Suggesting An Assignment of Item Charges to Purchase Documents

It is possible to enter item charges, such as freight or handling charges, into Navision and link them to the items that they relate to.

The item charge can be entered into the program on a separate invoice or on the document where the items this cost relate to are listed.

When you have entered the item charge, you can create the link by assigning the item charge to selected items. To help you, the program can suggest a assignment of the item charge to the assignment lines you have selected. You can then adapt that suggested assignment to your needs.

The following steps can be followed from both an order and other purchase documents. For simplicity, only an order is described in detail.

To Suggest Item Charge Assignment:

  1. Open the order that you entered the item charge on.

  2. Click Line and select Item Charge Assignment. The Item Charge Assignment (Purch) window opens.

  3. Fill the window with assignment lines.

    If you entered the window from a document with item lines, the program will have inserted these lines into the assignment lines.

    You can also add lines from other documents by using the getting receipt lines, getting transfer receipt lines and getting return shipment lines functions.

  4. Click Functions, Suggest Item Chrg. Assignment. A dialog box appears.

    In this dialog box, you can select which type of item charge assignment the program should suggest:

    Choice

    Result

    Equally

    The program suggests that you assign the cost of the item charge equally to all assignment lines in the assignment window

    Amount

    The program suggests that you assign the cost of the item charge depending on the contents of the Line Amount fields in each of the original lines.

  5. Select one of the options and click OK. The program fills in the Qty. To Assign fields in the assignment lines with suggested quantities.

  6. Adapt the numbers in the Qty. To Assign fields to your needs.

  7. When you have finished assigning the costs, return to the main document by pressing Esc. The assignment is done by creating a value entry for the item charge and linking it to an item ledger entry corresponding to the assignment line.

Related Topics

Assigning Item Charges to Purchase Documents

Getting Receipt Lines

Getting Return Shipment Lines

Getting Transfer Receipt Lines

Suggestion of Item Charge Assignment to Purchase Documents

Assignment of Item Charges to Purchase Documents