Unified Operations & Dynamics AX Forum

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)?

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

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
------------------------------

Original Message:
Sent: Jun 10, 2019 04:39 PM
From: Zvika Rimalt
Subject: Re-apply auto charges to purchase orders

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)?

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

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
------------------------------

Original Message:
Sent: Jun 10, 2019 04:39 PM
From: Zvika Rimalt
Subject: Re-apply auto charges to purchase orders

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)?

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

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
------------------------------

Original Message:
Sent: Jun 11, 2019 11:45 AM
From: Deb Salyer
Subject: Re-apply auto charges to purchase orders

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

Original Message:
Sent: Jun 10, 2019 04:39 PM
From: Zvika Rimalt
Subject: Re-apply auto charges to purchase orders

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)?

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