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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tax SetUp
Microsoft Dynamics CRM (Archived)

Tax SetUp

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Posted on by Hammed 366 User Group Leader

Hello, 

I need a very urgent help for setting up Tax matrix in Dynamics 365 CRM. The tax system in my country apply to VAT(5% ) and Withholding Tax(10%).How can i set this on the Dynamics 365 CRM. I tried to do through custmization but i cant get it

This is example of what i tried as shown the picture below;

VAT.png

PLEASE I WILL APPRECIATE ANYONE WITH HELP.

THANKS

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  • Suggested answer
    Eccountable Profile Picture
    Eccountable 10 on at

    Your first problem is that you have a circular reference on the Total Tax field. you have it in your IF condition, and you use in the SET VALUE. I am not clear on why you are using a business rule. If you must use a business rule, I would set the IF condition to always be true (for example if Created On is not equal to 1/1/1900) so that the following actions will always work. 

    I recommend that you use a calculated field instead. 

  • Hammed Profile Picture
    Hammed 366 User Group Leader on at

    Thanks for your reply Nelson.I i read a post that is why i used business rule.Please can you take me through how i can use the calculated field to calculate the tax.I understand i have to created another field but i need to know how to use this calculated field.Thanks to wait your reply.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Hammed,

    Creating a calculated field would be straight forward. You just need to workout the formula. Refer the below sample for reference-

    www.powerobjects.com/.../calculated-fields-in-dynamics-crm-2015

    community.dynamics.com/.../calculated-fields-in-dynamics-crm

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