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I know it is probably a simple thing but CRM is new to us and I can not find where to add different tax rates to different products when creating an invoice.
Any help would be appreciated.
Not an area I am too familiar with but I believe you have to enter tax manually by default. You could add a tax rate field and then using jscript/c# calculate dynamically the amount that you should pay tax per item. As long as you update the right fields ie ordertax then it will roll up from the products to the opp/order/quote/invoice
community.dynamics.com/.../127690 - Similar query
stackoverflow.com/.../crm-plugin-to-calculate-tax - c# code to calc
Andrew, from all the reading I have done I think you are correct but I don't know where to enter tax manually as part of the process. I can't find a field or form that says Tax, or enter Tax here.
Follow this guide and it will show that it is entered on the opportunity product/quote product etc page. IE In the product linked to that record.
If it is not there then check to see if there have been any customisations to hide the field from the UI.
Thank you for the help, I see it now.
Do you know is it possible to have it work out the Tax based on a percentage of the unit price rather than having to manually work out the tax on each line and add it in?
With a large quote this could be very cumbersome and time consuming!
It should be inside the Invoice product, you cant find it?
Hi, I did thank you.
I was disappointed to find that we had to work out the tax manually and apply it to each product. We put up 30 or 40 quotes per week with 20 or 30 lines in each and this is really slow... I have been looking on line and in forums for a solution for 2016 to allow tax codes or some sort of automated way to do this based on a percentage.
Do you have any suggestions?
You can then create a calculated field http://www.powerobjects.com/2014/11/17/calculated-fields-in-dynamics-crm-2015/ that you can work out the tax based on the unit amount. (You can either have a static 20% and then update if it changes or have a field that is defaulted to 20 and use that field in the calculation). I would have that as a hidden field, then what you can do is set the out of the box tax field to the value of your calculated field. This can be done using business rules or jscript which ever you feel more comfortable with.
Hope that helps.
Worth mentioning you need the out of the box field so that the rolled up value can be calculated for the overall invoice etc
Hi Aileen, with the new Field Service Tax Code setup - how does this automate the calculation of say GST/VAT based on total gross invoice amount times x%? I set up the Tax Code and set up the customers indicating that they pay tax (under Field Service Invoice field of Customer) and also the products - I indicated they were taxable as well. However, I still don't see how this integrates with opportunities, quotes, orders and invoices... as I still need to just enter the details manually.
So, does this still require some customization or is it just incorrect configuration?
And, if it is either of the above can someone please spell out how this is done?
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