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Re-apply auto charges to purchase orders

  • 1.  Re-apply auto charges to purchase orders

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi All,

    We have a bunch of purchase orders that were created while the wrong "Auto Charge" rules were configured.
    As a result, some order lines are now set with the wrong Purchase Charge Codes /  amounts

    We corrected the auto-charge rules.
    Is there a way to re-apply the auto charge rules to the purchase orders (so we don't have to go and correct the purchase orders line by line)?

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    Zvika Rimalt
    Functional Consultant
    Vancouver BC
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    AXUG Summit - Post


  • 2.  RE: Re-apply auto charges to purchase orders

    TOP CONTRIBUTOR
    Posted 14 days ago
    Hi Zvika,

    I have not seen a standard feature to correct or re-apply auto-charges. You could create a job or runnable class which would loop the purchase orders and lines and re-apply the auto-charges.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    AXUG Summit - Post


  • 3.  RE: Re-apply auto charges to purchase orders

    GOLD CONTRIBUTOR
    Posted 14 days ago
    What is the status of the PO?  There is a function called correct Misc. charges.  AP>inquiries>journals>invoice journal (if invoiced).  Choose charges>adjustment.  ​

    ------------------------------
    Deb Salyer
    DS Erp Inc
    Sarasota FL
    941-351-2990
    deb@dserpinc.com
    ------------------------------

    AXUG Summit - Post


  • 4.  RE: Re-apply auto charges to purchase orders

    TOP CONTRIBUTOR
    Posted 14 days ago
    Deb, I believe the functionality you are referring to applies only to invoiced purchase orders, and it only allows to manually apply codes to purchase orders lines, in a similar way one can manually apply codes to a non-posted purchase orders.

    ------------------------------
    Zvika Rimalt
    Functional Consultant
    Vancouver BC
    ------------------------------

    AXUG Summit - Post


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