Dynamics AX

Enhanced & Flexible Management of Miscellaneous Charges

Dynamics AX
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Allocation of misc. charges is usually a time-consuming and exhausting process. Moreover, errors can occur while calculating or choosing the right allocation method, and it’s too easy for a user to leave part of a charge unallocated by accident. To help the companies solve these issues, we have designed an enhanced solution for the automated allocation of miscellaneous charges.

This solution will allow you to allocate misc. charges in a fast and easy way which avoids errors, saving time and ensuring integrity of financial data. You can also allocate any misc. charge across lines from multiple invoices in a single transaction – not possible in standard functionality.

Allocating charges: fast, easy and flexible

A dedicated journal for misc. charges ensures accurate financial accounting and full transaction history. The flexible filters allow for precise selection of the lines to be allocated and choice of the allocation method, i.e. according to the weight, amount, volume, etc.

In the journal, the source of misc. charges and a status indicator Allocated / Not Allocated are displayed. This helps to avoid errors and ensures that all misc. charges are fully allocated.

Our enhanced solution allows for reversal of misc. charge allocation simply and conveniently. You can model and choose the optimal way for allocation of miscellaneous costs before posting them, but if you need to reverse something that’s already posted, we’ve made that easy too.

Save time and money

With the help of our customers we have measured and modelled the “before” and “after” metrics for a typical charge allocation process. The results clearly show that the more invoices you have – the more you save!

Additional benefits of our solution:

  • Builds on the standard functionality of Microsoft Dynamics 365 for Finance and Operations, easy to use, no new concepts introduced and no additional training required.
  • Manual included and free consultation upon purchase.
  • Rapid deployment, short time-to-value.

Advanced options for enhancement: 

  • Allocation of miscellaneous costs on purchase order or pending invoice lines.
  • Allocation of miscellaneous costs on the stocks transfer lines.

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