web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

the tax in vendor invoice journal

(0) ShareShare
ReportReport
Posted on by 137

Hello Dears,

in the vendor invoice journal page, do we have any setup to update the item sales tax group with the same value of the sales tax group as attached?

sometime the users forgot to add the item sales tax group, I know that we can setup the sales tax group in the vendor card, but the users always forget to add the item sales tax group to the lines of journal. So, the tax doesn't affect with tax normally. 

i need a setup to add the item sales tax group to the journal once the sales tax group is there. 

thanks for continuously support.

 

44577428.png

I have the same question (0)
  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hi Karim Elshafie,

    Vendor invoice journal does not deal with the item sales tax group by default as there is no item concept available in such journal. Just because this journal is used for financial purpose.

    Two ways you can fulfil your requirement.

    1. Manually update item sales tax group in journal.

    2. Else, use Data management to upload such journal if you have mass data. In the loading template, mention the item sales tax group in each line and then load. You can use "Vendor invoice journal" data entity.

    Regards,
    Sourav

  • Karim Elshafie Profile Picture
    137 on at

    thanks, Sourav for your reply.

    Actually, they always forget to add the item sales tax manually, so we get alot of issues as result for this point.

    for the data management suggested solution, we don't have such heavy transaction to do that, as well as the users not qualified, to use this option, plus the user prefers to use the vendor invoice journal.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,430 Most Valuable Professional on at

    You may setup the item vat codes on the GL accounts. So this may default on the lines.

  • Karim Elshafie Profile Picture
    137 on at

    thanks billur for you reply,

    but i didn't find the item vat code in the gl account card

  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,430 Most Valuable Professional on at

    It is under legal entity over rides.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hi Karim Elshafie,

    This is what Billur is referring to.

    pastedimage1673867420159v1.png

    One drawback of setting this in main account level is.. it will be always defaulted in journal with the same item sales tax group whenever you select the same main account in journal line. In case if you have multiple such tax groups which user wants to use, then you need to manually update it in journal line again after selecting the same offset main account.

    Alternatively, you can also ask the developer to make this item sales tax group field mandatory in vendor invoice journal form through code update.

    Regards,
    Sourav

  • Karim Elshafie Profile Picture
    137 on at

    thanks Billur,

    i have completed the suggested solution but it's doesn't work in the vendor invoice joural,

    doesn't it applicable with AP, AR, and GL

    84216.png

  • Karim Elshafie Profile Picture
    137 on at

    thanks Sourav 

    i did this setup but it doesn't apply on Vendor invoice.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    20,430 Most Valuable Professional on at

    It does if you are not setting up ad an offset account but a ledger accounts

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hi Karim Elshafie,

    It will work in vendor invoice journal. Just refresh your screen after the setup and create new journal. Once you select the offset main account, item sales tax group will be defaulted in the line from this setup.

    No need to select other information in this section such as sales tax direction, validate sales tax (this is not related to item sales tax group) and sales tax code unless this is specifically required.

    As I mentioned already, one drawback of doing such setup in main account level is.. it will be always defaulted in journal with the same item sales tax group whenever you select the same main account in journal line. In case if you have multiple such tax groups available which user wants to use, then they need to manually update the different item tax group in journal line again after selecting the same offset main account.

    Alternatively, you can also ask the developer to make this item sales tax group field mandatory in vendor invoice journal form through code update.

    Regards,
    Sourav

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 666 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 280 Super User 2026 Season 1

#3
Martin Dráb Profile Picture

Martin Dráb 207 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans