D365 Finance & Operations and Dynamics AX Forum

Hi All,

In our grocery distribution business we want to automatically add deposits to the sales order line.
(simply - we sell 5 bottles, we need to charge 5xbottle deposit)

The obvious choice is to use sales charges on the line level, and use auto-charge rules to automatically link these to specific items.
This also takes care of posting into the right ledger account to record the deposit.

What I am not liking about the functionality is that I cannot find where the sales clerk is getting visibility to the details of what charges are added, and for how much for each line..

If looking at the sales order line - the total charges are printed, but not broken by order line.
If looking at the sales order line level > Maintain Charges, the clerk can see that a sales charge WAS added to the line, but it does not show what is the actual amount that is being added.
Printing the sales order seems to also just print the total charges...

What am I missing? This will make it hard for the person entering the order to verify everything "looks correct"
Is there a better way to add bottle deposit amounts?

Zvika



I have a question related to automatically adding bottle deposits

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

Hi Zvika,
How about using a Service Item and adding it to the item master for the bottles being sold? You might need to make a minor customization to have the Calculate Supplementary Items process run automatically after entry of a parent SO line for the bottles in question, but I think it would get you to where you want to go otherwise.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH
------------------------------

Original Message:
Sent: Mar 01, 2021 11:44 PM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

Hi All,

In our grocery distribution business we want to automatically add deposits to the sales order line.
(simply - we sell 5 bottles, we need to charge 5xbottle deposit)

The obvious choice is to use sales charges on the line level, and use auto-charge rules to automatically link these to specific items.
This also takes care of posting into the right ledger account to record the deposit.

What I am not liking about the functionality is that I cannot find where the sales clerk is getting visibility to the details of what charges are added, and for how much for each line..

If looking at the sales order line - the total charges are printed, but not broken by order line.
If looking at the sales order line level > Maintain Charges, the clerk can see that a sales charge WAS added to the line, but it does not show what is the actual amount that is being added.
Printing the sales order seems to also just print the total charges...

What am I missing? This will make it hard for the person entering the order to verify everything "looks correct"
Is there a better way to add bottle deposit amounts?

Zvika



I have a question related to automatically adding bottle deposits

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

yes, I should definitely explore that direction.
Question is - does the "supplementary items" process keep a "link" between the original item and the deposit?

Ideally if the item quantity changes or the whole line is deleted, I would want the linked deposit to modify as well.

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

Original Message:
Sent: Mar 02, 2021 06:52 AM
From: Jack Moran
Subject: Bottle deposits on sales order line

Hi Zvika,
How about using a Service Item and adding it to the item master for the bottles being sold? You might need to make a minor customization to have the Calculate Supplementary Items process run automatically after entry of a parent SO line for the bottles in question, but I think it would get you to where you want to go otherwise.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH

Original Message:
Sent: Mar 01, 2021 11:44 PM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

Hi All,

In our grocery distribution business we want to automatically add deposits to the sales order line.
(simply - we sell 5 bottles, we need to charge 5xbottle deposit)

The obvious choice is to use sales charges on the line level, and use auto-charge rules to automatically link these to specific items.
This also takes care of posting into the right ledger account to record the deposit.

What I am not liking about the functionality is that I cannot find where the sales clerk is getting visibility to the details of what charges are added, and for how much for each line..

If looking at the sales order line - the total charges are printed, but not broken by order line.
If looking at the sales order line level > Maintain Charges, the clerk can see that a sales charge WAS added to the line, but it does not show what is the actual amount that is being added.
Printing the sales order seems to also just print the total charges...

What am I missing? This will make it hard for the person entering the order to verify everything "looks correct"
Is there a better way to add bottle deposit amounts?

Zvika



I have a question related to automatically adding bottle deposits

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

Hi Zvika,

We are doing bottle deposits using a per unit tax code. This approach works well for us.

