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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / SO for promotional ite...
Microsoft Dynamics AX (Archived)

SO for promotional items - Posting Accounts

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Posted on by Community Member

Hi all 

I have ax 2012 R3 

We have a promotional items when send it to our customer we make a movement journal 

Now we want to make it as our invoices (Sales orders) 

So if I make a Sale order with this items invoice amount will be zero and that's right but about COGS account and the other account will be wrong 

so please can any one advise me how to change account for this items ? (I know it's from posting but I need accountant to guide me for each account must add it ) 

We want the cost of the items as expenses 

What I did 
Packing slip = the same account as Sold Items 

Packing slip offset = the same account as Sold Items 

Issue = account of item cost in inventory 

Consumption = I don't know (must be expense account ?) 

revenue = I don't know what to do 

Discount = the same account as Sold Items (it's already zero so no need for it)

Commission = the same account as Sold Items (never use commission in SO so no need for it) 

Commission  offset = as above 

Sorry for my English :) 

Regards 

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I have the same question (0)
  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Abdalrahman Mohammed,

    The consumption account records the COGS. If you have posted them previously through a movement journal, then you can setup the ledger account that you used in the movement journal for the promotional items.

    The revenue account should not be touched, so probably leave it blank for your promotional items. This ensures that people get an error if they should - by mistake - enter a sales price.

    For the packing slip and packing slip offset posting I would personally prefer to use the same accounts that you use in the issue and consumption section, assuming that you have separate ledger accounts for your ordinary items and your promotional items. If this is not the case then you should be fine with your setup.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks Ludwig for tip in revenue it very useful

    one last thing about Item Relation what's mean ? I have from 1 to 7, Is it any item start with 4**** will related for group 4 ?

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Abdalrahman Mohammed,

    Can you explain a bit more about your item relation? What does 1 to 7 mean?

    Are all items that start with the number 4 promotional items?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Hi 

    I mean from 1 to 7 it's a group I have it in system as the photo below 

    yes my promotional items number start at 4****

    Sales start 7*** 

    4213.Capture.PNG

    As you can see my sales items start with 7 and it's selected for X account 

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

    Hello Abdalrahman Mohammed,

    Thank you for clarifying and yes, you should differentiate the accounting setup for your item groups 1-7 and for your promotional items that belong to item group 4.

    So each of the posting types (packing slip/offset, issue, consumption, etc.) should have at least 2 lines that post to different accounts.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    I find it

    it's from released products - manage costs - item group then I will see all groups

    Dr. If I go to inventory tab then issue can I take the same account for sales order tab ?

  • Community Member Profile Picture
    Community Member on at

    Here What I have in posting for promotional items

    Packing slip = the same account for posting in movement journal it's an expense account (as your advice) 

    Packing slip offset = the same account for posting in movement journal it's an expense account (as your advice) 

    Issue = account of item cost in inventory same as inventory tab for this group 

    Consumption = the same account for posting in movement journal it's an expense account

    revenue = no account for promotional items (thanks for tip Dr.) 

    Discount = no account for promotional items

    Commission = no account for promotional items

    Commission  offset = no account for promotional items

    in red color mean it's the same account 

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

    Hi Abdalrahman Mohammed,

    I personally prefer to make the posting setup not in the item group form but in the inventory posting form under setup-posting-posting because the latter one shows you everything that is setup.

    Regarding the account setup:

    In an ideal world, you should have separate inventory accounts for all of your item groups because the main purpose of item groups is to make a differentiation at the accounting side. If you do not have separate accounts for your different groups, then probably talk with your colleagues and the finance manager first whether they want to have it for differentiating the item groups at the GL level. That is because if you use only a single account for each posting type you need to make use of inventory reports to see what has been posted for your promotional and other items.

    Hope this helps.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    thanks Dr. now every thing work great I have test it ,

    our inventory are separate for each group 

    and as usual you always resolve my problems

    God bless you

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