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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Posted Purchase Invoic...
Small and medium business | Business Central, N...
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Posted Purchase Invoices and Item Charges

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Posted on by Flynn.Fr 63
Hello,
 
My company recently started using Item Charges to assign additional costs (Freight, Customs, etc...) to items. Now that we have been using this for some time, our team wants to go convert already paid and posted purchase invoices from G/L Freight Charges to Item Charges. 

If we have a posted purchase invoice where the line was a G/L type going directly to the Freight Account, is it possible to go back and change it to an Charge (Item) type and apply the cost to a purchase? 
 
Any and all feedback is appreciated. 
Categories:
Business Central
  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    Posted Purchase Invoices and Item Charges
    You need to do the Purchase Credit Memo for the G/L and recreate the Purchase Invoice with the Item Charges.
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    Valentin Castravet Profile Picture
    Valentin Castravet 24,785 Super User 2024 Season 2 on at
    Posted Purchase Invoices and Item Charges
    Yes this is possible.
     
    You will first have to reverse the freight that went to a G/L Account by using a purchase credit memo. And then, create a new purchase order/invoice with the item charge. Assign the item charge to the previously posted item receipts. It doesn't matter if those receipts were invoiced or not, you can still assign the item charge to them. 
     
     
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,443 Super User 2024 Season 2 on at
    Posted Purchase Invoices and Item Charges
    if the item receipt line has been invoiced, you won't be able to add the item charge to it.
    if the item is received but not invoiced, you could use get receipt lines to add the charge to that line.
     
    Jun Wang
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,472 Super User 2024 Season 2 on at
    Posted Purchase Invoices and Item Charges
    As far as I know, there is no good way.
    You must cancel the posted invoice (G/L type) first....
     
     
    Hope this helps.
    Thanks.
    ZHU

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