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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Misc charge codes in NAV
Microsoft Dynamics NAV (Archived)

Misc charge codes in NAV

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Posted on by Community Member Microsoft Employee

We frequently need to charge a customer a fee for something - expedited processing, custom color, etc...  In our old system we had "non-inventory" items that we could use to handle this.  It was basically just a code that tied to a GL account.  There was no actual inventory that was tied to the item code.  We need to do that same thing on the purchasing side where we need to purchase something that we don't track quantities - we just need it to post to an expense account when we order it.  Because these charges are used frequently, we do want to maintain a list for users to choose from.

What options are available in NAV for this?  Our VAR is telling us it can't be done, that we need to set up actual inventory items and periodically just make adjustments to the on-hand quantities to zero them.  I find that to be an unacceptable solution.  Every other product that I have used has been able to handle non-inventory sales and purchase codes.

We are on 2009 R2.

 

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  • Michiel Hageman Profile Picture
    Michiel Hageman 70 on at
    Re: Misc charge codes in NAV

    Hi Mark,

    Tried the Item field 'Inventory Value Zero' yet? By default it is not shown on your form/page I think, so you should blend it in first. It will prevent cost being posted for items with this checkbox activated.

    Regards,

    Michiel

  • Suggested answer
    Alex P Profile Picture
    Alex P 30 on at
    Re: Misc charge codes in NAV

    Our customers are using resources for that. You just need to modify a little bit standard functionality to enable resource purchases.

  • Suggested answer
    TWBlaisdell Profile Picture
    TWBlaisdell on at
    Re: Misc charge codes in NAV

    Hello Mark,

    I would add that you should consider the Standard Purchase Code functionality off of the Vendor > Purchase button setup.  You can establish Standard Purchasing Codes that allow for the establishment of a pre-defined Purchase Line for G/L Account Expenses for your vendors. Then, when a user creates a Purchase Invoice or Purchase Order Line, they use the Function > Get Std. Vend. Purchase Codes to bring in the line for the expense.that is desired for the order/invoice.

    I hope this helps as a possible additional option.

    Best Regards

    Tom

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Misc charge codes in NAV

    So you can create an item say for freight for example.

    Call it freight or what ever numbering system you want.

    The key is the Gen Prod Posting Group assigned to that item.

    You need to create New Gen Prod Posting Groups and complete the posting group setup.

    There you will assign which g/l account will be used for that posting group.

    So now anytime you use that item # it will post to the proper g/l account.

    We do this for a few things.  & then we just go to the item journal and positive adj

    1,000,000 (a million) pcs at zero cost.  //just so we don't have to worry about it running out for a long time.

    When we use it on a sales order or purchase order - the item comes up as zero and we just fill in the amount.  The description is set on the item card so no additional entery needed.  Does that sound more like what you are looking to do?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Misc charge codes in NAV

    Nope...I don't want anyone outside of accounting to try to figure out what GL account to use for a particular purpose.  Plus I don't want 1000 different versions of whatever description someone decides to put in.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Misc charge codes in NAV

    Why not just add a line to the purchase order.

    Change the TYPE to "Account G/L" instead of "item"

    Enter your g/l number you want to use. Add Qty 1 and enter an amount.

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