Tax doesn't calculate?

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Posted on by Lipp

. Apparently "out of the box" Dynamics does not calculate tax. I have dedicated products to be taxable and set a tax rate. When I generate a quote it will calculate the detail amount and add freight but tax is "locked" and doesn't populate. So, I created a Quote business rule that if "detail amount" contains data then set "Total Tax" to "Pre-Freight amount * .07". The rule works to populate "Total Tax Amount" on the quote screen, however, it does not factor into the "Total Amount". So, I created another Quote Business rule if "total tax" has data the "Total Amount" is "Total Amount + Total Tax". This rule also works to populate "Total Amount" with the correct math (Detail amount+freight+tax= TOTAL). My hang up is when I export the quote to a word template....Total Tax remains $0.00.

Any help to correct this issue would be greatly appreciated

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LuHao 40,888 on at

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RE: Tax doesn't calculate?

Hi partner,

The Quote "Total Tax" is calculated by the sum of all Quote Line "Tax". The calculation is not directly derived at the Quote level.

Even if you revalue "Total Tax" and "Total Amount" by business rules, this is just what the front end shows.

Simply modifying any of the fields in Quote Line causes all of the related fields in Quote to be recalculated, which is at the back-end level and avoids business rules. Exporting as a word template also causes all fields to be recalculated, which is why the business rules are invalid.

So, to solve this problem, you have to assign a value to "Tax" at the Quote Line level.

Solution: You could create business rules on the Quote Line form to calculate the value for "Tax" and thus affect the value of "Extended Amount".

This allows "Tax" to participate in the calculation of "Total Amount" without affecting the calculation logic of Quote itself.

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