Alloy/Metal Surcharges#

With this feature, you can add alloy and other metal surcharges to sales and purchase documents in Microsoft Dynamics 365 Business Central¹. You can also use an API to see the prices that alloys and other metals needed by your company are traded at on certain exchanges.

Setup#

Alloy Surcharge Setup#

To be able to use the feature:

1. Choose the Search icon, enter Alloy Surcharge Setup, and then choose the related link.
2. Fill in the fields as described in the following tables.

General#

Metals-API#

Metals.Dev#

Alloy surcharges#

To assign surcharges to individual alloys:

1. Choose the Search icon, enter Alloy Surcharges, and then choose the related link. Alternatively, run the Surcharges function when you’re on the Alloy Surcharge Setup page.
2. On the ribbon, choose New and then fill in the fields as described in the following table.

Exchange prices#

Besides entering a base price for an alloy, you can choose Exchange Prices on the ribbon to maintain prices for a limited period. If the web service integration is turned on, daily prices are stored on the page.

Auto-retrieve metal prices – exchange interface#

If you want to use an interface to track the exchange prices for certain metals each day, select Metals-API or Metals.Dev in the Web Service Integration field in setup, and then enter your password credentials for the commercial use of the API on the relevant FastTab. You also need to turn on the Job Queue Entry toggle on the tab.

Map API prices to surcharges#

For metal prices to be shown, you must tie the surcharges set up in Microsoft Dynamics 365 Business Central1 to the metals traded on an exchange.

1. Open Alloy Surcharge Setup.
2. On the ribbon, choose Map Metals-API or Metals.Dev Alloy Surcharges.
3. Fill in the fields as described in the following table.

The price retrieved for the metal is then assigned to the relevant surcharge on the Exchange Prices page.

Assign surcharges to items#

You also need to assign the surcharges to the corresponding items set up in the app.

1. Open an item card.
2. If the Alloy Surcharges Exist toggle is turned off on the Item FastTab, choose Related > Item > Other > Alloy Surcharges.
3. Fill in the fields as described in the following table.

Surcharges on customer cards#

To set up different alloy surcharge calculations for customers.

1. Open a customer card.
2. In the Alloy Surcharge Per field, select one of the options described in the following table.

Workflow#

Following setup, you can use the surcharges in sales or purchasing, or both.

1. Create a sales or purchase document.
2. On a document line, choose an item that you’ve specified a surcharge for. When you enter a quantity for the item, the surcharge is added to the line as specified in setup.
3. If you change the item or delete the line, the associated surcharge lines are also deleted.

During posting, alloy surcharges are treated by the system like any other item charges.

For more information, see Assign item charges to sales and purchases - Business Central | Microsoft Learn.