Allocate charges (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase tab, in the Charges group, click Allocate charges.

–or–

Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase tab, click Allocate charges.

–or–

Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, on the Financials tab, click Allocate charges.

Use this form to allocate charges to multiple lines on a purchase order or invoice.

Tasks that use this form

Adjust charges on vendor invoices

Account for vendor invoice variance due to charges

The following tables provide descriptions for the controls in this form.

Buttons

Button

Description

Allocate

Allocate the charges that you have specified for the purchase order lines.

Select inventory dimensions

Select the inventory dimensions to display in the grid that shows the lines that can be excluded from allocation.

Note

This button and the associated grid are available only when the Show selections and clear specific lines check box is selected.

Fields

Field

Description

Charges allocation

Select the method to use when you allocate charges to purchase order or invoice lines:

  • Net amount – Charges are allocated according to each line amount relative to the total net amount for the purchase order or invoice.

  • Quantity – Charges are allocated according to the number of units for each line relative to the total number of units for the purchase order or invoice.

  • Per line – Charges are allocated equally, according to the total number of lines.

Note

This field is available only for fixed charges.

Allocate charges to lines

Select which lines to allocate charges to. You can select one of these values:

  • All lines – Allocate charges to all lines on the purchase order or invoice.

  • Positive lines – Allocate charges only to lines that have a positive amount, such as lines that represent a purchase.

  • Negative lines – Allocate charges only to lines that have a negative amount, such as lines that represent a return to a vendor.

Allocate all

Select this check box to allocate charges to purchase order lines, even if the charge code has a debit type other than Item.

Received

Select this check box to allocate charges only to received order lines. The charges are allocated to the lines based on the quantity that has been received for each line.

Note

This field is not available if you are working with an invoice.

Stocked

Select this check box to allocate charges only to stocked order lines.

Show selections and clear specific lines

Select this check box to open a grid that lets you exclude specific lines from the allocation.

Note

This check box is not available if no charges have been set up.

The grid includes only those lines that match the criteria in the Allocate charges to lines and Stocked fields. For example, if you select Positive lines and Stocked, only lines that are both positive and stocked are displayed in the grid. Any lines for which the full quantity has already been designated as received are not displayed.

To exclude specific lines from allocation, clear the Include check box for each line that should be excluded.

Important

To exclude specific lines from allocation, leave the grid open when you click OK.

See also

Define auto charges

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).