Default PO automatic charges

I encountered a business case related to how to default the currency and charges code lines in the Purchase order line to avoid mistakes when users input manually.

Then, I have found a good way to handle this scenario. That is to use Automatic Charges.

Let's discover how it works together.

In my scenario, I will apply default maintain charges on Purchase order lines (the function could apply to both Purchase order header and Purchase order lines).

Setup Parameter

Path: Procurement and sourcing > Setup > Procurement and sourcing parameters > Price tabs

Find auto charges for the header: Setup to Yes if you want to apply to the purchase order header
Find auto charges for lines: Set to Yes if you want to apply to purchase order lines

Configure Vendor charge group

Path: Procurement and sourcing > Setup > Charges > Vendor charges group

Fields
- Charges group: Create groups based on default charges codes, or currency…
- Description

Add a Vendor charge group to a Vendor master data
- Path: Procurement and sourcing > Vendor > All vendors > Purchase order defaults FastTab > Purchase order section > Charges group

Configure Item charge groups

Path: Path: Procurement and sourcing > Setup > Charges > Item charges groups

Field:

Charge group: put the name of the group item for maintain charges.
Description

Add an item charge group to the item

Path: Product information management > Products > Released products > Purchase FastTab > Charges section > Charges group

Configure automatic charges

Path: Procurement and sourcing > Setup > Charges > Automatic charges

Fields:
- Level:
  - Header: Apply charges to the order header.
  - Line: Apply charges to the order lines.
- Account code:
  - Table: Vendor
  - Group: Assign to vendor charge group
  - All: Assign to all vendors
- Vendor relation
- Item code:
  - Table: Assign charges to a specific item
  - Group: Assign charges to an item charges group
  - All: Assign charges to all items
- Mode of delivery code:
  - Table: Assign charges to a specific mode of delivery
  - Group: Assign charges to a mode of delivery group
  - All: Assign charges to all modes of delivery.
- Lines FastTab:
  - Currency: Select the currency that is used to calculate the charge
  - Charges code: Select the specific charge code.
  - Category:
    - Fixed
    - Pcs
    - Percent
    - Intercompany percent
    - External
    - Proportional
  - Charges value
  - Charges currency code: select charge amount currency
  - Sales tax group: select a specific sales tax group for applying
  - Site and Warehouse: select a specific site and warehouse for applying

Check the result

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