Maintain charges on 'invoiced' purchase order

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Posted on by Samkh

Hi,

I am trying to add a charge on a an invoice ( for a PO that is invoiced), I choose the 'invoice' tab, then chose 'invoice' icon/menu option,I get then 'invoice journal ' screen, I choose from the menu 'charges' and then 'adjustment'.

I get the 'allocate charge' form. I want to add a new charge in this screen, however when I click on the list values for charge codes , I see blank list.

Is there anything missing in the setup?

Thanks

Sam

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Srini Ramidi 2 on at

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Hello,

Do you see the Charge codes when you right click on Charge code field and View Details? also check the charge code Type is setup correctly.

stoneridgesoftware.com/exploring-charge-codes-in-ax-2012-part-1

technet.microsoft.com/.../aa598932.aspx

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Samkh 6 on at

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Thanks for the quick reply! I have more than 10 charges defined in the charge codes. When I create a new PO I can maintain charges, allocate,... without any issue. The only problem is when I try to add a charge to an invoice ( for a PO that is invoiced), I choose the 'invoice' tab, then chose 'invoice' icon/menu option,I get then 'invoice journal ' screen, I choose from the menu 'charges' and then 'adjustment'.

I get the 'allocate charge' form. I want to add a new charge in this screen, however when I click on the list values for charge codes , I see blank list.

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Andrew Xu 3,877 on at

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Sam,

Only the charge codes with debit type Item and credit type Ledger account can be used in your case. Please check if you have valid charge codes setup for that.

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Samkh 6 on at

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Hi,

That works! However the finance department were looking to debit and credit GL accounts, and then run an analysis where based on it they will define a certain markup % to be added to the unit cost. If we define it debit type item and credit type GL Ledger, then the item unit cost will be hit directly.

Is this the only option of charge code that can be applied?

Thanks

Sam

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Community Member on at

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Hi,

Please check this setup for charges. you setup charges the same way?

Highlighted check box should be disable.

If you still face problem share screenshot of the charges setup.

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Samkh 6 on at

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Hi,

Your screenshot shows item debit and ledger credit. I need that both of them are ledger ( Debit and Credit). Can you pls try it and let me know?

Thanks

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Community Member on at

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Hi,

If you want to load charges on item. you should put item in debit.

i tried to put ledger on debit but what it use of that. in such case better to post separate general journal entry.

Thanks

Ankit soni

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guk1964 10,888 on at

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maybe related to this post? https://community.dynamics.com/ax/f/33/p/261024/734501#734501

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