the Item code field to Table.
- Set the Item relation field to product ID 91001.
- Set the Mode of delivery code field to All.
- Set the Retail channel code field to Table.
- Set the Retail channel relation field to the San Francisco store.
Create an auto charges line with the following configuration:
- Set the Currency field to USD.
- Set the Charges code field to RECYCLE.
- Set the Category field to Fixed.
- Set the Charges field to $6.25.
In the POS application, create a sales order in the San Francisco store channel. The Charges line shows the recycling fee of $6.25.
By selecting Transaction options > Charges > Manage charges in the POS application, you can view the charges code and description for the recycling fee.
