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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Intercompany : charges...
Microsoft Dynamics AX (Archived)

Intercompany : charges allocation

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Posted on by Yohann Rolland Axcible 3,111

Hello all,

Has anyone already experienced the charges allocation setup and the purchase order policies tab for an intercompany relationship ?

According to the e-learning, it seems to work for direct Delivery transactions only but when adding charges on the original SO I cannot find them in the header or lines of the intercompany PO created by the "direct Delivery" button. I cannot find them also in the linked intercompany SO.

Thanks for any feedback.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Yohann, I guess you refer to automatic charges that shall be applied to intercompany purchase/sales orders. How did you Setup the automatic charges that you are using? I am refering to the category that needs to be selected. Did you select the intercompany percentage code or something else and have you tested whether changing this category makes a difference in your Scenario? Ludwig

  • Yohann Rolland Axcible Profile Picture
    Yohann Rolland Axcible 3,111 on at

    Hello Ludwig,

    I've tested a lot of things.

    1/ "percent" automatic charges affected to the IC PO line -> it's replicated in the IC SO line as soon as the charge code exists in both companies

    2/ "intercompany percent" charges -> it works as well, but not able to find any difference with the previous case instead that this type of charge can only apply to lines and no header. Is there something more to get on that setup?

    3/ In a basic PO, you can split/allocate charges from the header to the lines.

    In the intercompany setup from the IC vendor for instance, go to the General tab > Intercompany. Here you have several tabs for setting up your intercompany Policy.

    Look at the "purchase order policies " and you can "allocate charge" -> I never been able to understand in which scenario it may apply ? For me it should split the charges allocated on the IC PO header with that Policy but nothing happened. I've tested many things but probably forgot something.

  • Yohann Rolland Axcible Profile Picture
    Yohann Rolland Axcible 3,111 on at

    For information,

    I have also tested the intercompany percentage category. Very Strange behavior.

    Setup done :

    • 2 charges on an "auto charge" for the line level of account payable
      • One is setup to 10% on the "percentage" category
      • One is setup to10% on the "intercompany percentage" category
    • The auto charge is setup for all items and a group of suppliers
      • One of the supplier is setup with intercompany trade
      • The other one is a classic one

    1/ Creating a sales order for an item setup with a sales price of 20 for a quantity of 100.

    2/ Creating a purchase order from the sales order (choosing the IC supplier), the price applied is 11, according to the IC setup I've done (looking for the purchase trade agreements).

    3/ Looking for the charges : on the line 2 charges have been populated :

    • 10% percentage for an amount of 11 which is correct according to the price setup on the PO * quantity.
    • 10% IC percentage for an amount of 0 -> why ?
    • On the header, the total amount of the charge is 31, which match with the 11 + 20
    • The 20 are the 10% applied from the original sales order * quantity -> So that's how works the IC percentage charge.

    For the allocation charge setup in the IC form, still asking myself questions...

  • Yohann Rolland Axcible Profile Picture
    Yohann Rolland Axcible 3,111 on at

    also explained here technet.microsoft.com/.../aa570131.aspx

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