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Reporthow can i assign the shipping invoice cost to the sales order ?
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how can i assign the shipping invoice cost to the sales order ?
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Hi Goutham,
Do you mind to create a new thread and provide some additional information (ideally screenshots) on your issue?
Many thanks and best regards,
Ludwig
Dear Forum experts,
Could you please tell how can we track the Charge fee in ax.
I am facing the bit confusion that we will use delivery charge group or charge code or item charge group .
can you please help me.
thanks Ludwig Reinhard
Hi Magdy Mansour,
Posting the invoice of your shipping company will create a voucher similar to:
DR: Expense
CR: Vendor
If you include a non-stocked service item or service category into your sales order and invoice your customer, no COGS will be posted. The only voucher you will get is:
DR: Customer
CR: Income
The 'trick' is thus to make use of either a non-stocked service account or a sales category to avoid an additional COGS posting.
Best regards,
Ludwig
hi Ludwig Reinhard
when we will pay to the shipping company this value will record on the system as expenses and when i will add these charges to the SO it will also add to the COGS so they are afraid that the expenses will be recorded two times
Hi Magdy Mansour,
If your sales order is already invoiced you can add an additional SO lines that uses for example a sales category or a service item and that is used to invoice your customer for that.
Using charges - see the remarks of magic1949 - is fine if you have not invoiced the customer as they are always linked to a specific SO position.
Best regards,
Ludwig
Hi Magic
in our case
1- i will pay to the shipping company and i will post their invoice on the system
2- i will will record the charges on the customer invoice then i will post it
can you explain what are the vouchers will be created because i am afraid from the duplication of the shipping expenses recording on the system
Hi Magdy, if you use Transportation management, you can add the calculated transport rate to the Sales order lines. Here are the details:
community.dynamics.com/.../how-do-i-account-for-freight-charges-in-tms
Landed cost/misc charges same as for purchasing
Setup Charges Codes .to define the kind of charge and how the charge is going to be debited or credited.
Setup → Charges → Charges codes in the following 3 modules:
1. Accounts Receivable
2. Accounts Payable
3. Procurement and Sourcing
e.g. Account receivable > Setup > Charges > Charges code.
Enter charge code ( e.g. Freight).
Enter description ( e.g. Freight charges).
etc
Create a Sales order and add lines to it.
Go to Sell tab > click on Charges.
Select charge code which was created earlier from the drop-down list.
Select the category. It can be Fixed (for fixed amount charges for the order) or Percentage (it will calculate the percentage of total net amount in the order). Category also can be inter company percentage, external or pcs.
Enter the charge value.
- If the category is Fixed then enter the total amount of charges for the order.
- If the category is Percentage then enter the percentage value which are applicable for the order.
Once all the setup is completed, save and close the form
Go to sales order > Click on Total > to see the applicable charges against the invoice total amount.
Process the order till invoice - Click on charges > to see the setup and for the ledger information
Go to voucher > to see charges posted in the ledger.
You can also apply auto charges
Auto charges for the customers, vendors, items and for the mode of delivery are charges applied automatically when you create sales order or purchase orders.
You can define the Automatic charges for :
1. Single customer, vendor , Item and mode of delivery
2, Group of customers, vendors , Items and mode of deliveries
3. All customers, vendors, Items and mode of deliveries
Mode of delivery charges can only be defined as auto charges for the sale order.
a. Account receivable →Setup → Charges → Auto charges
b. Retail → Setup → Charges → Auto charges
That' should get you started.
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