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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Consolidate Invoice - ...
Microsoft Dynamics AX (Archived)

Consolidate Invoice - Charge code

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Posted on by Community Member

Hi Expert,

I am working on invoice consolidation.

Requirement:

While consolidate multiple SO into one invoice - there are charge code applied on each SO, While invoicing, I'll need to consider only one charge code.

Example:

Order   

Amount

Charge Code

SO1

100

Freight (10 USD)

SO2

200

Freight (10 USD)

SO3

300

Freight (10 USD)

Expected:

While Consolidate invoicing :  

100+200+300 + 10 = 610 USD [Expected result]

But standard would do: 100  + 200+ 300+10+10+10 = 630

Experts, Can you please give me hint, Where I will need to make changes to achieve above requirement.

Many thanks in advance.

*This post is locked for comments

  • guk1964 Profile Picture
    guk1964 10,877 on at
    RE: Consolidate Invoice - Charge code

    Not really something that can be sensibly handled in a forum answer this is non-trivial and needs scoping e.g. you also have to consider part shipments, returns and credits,  whether charges are known at the time of shipment, to which customers does it apply when etc.

  • Community Member Profile Picture
    Community Member on at
    RE: Consolidate Invoice - Charge code

    Thanks.

    If feasible can you please help technically, how I could handle such requirement?

    and which class and method is useful for it?

  • guk1964 Profile Picture
    guk1964 10,877 on at
    RE: Consolidate Invoice - Charge code

    The challenge is that at the time of sales order entry/quote etc you don't know whether you will ship the order on its ow,n or with one or more other orders, or even in part shipments. Defining automation rules OOB is thus not going to work because those will apply order by order. Same with WMS/TMS. Some coding  logic is needed to group orders and to split costs across orders.

    Manual charges can be used - but who will remember, and decide, when, to add what charge, to which invoice? Similarly you can add manual negative charges, or a charge that only applies when carrier is 'Same' but you have to remember to then update the carrier, or to add the manual charge.

    It seems  simpler to use a free text invoice for the delivery charge that references the consolidated invoice (and maybe only raise one such invoice a period /customer based on the number of deliveries but  that might not work for customers who order infrequently, or your customer may find it difficult then to allocate to his inventory costs by item.)

    There is a Russian localisation to  allocate charges to a sales invoice that might be worth  a look.

    (There is a similar problem for goods receipt, to allocate shipping charges, when multiple POs from multiple vendors come in the same container.)

    .

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