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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Setup for additional c...
Microsoft Dynamics AX (Archived)

Setup for additional charges of an Item

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Posted on by Jide Bantale 107

I'd like some help in figuring out how to setup our purchasing. This is how our purchase flows:

 

1) Get proforma invoice from supplier

2) Establish Letter of Credit

3) Receive final invoice

4) Receive goods

5) Pay for additional charges, such as Customs Duty, Shipping Charges, Terminal Charges, and Delivery Charges

 

All those additional charges come from different vendors. I'd like to know how we can set it up so that all these charges can be reflected in the item cost. This is possible to do in NAV, but am not sure how to go about in Operations.

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  • Suggested answer
    MWAT Profile Picture
    MWAT 955 on at

    One idea could be to create seperate charges from the vendors that are not the vendor for the goods, e.g. Shipping, and have Debit type = Item and Credit type = ledger (select an account xxx).

    The charges will be reflected on the item.

    When receiving the invoice from the shipping vendor it would have to be reconciled to the account xxx.

  • Jide Bantale Profile Picture
    Jide Bantale 107 on at

    Hi MWAT,

    Thanks for your reply.

    Does it mean I have to create a charge group and code for each vendor I have in my AX and how do I link the charge group and code to each vendor?

  • Suggested answer
    MWAT Profile Picture
    MWAT 955 on at

    The thing is that the charges would not be linked to vendors, a charge can only be linked to the vendor on the purchase order. The workaround would be to link the charge to a ledger account instead and handle the invoice reconciliation towards the same ledger account. It is not perfect, but an option to avoid customization.

  • Jide Bantale Profile Picture
    Jide Bantale 107 on at

    Thanks again,

    I have a charge group created and applied to the purchase order of an Item.

    the Item cost =25000,  Vendor1 with Shipping Cost = 10000. I added charge group or code for the vendor to the item.

    My inventory confirms the item, but my invoice does not indicate the vendor I will pay. It just indicates a shipping cost of 10000. Is there any way the charge group or code can be used to resolve the issue.

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