Record charges after record Purchase invoice of an Item

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Posted on by Phoebe Dang

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Hi all,

I have recorded an Purchase invoice related to Type: Item and posted already. After that, I need to record charges (such as transportation fees, other fees) into this invoice. So, could you please advise how can I process to additional record the charges amount.

Thank you so much for your help.

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JAngle 119 on at

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RE: Record charges after record Purchase invoice of an Item

This resource will help you: docs.microsoft.com/.../payables-how-assign-item-charges

Those types of charges could be from more than one vendor. Use the ability to assign to purchase receipts to complete this task.

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Phoebe Dang 125 on at

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RE: Record charges after record Purchase invoice of an Item

Hi Josh,

Thank you for your resource.

Kind regards

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ShaishavM 215 on at

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RE: Record charges after record Purchase invoice of an Item

Hi JAngle , thanks for this answer.

I have one more question, what if we post Purchase Invoice directly without the Purchase Receipts.

How can we record subsequent charges and allocate to the inventory?

We can't use Item Charge Assignment as there is no Item Ledger Entry.

Appreciate your reply.

Regards,

S Merchant

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Community Member on at

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RE: Record charges after record Purchase invoice of an Item

Hello,

If you post a Purchase Invoice, with Item Purchase Lines, their is a Purchase Receipt Document Type in the Item Ledger Entries. When you create a Purchase Invoice, with Charge(Item), you can open Line/Related Information/Item Charge Assignment and Get Receipt Lines.

Thank you,

Steve

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ShaishavM 215 on at

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RE: Record charges after record Purchase invoice of an Item

Dear Steven,

Thanks for your reply.

When we post Purchase Invoice, it doesn't generate Purchase Receipt lines.

This is for intercompany sales and purchase.

Regards,

S Merchant

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Community Member on at

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RE: Record charges after record Purchase invoice of an Item

Hello,

Let me show you my test that it works:

1. Create Sales Invoice to my sister company who has currency = GBP



2. In GBP Company create Purchase Invoice:



3. Now Purchase Invoice for Charge(Item):



Hope this helps.

Thanks,

Steve

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ShaishavM 215 on at

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RE: Record charges after record Purchase invoice of an Item

Hi Steve,

Thanks for the detailed explanation.

For us , after posting Purchase Invoice, it shows the receipt for item under Item ledger entries.

Pl see the screenshot below.

However, Purchase Receipt Lines table is empty.

Is there any settings we need to change for Purchase Receipt Lines to add?

Or Is there anything we can do to apply Cost to selected Purchase Invoice?

Much appreciate your help!

Regards,

S Merchant

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Dallefeld 193 User Group Leader on at

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RE: Record charges after record Purchase invoice of an Item

There is a setup option to create a Purchase Receipt when you just post a Purchase Invoice. This is in the Purchase & Payables setup. Then you can always assign item charges.

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Community Member on at

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RE: Record charges after record Purchase invoice of an Item

Hello,

Been away for awhile. Kim answered the location to set on the Purchase & Payables setup. Do this and you should be good.

Thanks,

Steve

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