Charge(item) - can we use it this way?

Josetxo
Josetxo Member Posts: 92
edited 2010-04-27 in NAV/Navision Classic Client
Hello all,

We are running NAV 4.0 SP1 in Spain.
We have a subsidiary in the US in which we have created a series of "Charge(Item)" records that have their Posting Groups assigned, so they can create their related accounting records correctly.
We thought this was the way for our people to efficiently add sales lines to sales orders, with those lines holding the charges for product installations, trainings, repairings.. .

The bad news is that we cannot register a sales invoice that has this kind of lines without previously making the item charge assignment (through Line/Item Charge Assginment).

This is the way the NAV standard works. But there are situations in which this might not be desirable (think about an annual charge for product warranty, or a end-user training where there is not a direct relationship between the charge and an item ledger entry).

Is it possible to avoid this restriction? Or, how do you achieve this goal thorugh the NAV standard - maybe we are doing some wrong assumptions.

Many thanks in advance.

Comments

  • leugim
    leugim Member Posts: 93
    Hi.

    It's not possible unless you change some code. Charge (Item) were designed to update item cost without changing item inventory.

    I think what you are looking for is services invoicing, and here in Spain normally we resolve it making invoices using G/L Accounts directly under groups 6 and 7.

    Regards from Valencia.
    _______________
    so far, so good
  • Josetxo
    Josetxo Member Posts: 92
    Hello leugim,

    thank you for your reply.

    Yes, we are looking for that kind of service invoicing, and we are rsesolving it in Spain as you suggested (6 and 7 groups in G/L accounts).

    How should this be done in the US? Is the Charge(item) the tool, with some code modification? Or is there any other way to achieve this?

    Regards!
  • leugim
    leugim Member Posts: 93
    I don't know how it works in the US!! :?
    sorry
    _______________
    so far, so good
  • Josetxo
    Josetxo Member Posts: 92
    No worries leugim, thanks a lot anyway.

    Can anybody give me a guideline on this?

    Best regards,
    Josetxo
  • Alex_Chow
    Alex_Chow Member Posts: 5,063
    You should use Resource to sell non-item products and services instead of Item Charge.
    Confessions of a Dynamics NAV Consultant = my blog
    AP Commerce, Inc. = where I work

    Getting Started with Dynamics NAV 2013 Application Development = my book
    Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
  • Josetxo
    Josetxo Member Posts: 92
    Thank you Alex, we will try that way.

    Regards,
    Josetxo

Categories