Skip to content

Latest commit

 

History

History
68 lines (36 loc) · 2.53 KB

define-a-surcharge-allocation.md

File metadata and controls

68 lines (36 loc) · 2.53 KB
Raw
title TOCTitle ms:assetid ms:mtpsurl ms:contentKeyID author ms.date mtps_version audience ms.search.region
Define a surcharge allocation
Define a surcharge allocation
820afcfc-8c8a-49cc-b806-3553f42db32d
36058359
tonyafehr
04/18/2014
v=AX.60
Application User
Global

Define a surcharge allocation

[!INCLUDEarchive-banner]

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

To allocate costs, you must first set up a Calculation version. You can then select one of the following different allocation types:

  • Allocation

  • Internal cost allocation

  • Surcharge calculation

To allocate costs with the allocation type Surcharge calculation, follow these steps.

  1. Click Cost accounting > Setup > Calculation > Calculation versions. Select a calculation version and then click Allocations.

  2. Press CTRL+N to create a new line.

  3. In the Allocation level field, select the current level of allocation.

  4. In the Allocation hierarchy field, select the hierarchy. This field is available only if you have selected Hierarchy in the Allocation level field.

  5. In the Allocation dimension field, select the dimension for the allocation. This field is available only if you have selected Dimension in the Allocation level field

  6. In the Allocation reference field, select the reference for the allocation.

  7. In the Allocation type field, select Surcharge calculation.

  8. Click the General tab, and in Allocation account and Offset account fields, select the ledger accounts.

  9. Click the Surcharge calculation tab, and select the check boxes under Cost share field group.

  10. Complete the fields under Value calculation field group to specify the allocated value.

  11. Select the relevant check boxes under Offset transaction dimension field group.

  12. Click the Dimension tab, and select the dimensions in the Dimensions field group.

Note

The allocations are calculated in the order shown on the Overview tab in the Allocations form. The order in which allocations are calculated is essential to the result. To change the order, click the Up and Down buttons.

See also

Define an internal cost allocation