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AX2009_ENUS_TL1_11

AX2009_ENUS_TL1_11

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Published by: amirulz on May 24, 2010
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11/28/2012

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Chapter 11: Over/Under Delivery and Miscellaneous Charges
11-1
CHAPTER 11: OVER/UNDER DELIVERY ANDMISCELLANEOUS CHARGES
Objectives
The objectives are:
 
Set up the Accounts receivable and Accounts payable modules toaccept over and under delivery.
 
Set up acceptable over and under delivery percentages on an item.
 
Manage over and under deliveries in sales and Purchase order  processing.
 
Set up a miscellaneous charges group for customers, vendors, anditems.
 
Assign miscellaneous group to customers, vendors, items, andorders.
 
Add price miscellaneous charges to an item that are dependent or independent of the item quantity.
 
Set up miscellaneous charges codes.
 
Manually add miscellaneous charges to a Sales and Purchase order.
 
Manually add miscellaneous charges to the Purchase order lines.
 
Set up automatic miscellaneous charges for a specific customer,item, or item group.
 
Modify or delete the automatic miscellaneous charges.
 
Set up and use landed costs.
 
Add or change miscellaneous charges during the Purchase order invoicing process.
Introduction
Variability in a company's internal and supplier performance can causesignificant backorder administration to manage even small differences inquantities ordered and received. The over delivery and under deliveryfunctionality in Microsoft Dynamics
®
AX 2009 can be used where the receivedor delivered quantity of an item fluctuates occasionally and it is not significantenough to be managed as a backorder.The Over/Under Delivery lesson introduces an effective way to manage smalldifferences between ordered and received quantities when an order with only a partial quantity must be closed without administering backorders.
 
Trade and Logistics I in Microsoft Dynamics
®
AX 2009
11-2
Miscellaneous charges are additional costs added to sales and Purchase orderssuch as freight, transport, postage, insurance, packaging, and fees. Themiscellaneous charges capabilities in Microsoft Dynamics AX 2009 letscompanies eliminate data entry by assigning charges to items, customers, andvendors when charges frequently occur, or are required.You can set up miscellaneous charges so that they are included in sales and purchase transactions automatically or you can add them manually to the ordersto accommodate one-time charges.The Miscellaneous Charges lesson discusses how to manage miscellaneouscharges in sales and Purchase orders.
Over/Under Delivery
To avoid unnecessary backorder handling every time that an order is slightlyover- or under-delivered, you can configure Microsoft Dynamics AX 2009 sothat such deliveries are accepted, if they are within predefined ranges from theoriginally ordered quantity. You can close and fully invoice these orders.This functionality will most likely be used for particular kinds of items that aredelivered by weight, in bulk, or in linear feet. These kinds of items are also lowin value and carrying costs, frequently ordered, and easily sourced. Examples of these items are screws, brackets, and pins.
 EXAMPLE 
: Contoso Entertainment Systems has run low on its stock of lamp projectors.The purchasing agent puts in an order with the vendor for 1000 lamp projectors.Typically, there is a one to two percent variance on the number of lamp projectorsreceived when ordering from this vendor, but they offer the best price. Because of thevariance, Contoso Entertainment Systems and the vendor have agreed to set up anover/under delivery variance to allow for a difference of two percent because it is not cost-effective for either company to create new orders or credit memos.When the order arrives, there are 1018 pieces in the order. The order is accepted because it is in the range that is specified in the over/under delivery setup.Six months later, the stock is down to 500 so another order is put in for 500 from the same vendor. This time, the order contains 492 lamp projectors. Again, the order isaccepted because it is in the range of over/under delivery setup.
Over/Under Delivery Setup
Set up an item to accept over/under-delivery by using a two step process:1.
 
Set up Accounts receivable and Accounts payable parameters toaccept over/under delivery.2.
 
Define the acceptable tolerance percentage for over/under deliveryon the item.
 
Chapter 11: Over/Under Delivery and Miscellaneous Charges
11-3
Parameters
To perform the first step in the over/under-delivery setup, you must set up theappropriate parameter for both the
Accounts receivable
and
Accounts payable
modules. These settings are global and affect all Sales orders and Purchaseorders.
 
To set up the parameters for Sales orders, open
Accounts receivable >Setup > Parameters
.
 
To set up the parameters for Purchase orders, open
Accountspayable > Setup > Parameters
.
FIGURE 11.1 ACCOUNTS RECEIVABLE PARAMETERS FORM - ACCEPTOVER/UNDER DELIVERY
Accept Over/Under Delivery
For both setup areas, on the
Updates
tab, under the
General
field group, set theglobal parameter to allow for over delivery, under delivery, or both.
 
If you select
Accept overdelivery
, you can receive or sell moreitems through the packing slip or invoice update than the quantityordered in the purchase or sales line.
 
If you select
Accept underdelivery
, you can receive or sell fewer items through the packing slip or invoice update than the quantityordered in the purchase line or sales line.
 
If you neither select
Accept overdelivery
nor 
Acceptunderdelivery
, you cannot close purchase and Sales orders until the precise quantity ordered is received or delivered. This keeps ademand in the system for those backorders that still have to befulfilled.

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