Calculated Field for Tax on Quotes -Design Concepts

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Posted on by Samantha73

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Hi All

AFAIK 365 Sales does not automatically calculate tax on quote lines. So I'm thinking of adding some logic to create a calculated field. To make it more like Business Central, I'd add a tax code to Account entity and Products. If both the Account and Product are taxable then look up a rate table for the tax rate. Products are synching from Business Central so Tax Code (VAT/GST Group)will be there from the sync. If this is too complicated then a simple logic like line Amount X .1. I'm not sure if this can be achieved from configuration or need Javascript.

One problem I see with this kind of custom logic is handling rounding as ultimately quote will sync back to BC

Categories:

Quotes / Orders / Invoices

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Community Member Microsoft Employee on at

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RE: Calculated Field for Tax on Quotes -Design Concepts

Hi Samantha73,

If you want to look up a rate table for the tax rate, I'm afraid that you need to write JS to achieve this.(There is no OOB way to achieve this.)

If you just want to do something like line Amount X .1, you could create a calculated tax field to do this:

About handling rounding, you could set precision as you need:

docs.microsoft.com/.../decimal-precision-currency-pricing