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Auto charges and Planned Purchase order

  • 1.  Auto charges and Planned Purchase order

    SILVER CONTRIBUTOR
    Posted Nov 13, 2019 08:37 AM
    Hello,

    We are finding that our purchase auto charges setup at the line level are not applied to planned purchase orders.  Has anyone experienced this issue or have suggestions on how to get the auto charges applied to planned purchase orders?

    Also, is anyone aware of a way to apply the charges to the purchase order lines after a PO is created?

    Thank you,
    Anilda

    ------------------------------
    Anilda Pena
    Sr. IT Business Analyst
    Omniparts Automotive
    Franklin TN
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Auto charges and Planned Purchase order

    D365UG/AXUG ALL STAR
    Posted Nov 14, 2019 10:41 AM
    Hi Anilda,

    Based on your question, I am making an assumption that auto charges are working for planned orders with charges applied at the header level.

    Do you have the "Find auto charges for line" parameter enabled under Procurement and sourcing parameters? (See image below)



    ------------------------------
    Kelly Kane
    Business Analyst
    Ellipse Solutions LLC
    Dayton OH
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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