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Finance | Project Operations, Human Resources, ...
Suggested Answer

PO Invoice Maintain Charges - Invoice half of charge value

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Posted on by 95

When posting a purchase invoice that includes maintain charges, how can AP reduce the value of the charge without removing the remaining value?  

Example:  

Purchase order - Qty 500, charges 100

Invoice - Qty 250, charges 50

After we post the invoice, there should be 50 in charges available to invoice with the remaining qty.  

I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,516 Most Valuable Professional on at

    Hi,

    On charges, have you set the field "Keep" as yes?

  • Wyman Profile Picture
    95 on at

    I do not see an option to "Keep".

  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,516 Most Valuable Professional on at

    Hi,

    Please check this document

    learn.microsoft.com/.../automatic-charges-allocation

    Under define auto charges.

    Keep – Select this check box to keep the charges transactions after invoicing is completed, so that the charge will be applied every time that you create a new invoice for the selected customer account.

  • Wyman Profile Picture
    95 on at

    The keep option is not available for me.  

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Moderator on at

    I checked also.  I don't have the keep option either.  Is it perhaps part of a localization?

  • BillurSamdancioglu Profile Picture
    20,516 Most Valuable Professional on at

    I also checked and see that it is on Sales. Order.

    While in the document is not mentioned that this feature is only on SO.

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