Allocate charges (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase tab, in the Charges group, click Allocate charges.
–or–
Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase tab, click Allocate charges.
–or–
Click Accounts payable > Common > Vendor invoices > Pending vendor invoices. On the Action Pane, on the Financials tab, click Allocate charges.
Use this form to allocate charges to multiple lines on a purchase order or invoice.
Tasks that use this form
Adjust charges on vendor invoices
Account for vendor invoice variance due to charges
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
---|---|
Allocate |
Allocate the charges that you have specified for the purchase order lines. |
Select inventory dimensions |
Select the inventory dimensions to display in the grid that shows the lines that can be excluded from allocation. Note This button and the associated grid are available only when the Show selections and clear specific lines check box is selected. |
Fields
Field |
Description |
---|---|
Charges allocation |
Select the method to use when you allocate charges to purchase order or invoice lines:
Note This field is available only for fixed charges. |
Allocate charges to lines |
Select which lines to allocate charges to. You can select one of these values:
|
Allocate all |
Select this check box to allocate charges to purchase order lines, even if the charge code has a debit type other than Item. |
Received |
Select this check box to allocate charges only to received order lines. The charges are allocated to the lines based on the quantity that has been received for each line. Note This field is not available if you are working with an invoice. |
Stocked |
Select this check box to allocate charges only to stocked order lines. |
Show selections and clear specific lines |
Select this check box to open a grid that lets you exclude specific lines from the allocation. Note This check box is not available if no charges have been set up. The grid includes only those lines that match the criteria in the Allocate charges to lines and Stocked fields. For example, if you select Positive lines and Stocked, only lines that are both positive and stocked are displayed in the grid. Any lines for which the full quantity has already been designated as received are not displayed. To exclude specific lines from allocation, clear the Include check box for each line that should be excluded. Important To exclude specific lines from allocation, leave the grid open when you click OK. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).