(IND) Create a purchase order and post charges

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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

According to legal regulations, taxes and charges must be calculated on all business transactions. You can enter or modify charges on an invoice that has not been posted to match the paper copy that is received from the vendor. You can add, modify, or delete charge transactions on the invoice header and allocate the transactions to invoice lines or to the header level. You can also add, modify, or delete invoice charge transaction lines.

Create a purchase order

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. To create a new purchase order, on the Action Pane, on the Purchase order tab, in the New group, click Purchase order.

Note

For more information, see "Create a purchase order" in the Applications and Business Processes Help.

View or modify charges

  1. In the Purchase order form, on the Action pane, on the Purchase FastTab, in the Charges group, click Manage charges.

  2. View or modify the charges code to calculate charges for the transaction in the Charges code field.

    Note

    You can also create a new charges transaction line.

  3. View or modify the charges category for the purchase order in the Category field.

  4. View or modify the value of the charges for the charges category in the Charges value field.

  5. In the Purchase order form, on the Action pane, on the Purchase FastTab, in the Charges group, click Allocate charges.

  6. Select the method for allocating charges in the Charges allocation field. Select the Whole amount option to allocate the total charge amount to each order line entered in the Charges transactions form.

    • If you select Percent in the Category field in the Charges transactions form, the Whole amount is not available in the Charges allocation field.

    • If there is more than one charge code and one of them has the category set to Percent, the Whole amount is not available in the Charges allocation form.

  7. Enter the other required details.

  8. Click Allocate to allocate the charges.

  9. Click the Purchase FastTab, in the Charges group, click Manage charges to view or modify the charges in the Charges transactions form.

    Note

    You can create a new charges transaction line.

  10. View or modify the charge code to calculate miscellaneous charges for the transaction in the Charges code field.

  11. View or modify the charges category and the miscellaneous charges for the purchase order. You can view the allocation method that is used for the charges code in the Charges allocation field after the allocation.

  12. Close the Charges transactions form.

Post the invoice with charges

  1. On the Action pane, on the Invoice FastTab. In the Generate group, click Invoice to create the invoice.

  2. Click Accounts payable > Common > Vendor invoices > Open vendor invoices.

  3. Select the vendor invoice. On the Action pane, click Charges to view the charges that are posted for the transaction.

Calculate charges for an intercompany transaction

You can also set up and calculate charges for an intercompany transaction.

You must set up a charge code with the category set to Intercompany percent. When you create an intercompany purchase order or sales order, the charges code defined for the customer or vendor and item combination is used to calculate charges.

A sales order or purchase order is created automatically for the intercompany for the original purchase order or sales order when the charges category is set to Intercompany percent. The charges are added to both the original order and the automatically created order to match the invoice amounts.

See also

(IND) Purchase orders (modified form)