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Maintain charges for multiple purchase order

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Posted on by Arnab 30
Hello experts,
 
Am sure you are rocking as usual...!!!
 
There is a niche requirement from my client, trying to explain in brief. Please find below:
1. There are multiple purchase orders against One and or Multiple vendors in D365FO.
2. A single Freight invoice (for delivering products/shipments) contains multiple purchase order reference for single vendor and/or several vendors.
    2.1. Till the time of receiving freight invoice -- a little numbers of Purchase orders are invoiced already, and a couple of purchase orders are yet to invoice.
 
The requirement is in D365FO: 
1. While processing freight invoice, how to allocate the values against various purchase order/order lines? 
Note: the number of transactions are so high that the manual calculation and charging/allocating against one by one line/orders are almost not possible. 
 
Expecting help please on this.
 
Thanking you in advance.
 
 
 
 
Best regards,
Arnab Das
 
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  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,393 on at
    Maintain charges for multiple purchase order
    Hi Arnab
     
    Did you manage to find a solution for this? 
     
    I have the same situation - Freight company invoices sometimes a few weeks after all the purchase orders and purchase invoices have been posted and matched.
     
    Then I need to allocate the Freight Costs (invoice fromt the freight company) against the items on all the PO lines affected, increasing the cost prices of all the items.
     
     
  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Maintain charges for multiple purchase order
    Hi,
    Batch allocation is not currently available in the out-of-the-box behavior that the system allows. You can contact the developer to try to customize.
    Best Regards,
    Hana
  • Arnab Profile Picture
    Arnab 30 on at
    Maintain charges for multiple purchase order
    Hi Hana,
     
    Thank you so much for your reply. Helpful indeed.
     
    Trying to reframe my question:
    1. Freight Invoice received from third party (who is a vendor in D365FO). One freight invoice is containing freight values for multiple purchase order (and order lines). 
     
    Considering the volume of Purchase orders and  its lines, it is extremely difficult to calculate the values against each and allocate the same. 
    Question is, how to allocate charges as a batch (may be!) against each order and/or order lines.
     
    Thank you again.
     
     
     
    Best regards,
    Arnab
     
     
     
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Maintain charges for multiple purchase order
    Hi,
    This article mentions the expense allocation in FO. You can set the allocation method according to the content of the article. And when you move the option, you can see the explanation on it.
    Received – Select this check box to allocate charges only to received order lines.
    Stocked – Select this check box to allocate charges to only inventoried order lines.
    Show selections and clear specific lines – Select this check box to exclude specific lines from this allocation.

    https://microsoft-business-applications.hcltech.com/dynamics-365-finance-operations/allocation-of-charges-in-dynamics-365-fo/
    Best Regards,
    Hana

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