(IND) Allocate charges to purchase order lines
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Use this information to allocate a charge, such as freight, to the lines on a purchase order.
Note
Charges are allocated to all lines based on the criteria that you select. You can exclude specific lines that otherwise meet the criteria, as explained in the following steps. To allocate charges only to selected lines, define the charges manually for each line.
Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, click New > Purchase order, or double-click a purchase order.
–or–
Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, click New > Purchase order, or double-click a purchase order.
On the Action Pane, click the Purchase tab and select Allocate charges in the Charges group to allocate the charges to the purchase order lines.
Select the allocation method from the Charges allocation list.
Note
This step applies only if the charge is a fixed amount.
Select Net amount to allocate charges according to each line amount relative to the total net amount for the purchase order or invoice.
Select Quantity to allocate charge according to the number of units for each line relative to the total number of units for the purchase order or invoice.
Select Per line to allocate charges equally among the total number of lines.
Select Whole amount to allocate the whole amount of charges to the selected purchase order lines or invoice lines.
In the Allocate charges to lines field, specify whether to allocate charges to All lines, Positive lines, or Negative lines.
Select Allocate all to allocate charges to purchase order lines, even if the charge code has a debit type other than Item.
Select Received to allocate charges only to received order lines.
Select Stocked to allocate charges only to inventoried order lines.
Optional: Select Show selections and clear specific lines to exclude specific lines from this allocation.
Note
This check box is not available if charges have not been set up.
When you select this check box, it opens a grid that includes only lines that match the criteria in the Allocate charges to lines and the Stocked fields. For example, if you select Positive lines and Stocked, only lines that are both positive and inventoried are shown in the grid. In addition, the grid automatically filters out any lines for which the full quantity has already been received.
When the grid is open, you can clear the Include check box for each line that should be excluded from allocation.
Important
Be sure to leave the grid open when you click OK. If you close the grid before you click OK, charges will be allocated based on the criteria that you previously selected.