Adjust charges on vendor invoices
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this information to enter and allocate charges to multiple lines on a posted vendor invoice. Before you begin, the number sequence for Charges voucher must be specified in the Accounts payable parameters form.
Click Accounts payable > Inquiries > Journals > Invoice journal.
Select the invoice to adjust.
Click Charges > Adjustment.
Select the allocation method in the Charges allocation field.
This step applies only if the charge is a fixed amount.
In the Posting date field, enter the date of posting in the ledger.
In the Allocate charges to lines field, specify whether to allocate charges to all lines, positive lines, or negative lines.
Select the Stocked check box to allocate charges only to inventoried order lines.
In the Charges code field, select the code for the charge.
The default description is based on the definition of the charge in the Charges code form. Modify the text in the Description field if you need to.
Enter a value in the Charges value field and specify how to calculate the charge in the Category field (Fixed, Pcs., Percent, or Intercompany percent).
Optional: Select Show selections and clear specific lines to exclude specific lines from this allocation.
This check box is not available if no charges have been set up.
When you select this check box, a grid is displayed 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 will be displayed in the grid. Any lines for which the full quantity has already been designated as having been received are not displayed.
You can exclude specific lines from allocation by clearing the Include check box for each line that should be excluded.
To exclude specific lines from allocation, leave the grid open when you click OK.
Click OK to adjust the charges to the lines.