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Free samples to customers

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Posted on by RJ-14081220-0

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My client wants to distribute samples at zero sales price. The cost of these items - needs to be booked in samples cost rather than item cost. Is there any standard way in D365 F&O to achieve this?

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Dynamics 365 Finance

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Sagar121 827 on at

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You can create a new item group and set its posting profile to use the Samples cost account.

Alternatively, you can consider a customization where, based on the selected reason code, the financial transaction account is changed (developer involvement required).

You can slo create a new item and change the posting profile group to sample cost account.

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi,

You can achieve this requirement by using a specific Item sales tax group for the sample lines. The Item sales tax group is an option to specify a different ledger account on the Inventory posting setup form.

You can manually override the Item sales tax group on the item line like setting the manual price of zero for the samples.

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Sagar121 827 on at

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@RJ-14081220-0 does below anwsered helped you ?

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CU19081112-1 2 on at

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Yes, in D365 F&O, you can handle this using sales orders with a zero price and assign a specific cost allocation (ledger account) via item charges or sales order financial dimensions. Use a separate sales order reason code or posting profile to route the cost to a “Samples” expense account instead of COGS. hctra

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BillurSamdancioglu 19,703 Most Valuable Professional on at

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For this purpose, I create a new sales tax group like "Sample" and select on the lines and define in item posting profiles.

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Yng Lih 1,560 on at

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Hi,

You can create an inventory movement journal, set the offset account to a dedicated "sample expense" (e.g. promotional or marketing expense). Then use SO to record the distribution of samples at $0 sales price.

If this information was helpful, kindly mark it as 'Verified'. Thank you. :)

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André Arnaud de Cal... 300,917 Super User 2025 Season 2 on at

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Hi RJ-14081220-0,

Can you please update us on the status of your question? Is there any suggestion that helped you with your answer? If you have any follow up question, please let us know.

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