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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Sales charge allocation
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Sales charge allocation

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Posted on by DavidSC

Hi all.

We are testing new functionality in D365 related to charges allocation (freight or prices discount for example, so these charges should have an effect on stock value) for sales orders. See original blog: https://exploredynamics365.home.blog/2021/01/08/charge-allocation-on-sales-order-new-feature-in-microsoft-dynamics-365-finance-and-operations/

The problem we see is that we are not able to allocate these charges once the sales order is invoiced. We find an error that says "there are not lines that match with selection criteria".

We want to see the effect on the product margin when our Sales Department does a credit note for price errors, discounts, etc. Nowadays they do "Services credit notes" and the product margin is not corrected. We thought that this new functionality could be the sollution but as I explained it seems that it is not possible to allocate new charges for "closed" sales orders.

Thanks so much.

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  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    Hi David,

    Mostly charge code setup with "Debit customer" and "Credit Item" will not be allowed to adjust after invoice posting because customer has already been posted with invoice and it can not be modified.

    You can try charge code with setup "Debit Ledger" and Credit Item.

  • DavidSC Profile Picture
    DavidSC on at

    Thanks for your answer.

    I tried what you mentioned but when Credit Type "item" is selected, a warning says "Charges on item cannot be used". However, this setup is made on Accounts payable module...

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,059 Moderator on at

    Looks like We can not add this to COGS on sales side whereas we can do this on AP side to adding the Item cost.

    Reason could be COGS is calculated based on "Inventory valuation defined on item model group" , so system can not override that by adding some charges on that..

    Looks like we just need to account this as Charge revenue in ledger

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