Skip to main content

Notifications

Dynamics 365 Community / Forums / Finance forum / Distributing Header Ch...
Finance forum
Answered

Distributing Header Charge Postings accross Line Financial DImensions

Posted on by 8
Dear Experts, 
 
We have a requirement to Distribute the Sales order Header Charge amounts to the lines Financial dimension based on the value of the lines. I am fully aware of the Function to Allocate charges from header to lines and by doing this we achieve the same thing. This method has its challenges though, when charges are moved to the lines and a change to the order occures and we want to calculate new charges the allocated charges remain and New header charges are added. In other words the any change don creates a lot of manual work especially if we have up towards 20 lines ... 
 
Is there any way to Keep the Charge on header level but distribute the booking across the lines Financial dimensions? 
 
Kind regrads 
Fredrik 
  • FS-13051255-0 Profile Picture
    FS-13051255-0 8 on at
    Distributing Header Charge Postings accross Line Financial DImensions
    Thank you Andre! 
    As i suspected, i saw that there is Distribution functions for charges at POs but they seem very manual. Would be fantastic if this was also available on the SO side with a higher level of automation using rules such similar to the Allocate charge function.  For now i think we will create a BI report calculating the Monthly distribution with an output format that can be used in a Journal on a monthly basis. 
     
    Kind regards 
    Fredrik 
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,807 Super User 2024 Season 2 on at
    Distributing Header Charge Postings accross Line Financial DImensions
    Hi Fredrik,
     
    There is out of the box no such feature. You can try to distribute the charges last moment, but then again, you might expect changes and you will have some additional manual work. In case this happens more often in your organization, you can consider a customization for this requirement.

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

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,807 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,135 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans