Q
You are tasked with setting up a system that will automatically apply charges when a sales order is created.
What three actions should you perform? Each correct answer presents part of the solution. Choose 3.
Question Info
Select All That Apply
Tick every correct option, then press Check Answer.
Explanation
To set up automatic charges, you need to navigate to Accounts receivable > Setup > Charges > Auto charges, not Sales and marketing > Setup > Charges > Auto charges (D). You then define the level to apply the auto charge (B) and select the Charge code and specify the Category of the charge (C). Defining the currency in which the charge will be applied (E) and selecting the Sales tax group (F) are optional steps and not necessary for setting up automatic charges.
Sales order setup - Training | Microsoft Learn
Automatic application of charges - Documentation - Training | Microsoft Learn
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