-Apart from invoices, we also want the new rates to be considered correctly in Project quotations, SO and PO Confirmation, SO Packing Slip? Does it need a configuration where transaction date from and to also should be defined?
Please validate the transaction date is coming as expected in the tax document > Lines > View Tax Input, one sample given. if It is coming as expected, it will work for you once transaction from date/to dates are defined.
-I tried configuring the 'Tax rate type field' and selecting it in tax information but still the Open SO picks the new tax rate. We were creating an SO today but still need to consider the old tax rate for some business reasons.
Similarly for this case, please share the screenshot of tax document > lines > View tax input and also conditions defined in the tax setup. If the criteria matches, it will work for sure.
-I tried the option of 'Tax as per original invoice' under project invoice proposals but still the invoice proposals are picking the new tax rate. Do you know any solution for this? We have a few customized fields on project invoice proposal forms but those are just date fields and free text fields.
Are you trying for any credit notes from project invoice here? If yes, please share few screenshots of tax document page and conditions defined in tax setup.
Important note: there should not be any blank lines in the tax setup > rate lookup, it will fetch that rate inconsistently.
In simple terms, to troubleshoot any kind of issues in GST related transactions, we need the data of Tax document > View tax input ,and setup done in tax setup.
If this helped, please mark it as "Verified" for others facing the same issue Keep in mind that it is possible to mark more than one answer as verified
Regards,
Neeraj Kumar
