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Automatically book cost when item gets shipped?

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Posted on by RandomName

Hi,

Any suggestions on how to automatically produce a fixed cost booking when a sales order is shipped? Similar to how we can add overhead when something is recieved in a warehouse, I would want to add cost when it leaves the warehouse.

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Dynamics 365 Business Central

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Dallefeld 211 User Group Leader on at

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Items have a field for indirect cost that you can use. It's not for the whole order but item by item. And though not shown, there is also an Overhead rate field that could also be used.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, I am not sure about your costing method, but it needs to be set up in Inventory Setup if you want to calculate cost automatically when posting.

More details: https://docs.microsoft.com/en-us/dynamics365/business-central/inventory-how-setup-general#to-set-up-general-inventory-information

Hope this helps.

Thanks.

ZHU

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RandomName 55 on at

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Hi all,

All of these functions help us add costs as we receive the inventory or when we assemble or produce something.

My use case is slightly different. What we are looking for is a way to add an overhead cost on all sales shipments. One specific use case is to automatically book warranty provision once an order is shipped. So lets say I post a shipment of a sales order. Then the system would automaticall book 100USD warranty provision. In theory I could add it as an item on the sales order, but that will make invoices and other things a bit more clumsy.

Sorry if I was unclear when I wrote my question and thanks for taking the time to answer.

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MahGah 15,529 on at

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Hi

We had the exact need and we could not find any solution for it (except the extra item with $0 sales value). We finally did a minor development to do this. Added field in item card, then wrote a code to post that cost to specific g/l at the time of invoice.

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Inge M. Bruvik 1,105 Moderator on at

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I think the simplest way to achieve this would be to write a procedure that runs every end of day.

The procedure could calculate and post the warrenty provision according to your business rule.

You wold not get the cost distributed to every order line, but your general ledger will reflect the cost.

If you want to distribute it to every order line you could look into using an item charge.

docs.microsoft.com/.../payables-how-assign-item-charges

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