Setup of Item Charges | Business Central Training Centre

Summary

This instructional video demonstrates how to set up an item charge in Business Central, which is used to record additional costs like freight or labor in purchase or sales documents. It guides viewers through creating a new item charge, ensuring correct posting groups for general ledger accounts, and applying the charge to a purchase order. The process includes assigning the charge to specific lines and posting the document, offering a clear path for managing extra costs in business transactions.

Takeaways

• 🔍 The video is about setting up an item charge in Business Central for additional costs in purchase or sales documents.
• 📝 The process begins by looking for existing item charges in the system, specifically in the Cronus database.
• 💡 A new item charge is created for a purchase document, named 'P/Labor Shift' with the description 'Labor Charge'.
• 📊 The importance of setting up the general product posting group and the VAT product posting group is highlighted to ensure correct GL account posting.
• 🛒 The video demonstrates creating a purchase order with the vendor fabric account and adding item lines, including an 'Athens Desk'.
• 💰 An additional line is added for the labor charge with a quantity of one and a cost of 50 pounds.
• 📋 The assignment of the item charge is done through the 'Line Item Charge Assignment' feature in the purchase document.
• 🔄 The distribution of the item charge across lines is determined, with the option to distribute by amount or other methods.
• 📝 The script mentions the ability to add item charges to receipt lines and other purchase documents at a later date.
• 📑 The final step is closing the document, making it ready for posting.
• 🎵 The video includes background music throughout the tutorial.

Q & A

What is the main topic of the video?

The main topic of the video is setting up an item charge in Business Central, specifically for recording additional charges such as freight, costs, or labor in purchase or sales documents.

What is an item charge used for in Business Central?

An item charge in Business Central is used to record any additional charges that are not already covered in the resource or item lines of a purchase or sales document.

How does one begin to set up an item charge in Business Central?

To begin setting up an item charge in Business Central, one would look for item charges, select the list, and then create a new item charge with a specific description and number.

What is the significance of the general product posting group and VAT product posting group in setting up an item charge?

The general product posting group and VAT product posting group are important because they ensure that the item charge is posted to the correct general ledger (GL) account.

How does one create a new item charge for a purchase document in Business Central?

To create a new item charge for a purchase document, one would specify the document number, such as 'P/labor shift', and provide a description like 'labor charge'.

What is the purpose of assigning an item charge in a purchase document?

Assigning an item charge in a purchase document allows for the distribution of the charge across multiple lines, ensuring that additional costs are accurately accounted for in the transaction.

What is the process of adding an item charge to a purchase order in Business Central?

The process involves creating a purchase order, adding item lines such as an 'Athens desk', and then adding the item charge line with a quantity and cost, such as 'P labor' with a cost of 50 pounds.

How can item charges be distributed across multiple lines in a purchase document?

Item charges can be distributed by going to the 'Line Item Charge Assignment' where one can determine how the charge is spread across the lines, for example, by amount.

What is the final step before posting a purchase document with an item charge in Business Central?

The final step before posting a purchase document with an item charge is to close the document after ensuring all charges have been correctly assigned and the document is ready for posting.

Can item charges be added to receipt lines or other purchase documents at a later date?

Yes, item charges can be added to receipt lines or other purchase documents at a later date if they are not included in the initial order.

What is the role of the 'Line Item Charge Assignment' in the context of the video?

The 'Line Item Charge Assignment' is used to determine how the item charge is distributed across the lines in a purchase document, ensuring that the additional costs are allocated correctly.