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 different kinds of sales documents, for example, a separate invoice or the document where the items that the item charge relates to are listed.
When you have entered the item charge, you can create the link by assigning the item charge to selected items.
The following steps describe how to assign item charges from a sales invoice, but the same steps can be followed from other sales documents.
To assign an item charge to a sales document
In the Search box, enter Sales Invoices, and then choose the related link.
Open the sales invoice that you entered the item charge on.
Select the e line that you entered the item charge on.
On the Lines FastTab, choose Actions
, choose Line, and then choose Item Charge Assignment. The Item Charge Assignment (Sales) window opens.If you entered this window from an invoice with item lines on it, the assignment lines will already be filled in with the lines from the invoice.
You can use a function to get posted shipment lines that the item charge relates to.
On the Lines FastTab, choose Actions
, choose Functions, and then choose Get Shipment Lines. For more information, see How to: Get Shipment Lines for Item Charges.
Note Note that if you are assigning the item charge from a separate invoice, you must fill in the window by using this function. You are now ready to assign the item charge. Microsoft Dynamics NAV can suggest an assignment for you, if you prefer, and you can then adapt the suggestion to your needs.
From the Item Charge Assignment (Sales) window, select the first assignment line that you want to assign this item charge to.
Note If you do not want to assign part of an item charge to a line, you can skip step 6 for that assignment line. In the Qty. to Assign field, enter the number of units of the item charge that you want to assign to this line. You can enter decimal numbers in this field, for example, if you entered the number 1 in the Quantity field on the order. You can also enter a formula.
Note that in the Item Charge Assignment (Sales) window, status fields show you how much you can assign, how much of this you already have assigned, and how much is left to assign in both quantities and amounts.
When you post the invoice, 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.
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