How to: Suggest Item Charge Assignments on Sales Documents

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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 into a separate invoice or on the sales 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. Microsoft Dynamics NAV can suggest an assignment of the item charge to the assignment lines you have selected. You can then adapt that suggested assignment to your needs.

To suggest an assignment of item charges to a sales document

  1. In the Search box, enter the type of sales document, and then choose the related link.

  2. Open the sales document that you entered the item charge on.

  3. Select the line with the item charge. On the Lines FastTab, choose ActionsAction Menu icon, choose Line, and then choose Item Charge Assignment. The Item Charge Assignment (Sales) window opens.

  4. Fill the window with assignment lines.

    If you entered the window from a document with item lines, these lines are automatically inserted into the assignment lines.

    You can also add lines from other documents by using the Get Shipment Lines and Get Return Receipt Lines functions.

  5. On the Actions tab, in the Functions group, choose Suggest Item Charge Assignment. A dialog box opens.

    In this dialog box, item charge assignments are suggested based on one of two principles, as described in the following table.

    Choice Result

    Equally

    Assign the item charge equally to all assignment lines in the assignment window

    Amount

    Assign the item charge depending on the contents of the Line Amount fields in each of the original lines.

  6. Select one of the options, and choose the OK button. The Qty. To Assign field fills in the assignment lines with suggested quantities.

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

  8. When you have finished assigning the item charge, return to the main document by pressing the Esc key. 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.

See Also

Tasks

How to: Assign Item Charges to Sales Documents
How to: Get Shipment Lines for Item Charges
How to: Get Return Receipt Lines for Item Charges

Concepts

Suggesting Item Charge Assignment in Sales Documents
Assignment of Item Charges to Sales Documents