Dynamics 365 Business Central is a comprehensive business management solution designed for small to medium-sized businesses. One of its essential features is the ability to assign item charges, which allows businesses to allocate additional costs to items. These costs can include freight, insurance, handling, and other miscellaneous expenses. Properly assigning item charges ensures accurate costing, inventory valuation, and financial reporting.
This Dynamics 365 Business Central training guide provides step-by-step instructions for assigning item charges in Dynamics 365 Business Central, ensuring you can efficiently manage and allocate additional costs to your items.
Step 1: Navigate to the Purchase Order
To assign item charges, start by navigating to the relevant purchase order. Follow these steps:
Open Dynamics 365 Business Central.
Use the search function (magnifying glass icon) to search for "Purchase Orders".
Select the "Purchase Orders" option from the search results.
In the purchase orders list, find and select the purchase order to which you want to assign item charges.
Step 2: Add Item Charge (Purchase) Line
Once you have opened the purchase order, you need to add an item charge line:
In the purchase order, navigate to the lines section.
Add a new line with the "Type" of "Charge (Item)".
In the "No." field, choose the appropriate item charge code from the list.
Step 3: Assign Charges to Items
After adding the item charge line, you need to assign the charges to the specific items:
Select the item charge line you just created.
Click on the "Line" button.
Select "Item Charge Assignment"
Note: If the Purchase Order has already been received, you can use the Get Receipt Lines function on the Item Charge Assignment page to choose which receipt lines to assign the item charge to.
In the "Qty. to Assign" field, enter the quantity to assign the charges to.
Click "Close" to close the "Item Charge Assignment" window.
Verify that the Qty. to Assign and Item Charge Qty. to Handle fields are populated.
Step 4: Post the Purchase Order
With the item charges assigned, the final step is to post the purchase order:
In the purchase order window, click on the "Post" button.
Select "Post" and then choose "Receive and Invoice" to complete the process.
Conclusion
By following these steps, you can efficiently assign item charges in Dynamics 365 Business Central. This process ensures that all additional costs are accurately allocated to your items, providing better inventory management and financial reporting. Regularly reviewing and assigning item charges will help maintain accurate cost records, ultimately leading to more informed business decisions.
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