Hi,
We are currently implementing D365 F&O. One of the things that we currently report from our legacy ERP is the results of each day's sales bookings. Bookings would be defined as orders that were created on that day, regardless of whether they've been executed or invoiced. This would include:
- Booked revenue
- Booked gross margin
Our current ERP system includes sales amount + sales tax on each line for each booked order line. We are finding the D365 F&O only records the sales amount and that we don't get sales tax by line until the order is invoiced.
Is there any way to retrieve the sales tax per line prior to the order being invoiced?
Our first thought was to take the value from the ESTIMATE field on SALESTABLE in the AX database and subtract the order subtotal amount to get the tax amount. We would then prorate that amount over the sales lines by the sales amount on each line. However, we're finding that the ESTIMATE field on SALESTABLE is often $0.00 - I'm not familiar enough with D365 yet to understand why that field isn't always populated with a value.
Thanks!
