Module 1: SALES ORDER MANAGEMENT
Module 2: SALES PRICES AND DISCOUNTS
Module 3: CUSTOMER SERVICE FEATURES
Module 4: PURCHASE ORDER MANAGEMENT
Module 5: REQUISITION MANAGEMENT
Module 6: ITEM CHARGES
Module 7: ORDER PROMISING
- Lesson 1: Sales Order Promising Key Concepts
- Lesson 2: Sales Order Promising Definitions and Calculations
- Lesson 3: Date Calculation Setup for Sales Orders
- Lesson 4: Promising Sales Order Delivery
- Lesson 5: Purchase Order Promising Definitions and Calculations
- Lesson 6: Date Calculation Setup for Purchase Orders
- Lesson 7: Estimating Purchase Order Receipts
- Lesson 8: Estimate a Transfer Order Receipt & Calendars
Module 8: RETURNS MANAGEMENT
Module 9: ASSEMBLY MANAGEMENT
Module 10: ANALYSIS AND REPORTING
Lesson 2: Purchase Item Charges
Purchase Item Charges
Purchase Item Charges : When purchasing goods from suppliers, companies frequently incur additional costs, such as freight, import taxes, and so on. These make up the total landed costs for purchases and can be included in the calculation of inventory value and cost of goods sold.
Depending on the nature of their sales agreements, companies might also pay these costs when delivering shipments. In this case, the costs represent noninventoriable expenses that affect the company’s overall profit calculation.
Accountants can register these added costs as a separate cost category and link them directly to related items. In Microsoft Dynamics NAV, these costs are known as item charges. You can register an item charge in two ways:
- As a separate purchase document. Typically, you use this method when the invoice for the added cost arrives after you post the original purchase document, or when the charge must be assigned to a sales document.
- In the original purchase document. You use this option when the item charge amount is known when you post the receipt of the related items.
The program can also suggest a distribution of the item charge to the relevant document lines. You can change this as needed.
To create the purchase invoice, follow these steps.
- In the Search box, enter “purchase invoices”, and then select the related link.
- On the Home tab, click New and then press Enter.
- On the General FastTab, in the Buy-from Vendor No. field, enter “10000”.
- In the Vendor Invoice No. field, type “Freight12810”.
- On the Lines FastTab, in the Type field, select Charge (Item).
- In the field, select P-FREIGHT to represent the freight-related cost.
- In the Quantity field, type “1”.
- In the Direct Unit Cost Excl. VAT field, type “100”.
To assign the charge to the posted purchase receipt, follow these steps.
- On the Lines FastTab, point to Line and then click Item Charge Assignment.
- On the Actions tab, click Get Receipt Lines.
- Select all four lines for Document No. 107023 and then click OK. The selected lines copy to the Item Charge Assignment (Purch)
To assign the charge amount, Cassie can manually enter values in the Qty. to Assign field for all the lines, or she can use automatic assignment. For automatic assignment, she can divide the total charge amount equally among the lines or proportionally based on the line amount.