Item charges, such as freight, handling charges or insurance, can be entered on a separate purchase invoice or on the original purchase document where the items that the item charges relate to are listed. For more information, see How to: Enter Item Charges on Separate Purchase Invoices.

The following procedure describes how to enter an item charge on an existing purchase document that has not been posted as fully invoiced. If you receive the purchased items and the invoice for the item charge at the same time, or if the original purchase document has not been posted in full yet, then follow this procedure.

The same procedure applies to purchase credit memos and invoices.

To enter an item charge on the original purchase document

  1. In the Search box, enter Purchase Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Create a purchase order. For more information, see How to: Create Purchase Orders Manually.

  4. On the Lines FastTab, in the Type field, enter Charge (Item).

  5. In the No. field, select an item charge number.

  6. In the Quantity field, enter the number of units of this item charge that you have been invoiced for.

    You can either enter 1, and then, in the Direct Unit Cost field, enter the item charge amount that was invoiced. Alternatively, enter the amount, and then, in the Direct Unit Cost field, enter 1.

  7. In the Direct Unit Cost field, enter the cost of one unit of this item charge. Alternative, enter 1 depending on the value in the Quantity field.

You are now ready to assign the item charge. For more information, see How to: Assign Item Charges to Purchase Documents.

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