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Generating a list of items with charges assigned to them

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Posted on by CHMoreno08

Hello everyone! First time I'm posting a question here so let me know if this is the right forum for it or not!

My company is currently running into the challenge of matching our freight costs with our revenues. We normally do this by assigning freight charges to the appropriate sales shipment/invoice. We would like to generate a list of which sales lines/items have had a freight charged assigned to them to be able to determine which are missing. The end goal would be for us to accrue freight for the orders that are missing freight.

Is there a way to generate a report like this within BC and if not, is there another process we could use that would simplify this?

Thank you!

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RE: Generating a list of items with charges assigned to them

Hello,

So if I was looking to see if I allocated Freight Charge(Item) to the Shipment Lines I can either look at the Value Entry table and filter on Shipments and then see if a Charge(Item) code appears.

Thanks,

Steve
CHMoreno08 on at

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RE: Generating a list of items with charges assigned to them

Hi Steve!

We are familiar with this function and have been using it consistenly since our go-live. The issue we have is we'd like to have a report that shows us which shipment lines have had freight allocated to them and which ones have not. Basically to know whether there are customer shipments for which no freight was recorded.

Thank you!
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RE: Generating a list of items with charges assigned to them

Hello,

You can assign Inbound or Outbound Freight against Purchase Receipts or Sales Shipments. To do this you use Type Charge(Item). On the Purchase Invoice Line enter Type= Charge(Item). After you enter Qty = 1 and Cost, click Line/Item Charge Assignment.

On the Item Charge Assignment you then Get Shipment Lines.

Pull in the related Shipment Lines and the associated Cost will be applied to this Shipment, which you can now report on showing Revenue, Item Cost, and Charge(Item) Cost.

Thanks,

Steve
André Arnaud de Cal... 294,941 Super User 2025 Season 1 on at

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RE: Generating a list of items with charges assigned to them

Hi CHMoreno08,

Thanks for using the forum. Your question seem to be related to Dynamics 365 Business Central. We will move this post to the correct forum for you.

community.dynamics.com/.../dynamics-365-business-central-forum