(RUS) Allocate charges to other item invoices to include allocations to an item cost price
Important
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can allocate charges that are incurred from one vendor invoice to the cost of items in another vendor invoice. You can allocate expenses from a vendor invoice line to a non-stocked or category-based purchase order line. You can also allocate non-stocked or category-based vendor invoice lines to purchase items as expenses.
Click Accounts payable > Inquiries > Journals > Invoice journal.
Select a vendor invoice, and then click Charges > Allocation.
In the Charges allocation field, select the method to use to allocate the charges, from the following options:
Net amount – Charges are allocated according to each line amount relative to the total net amount of the service invoice.
Quantity – Charges are allocated according to the number of units for each line relative to the total number of units for the service invoice.
Gross weight – Charges are allocated equally, according to the gross weight of the items that are received.
Volume – Charges are allocated equally, according to the volume of the items that are received.
In the Posting date field, select the date of the allocation transaction.
Select the Select check box to select a posted invoice that includes charges.
In the Allocation mode field, verify that Include to the cost price is selected. Include to the cost price is the default allocation mode.
In the lower pane, click Choose to specify the selection criteria that are used to transfer the invoice lines to the Allocation base grid.
Select the Select check box to select the invoice lines that the charges are allocated to.
Click Allocation to allocate the charges. The allocation amount and the charges code are displayed in the right pane of the Allocation base grid.
In the right pane, in the Amount field, modify the amount to allocate to the selected invoice, if a different amount is required.
Click Post to post the allocation transaction.