AL Processing Charge - User guide

How to set up and use the app in Business Central.

This guide explains how to set up and use AL Processing Charge in Microsoft Dynamics 365 Business Central. For a feature and positioning overview see the app page.

1. Concepts in one minute

A Processing Charge Setup (e.g. SHARPENING-STD) points to a standard Item Charge and carries a default price plus, if needed, production data.
On a sales item line you pick a setup. The item line keeps the item revenue; the processing is billed on a separate line.
On release, the matching Item Charge line is created, quantified and assigned to the item line - item and processing revenue stay distinct.
The processing is a property of the line, not the item: same item code before and after (no SKU duplication).

2. Prerequisites

Business Central 28.0 or higher (Cloud/SaaS).
AppLibra dependencies installed automatically: AL Foundation App, AL License and Trial Management, AL Message Passing, AL Role Center.
At least one Item Charge with its posting setup, ready to be referenced (processing revenue posts through it - no custom G/L).
Only for production integration: a certified Routing and, if components are consumed, a certified Production BOM.

3. Setup

3.1 Create a processing charge type

In Tell Me (Alt+Q) open Processing Charge Setups and add a row:

Field	Purpose
No.	Unique code (e.g. SHARPENING-STD).
Item Charge code	Standard Item Charge used to post this processing.
Default Unit Price	Price proposed on the sales line; overridable.
Keep Gen./VAT Prod. Posting Group	Inherit the posting groups from the source item line.

Processing Charge Setups list — Processing Charge Setups (SHARPENING, COATING, GRINDING).

3.2 Optional - production data

Fill Routing No., Production BOM No. and Self-Consumption only if the processing must flow into a production order (routing and BOM must be Certified).

3.3 Optional - defaults from the item

On the Item card (Processing Charge group) set a default Processing Charge Setup No. and the Processing Only flag:

Processing Only	Item line	Processing price
On (toll processing)	item price moved to the charge; line kept at zero	the item's own list price
Off (goods + processing)	item keeps its own price	the setup's Default Unit Price

Processing Charge defaults on the Item card — Default processing charge and the Processing Only flag on the Item card.

4. Daily use - sales documents

Available on the item lines of quotes, blanket orders, orders, invoices, return orders and credit memos.

4.1 Apply a processing to a line

Enter the item line as usual, then in Processing Charge Setup No. pick the type; the Processing Charge Unit Price is proposed from the setup and stays overridable.

Sales order line with processing charge — Item line with Processing Charge Setup and Unit Price, plus the details factbox.

4.2 Release the document

On Release the app creates the matching Item Charge line, sets its quantity to follow the item line and assigns it. Item revenue stays on the item line; processing revenue on the charge line - nothing done by hand.

Generated Item Charge line after release — After release: the item line and the auto-generated Item Charge line beneath it.

4.3 Change your mind, shipping, quote-to-credit

The charge line is self-healing (change or clear the setup before posting and it updates or disappears on next release). It follows the item line through quantity-to-ship, warehouse shipment and partial invoicing, and the processing type flows from quote to credit memo without rekeying.

5. Optional - production integration

If setups reference a routing, "Create Production Order" from the sales order opens the Create Processing Production Orders dialog (you choose only the Status). The dispatch creates one Project Order per processing type (grouping the lines that share it, so each workshop sees only its work), one Item Order per plain line, and injects the routing and BOM (plus self-consumption when flagged).

6. Where it posts and how to analyze it

Processing revenue posts through the standard Item Charge referenced by the setup (its own posting groups, optionally inherited from the item line). Because item and processing revenue sit on different lines, you can analyze the marginality of each processing operation separately, with standard Business Central reporting.

7. Tips and troubleshooting

Setup field not editable on a line - it is available on Item lines only; check the line Type.
No charge line after release - confirm the line has a setup and the document was released (not just saved).
Charge posts to an unexpected account - review the Item Charge posting groups and the Keep Gen./VAT flags on the setup.
No production order for a line - the setup needs a Routing No.; routing and BOM must be Certified.