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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Maintain Charges on Dy...
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Maintain Charges on Dynamics

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Posted on by Emi2021 5

Hi, I just wanted to ask about the below screenshot, all the items has been invoiced except the  delivery charges that was in red box below. The status of the PO was showing "Invoiced". Can I still post the invoice of the delivery charges? If yes, how?  How does this affect the journal?  Thank you

Maintain-charges.jpg

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,480 User Group Leader on at
    RE: Maintain Charges on Dynamics

    Hi Emi2021,

    Did you try "Charge Adjustment" on the PO Invoice?

    you can use Charge adjustment to post charges on inventory.

    Impact: The value of Inventory will be debit by Charge Value and "Offset Charge Account" will be credited.

    Thanks,

  • AriaConsulting Profile Picture
    AriaConsulting 2,655 on at
    RE: Maintain Charges on Dynamics

    Emi2021,

    1. As this is an F&O question, you would ultimately be best served posting it in the F&O forum: https://community.dynamics.com/365/dynamics-365-supply-chain-management, ormore specifically on the financial implications: https://community.dynamics.com/365/financeandoperations
    2. Regardless, it is very difficult to answer "How does this affect the financial entries" without more information starting from your AP params setup with things like is Data entity behavior set to "reject changes"; what is your settlement type set to, is invoice matching on or off, what about invoice totals matching, line matches policy, charges matching, is automatic settlement enabled, how is the charge code setup, was this an auto-charge, do you have vendor invoice policy rules, is this all happening in a currently open period or is some of it in closed periods, is this for stocked or non-stocked inventory or expensed items, are any of the lines in the PO for FA items; did one or more of the PO line items have vendor discounts, and so on.  And that's not even touching talking about the GL itself.  That's all just various subledger considerations.  The question is too broad to answer as stated.
  • Emi2021 Profile Picture
    Emi2021 5 on at
    RE: Maintain Charges on Dynamics

    How does this affect the financial entries? I believed when you do product receipt there was a corresponding financial entry for the delivery charges, however, delivery charge has been deleted upon invoicing. To be honest, invoicing was done for three months, April, May and June. I have deleted the delivery charges in my invoicing in April thinking that it will come up again on the next month since PO still open.

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    RE: Maintain Charges on Dynamics

    Then, I am afraid, this is not possible to add the charge.

  • Emi2021 Profile Picture
    Emi2021 5 on at
    RE: Maintain Charges on Dynamics

    Yes, the total quantity has been invoiced

  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    RE: Maintain Charges on Dynamics

    Hi,

    Is your total Qty is invoiced?

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