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How to add Freight/shipping charges (Misc. charges) on Project Item Requirements in AX 2012 R3

Microsoft Dynamics AX Forum

Sandeep Chaudhury asked a question on 20 Feb 2017 11:30 PM
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Hey Folks,

I have come across a scenario where we are using Project Item requirements functionality on fixed price projects and we want to use the Packing slip functionality of the Item requirements to ship items to the customer's location. However, I believe standard AX 2012 R3 does not have the functionality to add shipping charges (Misc. charges) to Item requirements, just like it does not support the functionality on Inventory Transfer orders. Has anyone come across this situation before ?

The Project sales order that is created behind the scenes for all the item requirements on a project also does not allow to add Misc. charges, which obviously is expected, since it is processed through item requirements.

Any thoughts on this will be greatly appreciated. Thank you.

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Pravasti responded on 21 Feb 2017 12:23 AM
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Hi Chaudhury,

I think below code will help u

Classes\\SalesInvoiceJournalCreate\\createMiscCharge

protected void createMiscCharge(SalesId _salesUd,PackingSlipId _packingSlipId)

{

ShipCarrierShippingRequest      shippingRequest;

ShipCarrierPackage              package;

while select forupdate package

     where package.SaledId == _saledId

      &&!package.MiscChargeCreated

      &&(package.PackingSlipId ==_packingSlipId ||_packingSlipId)

       exists join shippingRequest

     where shippingRequest.SalesId ==package.SaledId

       &&shippingRequest.PackingSlipId ==package.PackingSlipId

       && (this.parmShipmentId()  || this.parmShipmentId()==shippingRequest.wmsShipmentId)

{

  package.createMiscCharge();

package.MiscChargeCreated=NoYes::Yes;

package.update();

}

}

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Hi Sandeep,

Have you tried making use of an ordinary sales order that is linked to your project rather than using the item requirements functionality?

From my perspective the item requirements feature is not made primarily for shipping items to customers but consuming items on s project that can be invoiced later on.

Best regards,

Ludwig

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Sandeep Chaudhury responded on 13 Jul 2018 11:05 AM
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Hi Ludwig,

Thank you for your response. See my notes below.

1. You cannot use Sales orders for fixed price projects.

2. Item requirements functionality has 2 primary purposes.

    i. Define the net item requirements you will need on a project.

   ii. Reserve those items for the project (Whether on-hand or purchased).

Consuming an item on a project is fine, but the item needs to be shipped to a customer/project site so that it can be used in the project and you need a shipping mechanism in the system. Hope you are understand the scenario.

With that said, we have figured out a solution for this and we will be using Advanced warehousing process and the Release to warehouse functionality to achieve the outbound work and shipment related tasks.

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Gecel responded on 18 May 2019 1:46 AM
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Hi Sandeep,

We're you able to resolve this? Adding charges on project item requirement?

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Pravasti responded on 21 Feb 2017 12:23 AM
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Hi Chaudhury,

I think below code will help u

Classes\\SalesInvoiceJournalCreate\\createMiscCharge

protected void createMiscCharge(SalesId _salesUd,PackingSlipId _packingSlipId)

{

ShipCarrierShippingRequest      shippingRequest;

ShipCarrierPackage              package;

while select forupdate package

     where package.SaledId == _saledId

      &&!package.MiscChargeCreated

      &&(package.PackingSlipId ==_packingSlipId ||_packingSlipId)

       exists join shippingRequest

     where shippingRequest.SalesId ==package.SaledId

       &&shippingRequest.PackingSlipId ==package.PackingSlipId

       && (this.parmShipmentId()  || this.parmShipmentId()==shippingRequest.wmsShipmentId)

{

  package.createMiscCharge();

package.MiscChargeCreated=NoYes::Yes;

package.update();

}

}

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Suggested Answer

Hi Sandeep,

Have you tried making use of an ordinary sales order that is linked to your project rather than using the item requirements functionality?

From my perspective the item requirements feature is not made primarily for shipping items to customers but consuming items on s project that can be invoiced later on.

Best regards,

Ludwig

Reply

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