Posted by: Steve Schwartz
PO 9.2B misc charge allocation - 01/20/17 12:30 PM
I think I know PO pretty well, but for this one I need help.
A client buys stock and non-stock items, both of which they sell via OrderEntry (they also buy sundry items for office use, but that is not applicable here). Non-stock items are one-time inventory items; there is no need to track quantities.
They often place a mixture on one PO. When they add a misc charge such as freight to a PO, they want to allocate the freight pro-rata by value to the various items, but they want the portion that is allocated to the non-stock items to go to a specific Ledger account (freight).
Can this be done automatically? I can think of a convoluted way. For example, if the non-stock items make up 25% of the value, I can make the freight charge 75% pro-rated, and then manually assign this 75% to the stock items.
Thanks
Steve
A client buys stock and non-stock items, both of which they sell via OrderEntry (they also buy sundry items for office use, but that is not applicable here). Non-stock items are one-time inventory items; there is no need to track quantities.
They often place a mixture on one PO. When they add a misc charge such as freight to a PO, they want to allocate the freight pro-rata by value to the various items, but they want the portion that is allocated to the non-stock items to go to a specific Ledger account (freight).
Can this be done automatically? I can think of a convoluted way. For example, if the non-stock items make up 25% of the value, I can make the freight charge 75% pro-rated, and then manually assign this 75% to the stock items.
Thanks
Steve