Adding a surcharge to a Purchased Item AX2012 R3

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Posted on by Liam Lawson

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Hope all are well.

Can someone tell me if it is possible to add a surcharge to a purchased item using the Costing Sheet? If so how? I've failed miserably :(

If not possible - what is the recommended way - is it still achieved using miscellaneous charges?

Thanks

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André Arnaud de Cal... 301,053 Super User 2025 Season 2 on at

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Hi,

It is not possible to add a surcharge using a Costing sheet. You can add a miscellaneous charge to the invoice line as adjustment. The inventory recalculation job or closing will then post this charge to the item.

The next blog described this quit good: www.bdosolutions.com/.../microsoft-dynamics-ax-2012-adding-costs-to-posted-po-transactions

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Weaveriski 23,620 Moderator on at

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I think it is possible, but I have not had a play around enough to get it to work - the data in Contoso would imply you can:

This is R3 but I believe the costing sheet purchase - indirect relationship was in R2.....

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Weaveriski 23,620 Moderator on at

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Image is so small. Anyway there is a surcharge applied to the cost of purchase, this is 2% on the costing sheet for site 3, the receipt made against site 3 shows a 200 transaction and the ledger shows 4 posting to the purchase surcharge account defined in the costing sheet and the transactions are linked. Have a look in R3 against purchase order 000026 item M0061.

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Liam Lawson 2,830 on at

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This looks good - I'll check it out and report back.

Thanks for all responses much appreciated.

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Liam Lawson 2,830 on at

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Hi

I managed to apply a surcharge via the costing sheet - which is good news. This appears to work for both Standard Cost and non- Standard cost items.

Liam

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Weaveriski 23,620 Moderator on at

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Hi Liam

I created a new item, received and invoiced it but it did not pick up the charge even though it was in the correct cost group. Did you use an existing one or create a new one? Wondering if there was a setting I missed or if I did not do something.....

Steve

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Liam Lawson 2,830 on at

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Hi Steve

I created a new item - Stock Model Group FIFO. I created a new costing version - planned cost as opposed to standard cost. I associated cost Group M1 with my new item. Regarding the costing sheet - I used the "Purchase %" node but activated a new cost for my item and costing version. I then raised a PO and processed through to Invoice. It created postings and updated the cost of the item. I'll do another one and double check my results later

Cheers

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Weaveriski 23,620 Moderator on at

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I picked my standard cost item which is probably the issue, I will get time again and try a non-standard cost item. Not sure of the argument for a standard costed item, full cost with the surcharge should create a variance if the include cost price is set I suppose - will have another play :-)

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Robert Stogner 480 on at

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I just wanted to comment on this post. I have been playing around with cost of purchase and I am having a problem with the way it posts for a standard cost item.

1) I created a Purchase Price pending cost record of $5.00 per unit

2) I created a Cost of Purchase surcharge of 3% with it posting to an Accrual Account

3) Then I did a calculation on the item (which you can't do from the item price screen because it is a purchased item, but you can do it from the Cost Version Calculation screen)

4) This created a Cost Price type record of $5.15, which is good because that gets the surcharge into the inventory cost.

5) I activated both the Cost Price on the item and the Surcharge.

6) I created a purchase order for 10 units which picked up a purchase price of $50 ($5 per unit)

7) I posted a product receipt and the voucher charged $51.50 to inventory correctly, but the surcharge got calculated against the cost of the item instead of the cost of purchase so it ended up being $1.55 (3% of 51.50), so therefore $.05 went into Purchase Price Variance.

I liked the idea that you can include the cost of surcharge (which we are using for inbound freight) into the cost of inventory, but I wish the posting of the accrual was based on the purchase cost.

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