Purchasing charges such as purchase amounts that exist in addition to line items can be required on purchasing transactions. For example, freight and insurance may need accounting for. Charges can be captured separately on a transaction and posted to an expense account or added to the cost of the item. Charges can be shown on external documents or alternatively configured to generate only internal transactions within finance.
Charge codes represent the charges that could be added to a purchase transaction. Charge codes require a charge code ID which is a often short acronym to represent the charge, this exists alongside a more detailed charge name. Additional information is captured such as the VAT group if applicable alongside the posting settings.
Procurement Level 1: Manual charges can be configured.
Procurement Level 2: Manual charges can be configured.
Procurement Level 3: Manual and/or automatic charges can be configured.
The purpose of establishing charges is to capture values that appear in addition to item lines on a purchasing transaction.
Example charges that can be configured to apply to purchasing transactions could be;
In Dynamics 365
Within Dynamics 365 a short and recognisable charge code ID is required – this field is restricted to 10 characters. Users must be able to recognise the charge by the charge code ID. Secondly, a charge code description is required to expand on the charge code ID. This field can be a maximum of 60 characters and appears alongside the charge code ID within the system.
Charges within Dynamics 365 can be applied manually by the user or automatically triggered by pre-defined conditions.
Charges can be applied to purchasing transactions by selecting maintain charges on the purchase order. Charges can be applied at order level or line level.
Please find below the relevant PCF ID’s.
Level 1 Category: 10216
Level 2 Process Group: 10279
Level 3 Process: 10295