web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Allocate Charges to Lines
Microsoft Dynamics AX (Archived)

Allocate Charges to Lines

(0) ShareShare
ReportReport
Posted on by benjamin84 2,075

Dear All,

I want to allocate charges to line, but the button is disable,

what happen ?

it is because its not received yet ? or already charged / auto allocated charges ?

need you suggestion.

Thanks

*This post is locked for comments

I have the same question (0)
  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    Hi Emad,

    sorry for asking again.

    the pr has been recall again, the status has change into draft

    I check the item has been received at product receipt action pane.

    user has set the manage charges

    user has tick /checked the received at allocate charges.

    but the tick/checkbox for Show selections and clear spesific lines was disabled.

    what is the requirement/criteria so the the tick/checkbox for Show selections and clear spesific lines  will be enabled.

    need your advice again.

    Thanks

  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    Yes Emad,

    Its mean, after we have allocate charges, we need to approval again right.

    alright then, so the work-around for this case request change/recall again.

    Thanks Emad

  • Emad Akhtar Profile Picture
    Emad Akhtar 60 on at
    RE: Allocate Charges to Lines

    Hi Benjamin,

    Check the approval status field on the PO header. If PO approval status is In Review, Approved or Confirmed then Allocate Charges will be disabled. In order to make it active again you have to click on Request Change. It will make your order approval status Draft.

    Regards,

    Emad

  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    Hi Emad,

    I saw the setting already none,

    its strange, some po already partial receipt and partial invoiced the allocate menu enable, but some disabled.

    any idea again Emad ?

    Thanks

  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    Hi Emad,

    Thanks a lot for your information,

    Yes Emad, ideally the best practice is like you mentioned.

    but for partiall receipt and partial invoice, I need solution.

    i'll discuss this first,

    Danke.

  • Verified answer
    Emad Akhtar Profile Picture
    Emad Akhtar 60 on at
    RE: Allocate Charges to Lines

    Hi Benjamin,

    Go to Procurement and sourcing > Setup > Procurement and sourcing parameters

    Update tab.

    If you set "Safety level of invoiced orders = None or Warning" then you will see the Allocate charges button enabled.

    Ideally we should set it "Locked" because we can not update the posted invoice, unless you want to add more items in PO after it is invoiced and post additional invoice for the changes.

    Regards,

    Emad

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Allocate Charges to Lines

    Hi benjamin84,

    Would be great if you could keep us updated here once you found the error.

    Many thanks and best regards,

    Ludwig

  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    Alright Ludwig.

    Thanks for you input.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Allocate Charges to Lines

    Hello benjamin84,

    I would recommend that you grap a developer and debug the issue with him/her.

    It sounds strange that you can add and allocate charges for some POs but not for others.

    There can be many reasons why this is the case and the fastest way to find out is with the help of a developer.

    Best regards,

    Ludwig

  • benjamin84 Profile Picture
    benjamin84 2,075 on at
    RE: Allocate Charges to Lines

    somewhere * that different ?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Guy Terry Profile Picture

Guy Terry 2 Moderator

#1
Martin Dráb Profile Picture

Martin Dráb 2 Most Valuable Professional

#1
Community Member Profile Picture

Community Member 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans