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Item Charges on a Sales Invoice

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Posted on by abutler1986

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Hi,

I am looking at using an Item Charge on an Sales Invoice as the customer does not use stock but does invoice so I guess this is the best practice?

Anyway, Upon selecting an item charge it appears it wants me to assign something to the item charge even though there is nothing to assign, am I using this correctly if not how would I go about doing this?

Thanks,

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Gavin 2,508 on at

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Hi,

If the customer doesn't use stock then you can just select "G/L Account" from the Type dropdown and then pickup the revenue code(s) you wish to invoice. You can then alter the description to what ever you like.

Alternatively you could setup Non-Inventory items but some times its just easier to Invoice directly to the relevant G/L codes in this scenario.

Hope this helps

Thanks

Gavin

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Community Member on at

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Hello,

Can you explain what you are trying to sell to a customer? Charge(Item) requires assignment to Items (off Sales Order) or Posted Receipt or Posted Shipments. If you can explain further what you are trying to sell I can offer other options.

Hope this helps.

Thanks,

Steve

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abutler1986 677 on at

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Hi Steven,

For an example, the organisation who I am moving onto BC from GP, they send out invoices for service charges such as a charge for staying in a house (this charge could vary so there is no set fee). I was planning creating an item called Housing and Personal for instance but upon putting these on a sales invoice it says I need to assign items to them.

Hope this clarifies things.

Andrew

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abutler1986 677 on at

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Thanks Gavin for the response that is helpful, I assume doing this method you can still send an invoice out as usual and still run a statement etc showing the debt?

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Community Member on at

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Andrew,

If you are charging customers for services, you can create either Non-Stock Items. Your Sales Line Type = Item and the No. = Housing or Personal. The Non-Stock Item means they are not inventoried but you still use Type = Item when selling.

Hope this helps.

Thanks,

Steve

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abutler1986 677 on at

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Thanks Steve much appreciated. I have setup a non-inventory item and seems ok but when I am on the sales invoice and press preview post I am getting an error with the below:

I am sure I have checked everything but any ideas?

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Marco Mels on at

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Hello,

The combination that is mentioned in the error does not seem to exist in the posting groups so you need to add it.

Thanks.

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Community Member on at

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Hello,

As Marco replied, you have not setup the combination of Gen. Business Posting Group = Housing and Gen. Product Posting Group = Personal within General Posting Setup. Search for General Posting Setup and enter the combination and correct GL Account for each column.

Hope this helps.

Thanks,

Steve

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Gavin 2,508 on at

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Hi,

If you are moving them from GP to BC you may find some articles I've written comparing GP functionality to BC useful (I'm also from a GP background ).

This one in particular is comparing how BC defaults GL code using posting groups http://thedynamicsexplorer.com/2019/05/09/dynamics-nav-business-central-postings-group/ and I also did a YouTube clip as well https://www.youtube.com/watch?v=OJa4yt57kuk&t=59s.

I have more comparison posts here if you are interested https://thedynamicsexplorer.com/category/gp-vs-bc/

Good luck with the move .

Thanks

Gavin

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