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Header vs Line charges

Posted on by 147
Dear community,
 
Can someone help me understand when would I want to allocate charges from header to lines or add manual charges directly on the lines versus use header charge only?
I would imagine that if I use item in debit/credit I would need it on the item level, but other cases confuse me.
I have done a fair amount of research but it seems like this part is somehow implied as self-explanatory.
In fact, I am not sure if allocation of charges from header to lines is a mandatory step for all charges?
 
Kind regards,
  • Phoenix123 Profile Picture
    Phoenix123 147 on at
    Header vs Line charges
    Thank you all for valuable inputs, this is clearer for me now.
     
    Finally, does this mean that unless I have Item in credit/debit field on charge code, and charge should be inclded in the cost I do not use line charges?
     
    Is there any scenario where charge code is set to Customer/Vendor and Ledger account for posting and I would still want to allocate charges to the lines?
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 13,216 Super User on at
    Header vs Line charges
    Hi,
     
    Charges vary on the orders. Sometimes there can be additional charges per item as well. So you may just need to add charges in that spesific item.
     
    For example;
     
    Freight may be added on the header of the Po and then allocated to the lines according to the rules. If you sell lamps and lamp itself and light bulb is transferred together , you may want to add less cost to light bulb for freight while the cost is less and width is not too much.
     
    Also if there is an additional packing cost for the lamp itself spesific and do not have any cost for the light bulb, the you can use line charges and directly add this cost to the line of the lamp itself.
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Header vs Line charges
    Hi,
    As Andre said, it is not a mandatory step to allocate expenses from header to line, you can check this blog to know about expense allocation.
    https://microsoft-business-applications.hcltech.com/dynamics-365-finance-operations/allocation-of-charges-in-dynamics-365-fo/
    Best Regards,
    Hana
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 288,459 Super User on at
    Header vs Line charges
    Hi Phoenix123,
     
    The allocation from the header to the lines is not mandatory. Usually, you only do that as you mentioned yourself to allocate costs to individual items where it will increase the item unit cost.

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