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Has anyone found a work around for being able to add a line for freight or taxes to a PO without having to send the PO around for approval again? Is there a way to automatically have a freight line included on every PO or Purchase Quote when it is created?
There is a specific setup for the recurring purchase lines.
You will find the documentation around that here:
learn.microsoft.com/.../purchasing-how-work-recurring-purchase-lines
I hope you will find that useful.
Thank you so much for responding! I'm not seeing the Default Purchase Order Lines anywhere when I go to the Purchase & Payables Setup - is there something else I need to click on first before I'm able to see this option?
hi
there are a few ways you can add a line for freight or taxes to a purchase order (PO) in Business Central without requiring approval again:
Use blanket purchase orders: Blanket purchase orders allow you to create an open purchase order with a set dollar amount, without specifying a quantity or delivery date. When you receive an invoice for goods or services, you can add the freight or tax line to the invoice and post it directly to the open purchase order.
Use purchase order templates: Purchase order templates allow you to predefine lines and line details for purchase orders. You can create a template that includes a line for freight or taxes and use it to quickly create purchase orders without having to manually add the line each time.
Use default purchase order line functionality: You can set up default purchase order lines for a vendor, item, or both. This allows you to automatically populate specific lines on the purchase order, such as a line for freight or taxes, when you create a new purchase order for the vendor or item.
To set up default purchase order lines, you can go to the "Purchase & Payables Setup" page and select "Default Purchase Order Lines". From there, you can set up default lines for each vendor or item, including the freight or tax line, which will be added automatically when you create a new purchase order.
Overall, there are several ways you can add a line for freight or taxes to a purchase order in Business Central without requiring approval again. By using one of these methods, you can streamline your purchase order creation process and save time.
DAniele
Hi,
If you are using line type Item Charge then it is not a good idea to add it before other lines because you need to assign it to the lines. But if you are using a G/L account for Freight charges then it can be achieved easily by code.
You can use OnAfterInsert event of purchase header of type Order to create this line.
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