Setting up Freight Overhead on Purchase Orders in Microsoft Dynamics AX 2012

Posted on: November 10, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365

Authored by: Dave Occhionero

When setting up cost sheets, there is functionality to calculate an amount based on a purchase price.  This setup will walk you through how this can be accomplished.

Setting up the costing sheet.

1.      The first step is to navigate to Inventory and Warehouse Management> Setup> Costing> Costing Sheets.

2.      Look at your Cost Sheet Setup and verify that correct nodes are setup for the cost of Purchase. 

 

a.      Again look at your cost sheet and verify that there is an Overhead on Purchase node as well.

i.     Create the COP (cost of purchase) freight node below the overhead on purchase node

1.      Highlight the COP-Freight node we created, right click, and select surcharge from the drop down

2.      Click OK

3.      Type in a Code

4.      Subtype needs to be level, and per item should be checked

 

5.      Navigate to the Calculation Tab

a.      The Surcharge Screen opens 
b.      Enter in a record
i.     Select the Cost version
ii.     Select a Site
iii.     Select Group as Valid for 
1.      Enter in appropriate item Groups, Items, or All
a.      Purch FG, Raw, and Sub
b.      Enter in a percent (and select a from date)
c.      Enter in a line that has a valid for “ALL” and do not populate a percentage.  This will minimize Infolog’s during the cost roll and has no costing impact.  This is only valid if you choose specific items or item groups.

 

 

*Save and Activate all changes to the cost sheet*

For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817. 

All the best!
Logan Consulting
www.loganconsulting.com



2020 Nucleus Research Report on ERP Technology

Free Download:

2020 Nucleus Research Report on ERP Technology

Download the guide ›