Define a surcharge allocation
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
To allocate costs, you must first set up a Calculation version. You can then select one of the following different allocation types:
Allocation
Internal cost allocation
Surcharge calculation
To allocate costs with the allocation type Surcharge calculation, follow these steps.
Click Cost accounting > Setup > Calculation > Calculation versions. Select a calculation version and then click Allocations.
Press CTRL+N to create a new line.
In the Allocation level field, select the current level of allocation.
In the Allocation hierarchy field, select the hierarchy. This field is available only if you have selected Hierarchy in the Allocation level field.
In the Allocation dimension field, select the dimension for the allocation. This field is available only if you have selected Dimension in the Allocation level field
In the Allocation reference field, select the reference for the allocation.
In the Allocation type field, select Surcharge calculation.
Click the General tab, and in Allocation account and Offset account fields, select the ledger accounts.
Click the Surcharge calculation tab, and select the check boxes under Cost share field group.
Complete the fields under Value calculation field group to specify the allocated value.
Select the relevant check boxes under Offset transaction dimension field group.
Click the Dimension tab, and select the dimensions in the Dimensions field group.
Note
The allocations are calculated in the order shown on the Overview tab in the Allocations form. The order in which allocations are calculated is essential to the result. To change the order, click the Up and Down buttons.