How to: Assign Item Charges to Purchase Documents
It is possible to enter item charges, such as freight or handling charges, into Microsoft Dynamics NAV 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.
To assign item charges to purchase documents
In the Search box, Purchase Orders, and then choose the related link.
Open a purchase order that you entered 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 that has 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.
You are now ready to assign the item charge.
In the Qty. to Assign field on the first assignment line that you want to assign this item charge to, enter the quantity of item charge units.
You can enter decimal numbers in this field, for example, if you entered 1 in the Quantity field on the purchase order line. You can also enter a formula.
At the bottom of the Item Charge Assignment (Purch) window, status fields show you how much you can assign, how much you have already assigned, and how much remains to be assigned, shown in quantity and amount.
As an alternative to filling the Qty. to Handle field manually, you can use the Suggest Item Charge Assignment function. For more information, see How to: Suggest Item Charge Assignments on Purchase Documents.
Choose the OK button to close the Item Charge Assignment (Purch) window.
Now, when you post the purchase order as invoiced, a link is created between the items and the item charge.
See Also
Tasks
How to: Enter Item Charges on the Original Purchase Document
How to: Enter Item Charges on Separate Purchase Invoices
How to: Suggest Item Charge Assignments on Purchase Documents
How to: Get Receipt Lines for Item Charges
How to: Get Return Shipment Lines for Item Charges
Concepts
Assignment of Item Charges to Purchase Documents