------------------------------
Matthew Stainforth
Senior Systems Analyst
ANBL
------------------------------

Original Message:
Sent: Mar 03, 2021 01:49 AM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

yes, I should definitely explore that direction.
Question is - does the "supplementary items" process keep a "link" between the original item and the deposit?

Ideally if the item quantity changes or the whole line is deleted, I would want the linked deposit to modify as well.

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

Original Message:
Sent: Mar 02, 2021 06:52 AM
From: Jack Moran
Subject: Bottle deposits on sales order line

Hi Zvika,
How about using a Service Item and adding it to the item master for the bottles being sold? You might need to make a minor customization to have the Calculate Supplementary Items process run automatically after entry of a parent SO line for the bottles in question, but I think it would get you to where you want to go otherwise.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH

Original Message:
Sent: Mar 01, 2021 11:44 PM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

Hi All,

In our grocery distribution business we want to automatically add deposits to the sales order line.
(simply - we sell 5 bottles, we need to charge 5xbottle deposit)

The obvious choice is to use sales charges on the line level, and use auto-charge rules to automatically link these to specific items.
This also takes care of posting into the right ledger account to record the deposit.

What I am not liking about the functionality is that I cannot find where the sales clerk is getting visibility to the details of what charges are added, and for how much for each line..

If looking at the sales order line - the total charges are printed, but not broken by order line.
If looking at the sales order line level > Maintain Charges, the clerk can see that a sales charge WAS added to the line, but it does not show what is the actual amount that is being added.
Printing the sales order seems to also just print the total charges...

What am I missing? This will make it hard for the person entering the order to verify everything "looks correct"
Is there a better way to add bottle deposit amounts?

Zvika



I have a question related to automatically adding bottle deposits

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

Thanks Matthew! that's an interesting and fresh idea.
I used "tax" for all sorts of things in the past (withholding, fees...) makes sense to try it for deposits

I will give it a try...

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

Original Message:
Sent: Mar 03, 2021 07:57 AM
From: Matthew Stainforth
Subject: Bottle deposits on sales order line

Hi Zvika,

We are doing bottle deposits using a per unit tax code. This approach works well for us.

------------------------------
Matthew Stainforth
Senior Systems Analyst
ANBL

Original Message:
Sent: Mar 03, 2021 01:49 AM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

yes, I should definitely explore that direction.
Question is - does the "supplementary items" process keep a "link" between the original item and the deposit?

Ideally if the item quantity changes or the whole line is deleted, I would want the linked deposit to modify as well.

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

Original Message:
Sent: Mar 02, 2021 06:52 AM
From: Jack Moran
Subject: Bottle deposits on sales order line

Hi Zvika,
How about using a Service Item and adding it to the item master for the bottles being sold? You might need to make a minor customization to have the Calculate Supplementary Items process run automatically after entry of a parent SO line for the bottles in question, but I think it would get you to where you want to go otherwise.

------------------------------
Jack Moran
Solutions Architect
MCA Connect
Greenfield NH

Original Message:
Sent: Mar 01, 2021 11:44 PM
From: Zvika Rimalt
Subject: Bottle deposits on sales order line

Hi All,

In our grocery distribution business we want to automatically add deposits to the sales order line.
(simply - we sell 5 bottles, we need to charge 5xbottle deposit)

The obvious choice is to use sales charges on the line level, and use auto-charge rules to automatically link these to specific items.
This also takes care of posting into the right ledger account to record the deposit.

What I am not liking about the functionality is that I cannot find where the sales clerk is getting visibility to the details of what charges are added, and for how much for each line..

If looking at the sales order line - the total charges are printed, but not broken by order line.
If looking at the sales order line level > Maintain Charges, the clerk can see that a sales charge WAS added to the line, but it does not show what is the actual amount that is being added.
Printing the sales order seems to also just print the total charges...

What am I missing? This will make it hard for the person entering the order to verify everything "looks correct"
Is there a better way to add bottle deposit amounts?

Zvika



I have a question related to automatically adding bottle deposits

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