Maintain Charges

Sales order page > Select a sales order line > Financials > Charges > Maintain charges

Use this page to enter charges for a sales line.

For a full description and more information on this page, see the Microsoft Dynamics 365 for Finance and Operations documentation .

Add a Deferrable Charge

To defer a charge, follow these steps: 

Tip: When adding a deferrable charge, keep in mind that the line item and the charge are independent, which means that the charge can be deferrable while the item on which the charge applies does not have to be deferrable.

1. Use the Microsoft Dynamics 365 for Finance and Operations documentation to add a sales order.
2. In the Sales order lines, add an item to the lines, and edit all the line values as needed.
3. For the line item, select Financials > Charges > Maintain charges.
4. On the Maintain Charges page, add a charge line and select Advanced deferrals, which opens the Sales Order Transaction Deferral page.
5. Check that the Deferral option is Yes, edit any of the values as needed, and select OK.
6. Back on the Maintain Charges page, select Save.

Tip: To keep the charge on this window for future reference, select the Keep check box for the line.

7. Finish processing the sales order transaction as described in the Microsoft Dynamics 365 for Finance and Operations documentation.

Fields

This page contains the following fields: 

Field	Description
Deferred	Indicates whether the line is deferred:  Selected: The charge is deferral item. Cleared: The charge is not deferral item.

Buttons

This page contains the following buttons: 

Button	Description
Advanced deferrals	Opens the Sales Order Transaction Deferral page, where you can change the deferral options for the line.