How to: Suggest Item Charge Assignments on Purchase Documents
It is possible to enter item charges, such as freight or handling charges, and link them to the items that they relate to.
The item charge can be entered on a separate invoice or in the document where the items that the cost relates to are listed. For more information, see How to: Enter Item Charges on Separate Purchase Invoices and How to: Enter Item Charges on the Original Purchase Document respectively.
When you have entered the item charge, you can create the link by assigning the item charge to selected items. The Suggest Item Chrg. Assignment function can help you assign the item charge to the assignment lines that you have selected. You can then adapt that suggested assignment to your needs.
You can follow these steps when creating an order and other purchase documents. For simplicity, only a purchase order is described in detail.
To suggest item charge assignment
In the Search box, Purchase Orders, and then select the related link.
Open a purchase order that you entered an item charge on. For more information, see How to: Assign Item Charges to Purchase Documents.
Select a purchase line of type Charge (Item), and then, on the Lines FastTab, choose Line, and then choose Item Charge Assignment.
In the Item Charge Assignment (Purch) window, fill in the assignment lines.
If you entered the window from a document with item lines, then these lines are already inserted on the assignment lines.
You can also add lines from other documents by using, for example, the Get Receipt Lines function. For more information, see How to: Get Receipt Lines for Item Charges.
On the Actions tab, in the Functions group, choose Suggest Item Charge Assignment. A dialog box opens.
In the dialog box, specify which type of item charge assignment to suggest by selecting from the following options.
Option Description Equally
The cost of the item charge is assigned equally to all lines in the Item Charge Assignment (Purch) window.
Amount
The cost of the item charge is assigned according to the content of the Line Amount field in each original line.
Choose the OK button. The Qty. To Assign field on the assignment lines is filled with suggested quantities, but you can change this amount.
In the Item Charge Assignment (Purch) window, choose the OK button to return to the purchase order.
See Also
Tasks
How to: Assign Item Charges to Purchase Documents
How to: Get Receipt Lines for Item Charges
How to: Get Return Shipment Lines for Item Charges
How to: Get Transfer Receipt Lines for Item Charges