Posted Purchase Transaction Showing Wrong Tax Rate

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Posted on by Todd Pierpoint

849

After running an initial tax rate data load for Month-1 tax data, STG “36251.U04” tax group gets loaded into ERP with Tax Jurisdiction “ALASHL01LU” associated to it having effective date as “1/1/1999” and tax rate “1.00”. When we create purchase order with today’s date as document date and calculate tax for this transaction, tax gets calculated with tax rate “1.00” for Tax Jurisdiction “ALASHL01LU”. And same tax amount is shown after posting the purchase order as well.

Now, when we run a subsequent tax rate data load for Month-2 tax data, effective date of Tax Jurisdiction “ALASHL01LU” changes to today’s date (no value is set for effective date in Wizard.xml) and tax rate changes to “1.50” for same Tax Jurisdiction “ALASHL01LU”.

For the earlier posted purchase order, the tax amount gets displayed with the new tax rate. Please refer to the below screenshot.

Please let us know if this is expected behavior from NAV.

Thanks,
Todd

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Todd Pierpoint 849 on at

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Re: Posted Purchase Transaction Showing Wrong Tax Rate

UPDATE - After meeting with MS reps, this appears to be a defect in NAV 2013. MS is performing additional testing and will probably be turning it over to development for a hotfix.

ADDITIONAL INFO

We created a NON-CCH Tax Area "KS_TEST_U" by adding Tax Jurisdiction "KS_TEST_U" to it which is having tax rate as 5% and effective date as 1/1/2000.

Then, we created a Purchase Order by associating Tax Area "KS_TEST_U" with it and having Posted, Order and Document Date as the today's date (12/12/2012). For the posted transaction, the same tax rate (5%) displayed on the "Statistics" window.

After that, we added new row for the Tax Jurisdiction "KS_TEST_U" with tax rate as 10% and effective date as 12/1/2012.

Now, when we re-open the earlier posted purchase transaction, the Tax Amount is displayed with new tax rate (10%).
Todd Pierpoint 849 on at

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Re: Posted Purchase Transaction Showing Wrong Tax Rate

Hello. Usually there are Microsoft Engineers that monitor these forums. I always like to post here before submitting a support ticket. Can I get someone to test this? This is on NAV 2013. We had a similar problem last year on NAV 2009 R2 and it ended up being a Microsoft bug.

https://community.dynamics.com/product/nav/f/34/p/83306/156661.aspx

Thanks,

Todd