Omni-channel auto-charges


These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review What’s new and planned for Dynamics 365 for Retail. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

Retailers need the ability to have predefined charges applied to a customer’s sales transaction based on the characteristics of the sales order, including the types of items purchased and the delivery modes applied to the order. Often these charges to the customer are additional fees related to the cost of shipping (but could be related to other fees).

The existing auto-charges features of Dynamics 365 for Finance and Operations will be enhanced and extended to be available for all Retail sales transactions regardless of sales channel.

Additional calculation logic will be added. If configured, this new logic will allow for a more detailed calculation of charges based on the individual sales lines and their related delivery modes. This allows for a more accurate calculation of delivery fees based on mode of delivery for each item and allows for more detailed tracking of the charges at the line level, which can be useful when processing returns.

Our goal with this feature is to provide a consistent set of configurations and calculation logic that will work in every Retail sales channel.

For more information, see Omni-channel advanced auto charges.