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Cost of carriage

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Posted on by DH-08051225-0

Hi everyone. We use a /non inventory/ item called CARRIAGE to charge our customers for delivery of their sales orders. We do not know the exact cost at the time we put the order on, so manually put the cost of each delivery on after it has been shipped but before invoicing. We can have 50-100 sales orders per day so this takes a reasonable amount of time. What I would like is a simple way of allocating the costs in bulk - either before invoicing or after invoicing.

I have tried to use item(charge) but that doesn't seem to work.

Are we doing something wrong? Should we charge the carriage in a different way?

Any advice much appreciated.

Duncan

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Dynamics 365 Business Central

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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Ideally you would use item charges, why doesn't that work for you? What specific problems have you had?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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DH-08051225-0 49 on at

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Hi Valentin,

Thanks for the quick reply. I tried to use Item Charges by creating a Purchase Invoice for Carriage and assigning the cost to the relevant line on the sales order. However when I then look at the statistics of the sales invoice it doesn't show the cost and it doesn't show up in any Power BI report that I do to analyse the sales & costs for specific invoices or customers.

Where would BC show that cost on the invoice related to the shipment?

Apologies for my lack of knowledge!

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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In the Sales Invoice Statistics look at the Adjusted fields. Only Adjusted fields will get updated based on item charges:

What table/fields is your Power BI Report based off? If its based off of the posted sales invoice lines, the item charge does not affect those. If the report is based off of the item ledger entries, then you would get correct updated numbers.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Community member 2 on at

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Hi Ducan,

Please try use Item charges in sale invoice and assign this carriage cost for multiple posted sale shipment if you want to charge this cost to the customer.

Item charges in posted sale invoice will credit to Sale Account/ Sale Vat Account and Debit to Receivable Account.

When you want to record the carriage cost as Direct Cost Applied account, you can use Item charges in Purchase invoice and assign to posted sale shipment lines.

Hope that those information can help you.

Lien Nguyen

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YUN ZHU 95,718 Super User 2025 Season 2 on at

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Hi, as several other experts mentioned, this should be done using item(charge).

If your costs are not updating, please check the setting below.

Or manually run the following Batch and try again.

Hope this can give you some hints.

Thanks.

ZHU

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