Hello Friends,
Today in this topic, I will explain the allocation of the charges to the purchase order in AX 2012 R3.
To know more about charges refer: Setting up charges for sales order in AX 2013 R3.
In my last post, I have explained the setting up of the charges in the sales order. Please refer above link for the same.
Maintain charges:
1. First step is to create charges codes which will use to maintain charges for the purchase order.
2. To know about setting up the charge code, refer: Setup charge code.
3. Once the charge codes have been created in AX 2012 R3, next step is to set it up against the purchase order.
Steps to setup charges in purchase order:
1. For header level charges, Go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on maintain charges.
OR
1. For line level charges, go to purchase order --> Purchase order lines --> Select particular purchase order lines --> Click on Financials --> under charges --> Click on maintain charges
2. Select charge code which we have created.
3. Select the category. (It can be fixed, percentage or inter-company percentage etc.)
4. Select the charges value. (In case of Fixed, enter the amount of charges / In case of percentage, enter the percentage for charges)
5. You can assigned sales tax group and item sales tax group if you want sales tax to get calculated for the charges.
6. Once the charges are setup against the purchase order, click on Total to see the charges.
Allocate charges
1. It is used to allocate charges to purchase order lines by selecting various parameter in the Allocate charges form.
2. Go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on Allocate charges.
3. Charges allocation: It can be
Net amount: Charges are allocated based on the each line amount relative to total net amount for the purchase order or invoice.
Quantity: Charges are allocated based on the number of units for each line relative to total number of units for the purchase order / invoice.
Per line: charges are allocated equally among the total number of lines. For example: if the charge value is 500 and there are 5 lines in the purchase order then amount 100 will get distributed amount 5 lines in the purchase order.
4. Allocate charges to lines
All lines: It will allocate charges to all the lines on the purchase order.
Positive lines: It will allocate charges only to lines with positive amount.
Negative lines: It will allocate charges only to lines with negative amount. For example: If we want charges to get incurred while returning goods to the vendor then we can select this option.
5. Allocate all
It will allocate charge to PO lines even if charge code has debit type other than Item.
6. Received
In this charges are allocated to the lines based on the quantity that has been received for each line.
7. Stocked
It is for the stocked items. Charges will get allocated only to stocked order lines.
8. Show selection and clear specific lines:
a. This check box only enables if charges have been setup in the order.
b. Ticked show selections and clear specific lines check box.
c. Based on the criteria selected in the Allocate charges to lines and stocked fields, it will show the liens in the grid.
d. For example: if the criteria selected is Positive lines and stocked then system only show positive stocked lines.
e. Clear the Include check box to exclude the lines from allocation of charges.
f. Click on Allocate to allocate charges to the selected lines.
g. Once the charges have been allocated, go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on Maintain charges.
h. You can see empty form as charges have already been allocated between the lines in the order.
i. Go to Purchase order Total --> you can see amount of charges allocated in the order.
Please note the following:
Keep Daxing :-)
"Knowledge has no value unless you use and share it."
Today in this topic, I will explain the allocation of the charges to the purchase order in AX 2012 R3.
To know more about charges refer: Setting up charges for sales order in AX 2013 R3.
In my last post, I have explained the setting up of the charges in the sales order. Please refer above link for the same.
Maintain charges:
1. First step is to create charges codes which will use to maintain charges for the purchase order.
2. To know about setting up the charge code, refer: Setup charge code.
3. Once the charge codes have been created in AX 2012 R3, next step is to set it up against the purchase order.
Steps to setup charges in purchase order:
1. For header level charges, Go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on maintain charges.
OR
1. For line level charges, go to purchase order --> Purchase order lines --> Select particular purchase order lines --> Click on Financials --> under charges --> Click on maintain charges
2. Select charge code which we have created.
3. Select the category. (It can be fixed, percentage or inter-company percentage etc.)
4. Select the charges value. (In case of Fixed, enter the amount of charges / In case of percentage, enter the percentage for charges)
5. You can assigned sales tax group and item sales tax group if you want sales tax to get calculated for the charges.
Allocate charges
1. It is used to allocate charges to purchase order lines by selecting various parameter in the Allocate charges form.
2. Go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on Allocate charges.
3. Charges allocation: It can be
Net amount: Charges are allocated based on the each line amount relative to total net amount for the purchase order or invoice.
Quantity: Charges are allocated based on the number of units for each line relative to total number of units for the purchase order / invoice.
Per line: charges are allocated equally among the total number of lines. For example: if the charge value is 500 and there are 5 lines in the purchase order then amount 100 will get distributed amount 5 lines in the purchase order.
4. Allocate charges to lines
All lines: It will allocate charges to all the lines on the purchase order.
Positive lines: It will allocate charges only to lines with positive amount.
Negative lines: It will allocate charges only to lines with negative amount. For example: If we want charges to get incurred while returning goods to the vendor then we can select this option.
5. Allocate all
It will allocate charge to PO lines even if charge code has debit type other than Item.
6. Received
In this charges are allocated to the lines based on the quantity that has been received for each line.
7. Stocked
It is for the stocked items. Charges will get allocated only to stocked order lines.
8. Show selection and clear specific lines:
a. This check box only enables if charges have been setup in the order.
b. Ticked show selections and clear specific lines check box.
c. Based on the criteria selected in the Allocate charges to lines and stocked fields, it will show the liens in the grid.
d. For example: if the criteria selected is Positive lines and stocked then system only show positive stocked lines.
e. Clear the Include check box to exclude the lines from allocation of charges.
f. Click on Allocate to allocate charges to the selected lines.
g. Once the charges have been allocated, go to purchase order --> on the action pane, on the purchase tab, in the charges group, click on Maintain charges.
h. You can see empty form as charges have already been allocated between the lines in the order.
i. Go to Purchase order Total --> you can see amount of charges allocated in the order.
Please note the following:
- You can also allocate charges at the time of invoicing the purchase order.
- Charges can also be allocated after the purchase order invoice gets posted.
Hope!! This post gives you more insight about setup and allocation of charges for the purchase order in AX 2012 R3.
Please post if any queries or suggestions to be made pertaining to this topic.
In the next topic, I will explain the Automatic charges in AX 2012 R3.
Keep Daxing :-)
"Knowledge has no value unless you use and share it."
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Abhijeet Hele | Dynamics AX Enthusiast | My Profile |
The information provided on this site represents my own opinion/view and does not represent the opinion/view of my employer or Microsoft.
