Allocation of Miscellaneous Charges By Purchase Order Line

Allocate miscellaneous charges is a scenario where an organization wants to add some extra fees to an item value without modifying the itempurchase price.
Microsoft Dynamics AX 2012 allows to allocate miscellaneous charges by line of a purchase order. For example, if some items on the purchase order were picked up at the vendor’s location and others were delivered, we can allocate the delivery charges only to the items that were delivered. This functionality was not available in Microsoft Dynamics AX 2009.
After we complete this exercise, we will be able to:

• Allocate Charges to line items.

The following will demonstrate this functionality:

1. From the Purchase Order form, we have a Purchase Order that has 3 line items.
   Figure 1 – Purchase Order Lines form
2. From the Purchase action pane, click on Maintain charges to display the Charges transactions form
   Figure 2 – Purchase Tab
3. In the Charges code field, select a code.
4. In the Charges value field, type a value.
   
   Figure 3 – Charges Transaction Form
5. Click Close to close the Charges transactions form.
6. In the Purchase action pane, click on Allocate charges.
   
   Figure 4 – Purchase Tab
7. Select Per Line in the Charges Allocation field also select the Allocate all checkbox.
8. Select the Show selections and clear specific lines check box.
   
   Figure 5 – Allocate charges form
9. Clear the check box of the first line item and then press Allocate.
10. This will allocate the 250 USD across the second and third line evenly. Both items will receive a 125 USD charge for Installation.
11. To view this charge on the line item, click Financials from the Purchase order lines fast tab and then click on Maintain charges.
    
    Figure 6 – Charges transactions form