Sunday, 12 November 2006

Miscellaneous charges

Miscellaneous charges are a great tool in Dynamics Ax in order to control the value of your inventory as well as to add any number of extra cost components / side entries during the posting process.

As always :-) there is room for improvement in this functionality.

One of the areas that would be nice to expand upon is to have the ability to create purchases of Misc charges and to have a means of associating those purchases with the goods receipt notes and / or invoices on which this cost needs to be applied.

One means of doing this, which I have carried out at several customer installations is to add two new fields on the InventTable with a Misc charges code, and a distribution method (which I normally expand to include weight and volume distribution methods), these fields then control the option in the purchase order lines of being able in a button on the line to select one or more goods receipt notes or one or more invoices on which to apply the misc charge.

In addition to the above we add a misc charges group on the inventory table which is different from the normal one which is used to limit which misc charges are applied through this new mechanism of affecting / distributing misc charges. This field is of course only to be used for items other than the service items associated with the purchase of services.

In order to simplify things as unions are not possible in views I normally just build one button allowing selection of GRN's on which to distribute and another of Purchase invoices on which to distribute. The two buttons fill up a table which is linked through the Transid field to the original purchase order line on which the service is being purchased.

Then comes some tedious class work which I will spare you the details of doing extensions of the Markup classes and an addition to the PurchFormLetter_Invoice Class to call and update the invoices that are linked, using another Markup Class instance not the standard one ;-).

I have seen this done by 3 different partners in different manners, and have myself been called upon to do it as well, seems it is often requested and not very often provided.

Another thing for the idea box.

/Sven

No comments: