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Hi,
What would be the best way of allocating costs from one posted purchase invoice to articles on other posted purchase invoices?
The scenario is as follows. We receive invoices for the goods we ordered which we posted and paid. Then sometime later we received invoices for additional expenses (toll, shipping, packaging) related to previous invoice. These invoices are all posted which makes it a bit harder. We would like to allocate these costs to the articles beginning with the later posted purchase invoice.
What I found was the "Adjust Cost - item entries" function but that does not quite meet the requirements.
Thanks for any input! :)
Kind regards
Thanks! I believe this is a good solution. I will mark as a verified solution once it is done :)
Hi Rasmus B !
You are correct. The item charge needs to be applied before the purchase invoice is posted. So you basically have two options. Revaluate the items through a journal or create a creditmemo for the purchase invoice and then post it again as item charge.
In your situation i would go with revaluation as described in my blog.
Thanks for your answer. However this only works if the item charge invoice is open and not posted? In this scenario the line has been booked against an account. Sorry for the confusion.
I did not find a solution other than doing it in a journal.
Hi,
Use Item charge Functionality for allocating cost on the invoice.
Regards
Amit Sharma
linkedin.com/in/amit-sharma-94542440/
Press Yes if info is useful
Hi,
This sounds like a good use case for Item Charges.
Using Item charges you can post costs via a new purchase invoice and apply them to previously posted receipts on a different purchase invoice. This creates additional value entries and will also update the Cost of Goods Sold if those items have been sold.
You can read about it here: https://docs.microsoft.com/en-gb/dynamics365/business-central/payables-how-assign-item-charges
Hope this helps
Thanks
Gavin
Item charge is the functionality you should use for this. Please refer to this doc:
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