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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Transportation Managem...
Microsoft Dynamics AX (Archived)

Transportation Management - Sales tax group

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Posted on by Community Member

Hi all,

I'm working on AX 2012 R3 CU11.

I was working with the reconciliation process of the TMS module and found out something that is making me some noise:

As the result of the conciliation process (where you match TMS manual or automatic charges against freight bills from TMS module) you get an Invoice Journal from the AP module created.

On that journal, for my surprise, the vendor sales tax group is being inherited from the customer related to the sales ordes which is related to the load linked to the Route instead of inherit it from the vendor which is related to the invoice journal.

Has anybody experiencied this issue? Is there any logical explanation for that which I'm not being able to figure out?

Hope I had explained myself.

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  • Suggested answer
    Markus Fogelberg Profile Picture
    Markus Fogelberg on at

    Hi Nick,

    This is correct, the tax is inherited from the customer, already at the point when the charges are transferred to the order. This is because typically in the US sales tax is determined from the point of where goods are delivered. As this usually is the customer location this means that the customer tax group is a good indicator for calculating tax.

    We are currently looking at this process and what we can improve, so if you have more details on your scenario to share that would be great. Is it a EMEA based company? Will it often be that the vendor tax group would be from a different country than the customer tax group?

    We are simply looking for more detailed scenarios to drive our development in this area.

  • Community Member Profile Picture
    Community Member on at

    Hi Markus, thank you very much for your answer.

    I'm working on a southamerican customer (Argentina). Our tax system is very complex, so maybe it's not the best example.

    However I can give you some information that might help: we are working on a customer and are implementing the transportation module to manage its own logistics area. Each shipping carrier represents a driver. So they register on each tms route the customers each driver has delivered products and the charges that has spent. Then, AP area conciliates invoices (for example ir they needed to spend a night on a hotel or the amount of fuel) with the route charges. As the drivers can have delivered products on different states, invoices can come from different vendors from different places.

    I know this is not the main aim of the module but I think it has fitted quite good to our customer processes.

  • Community Member Profile Picture
    Community Member on at

    One aditional detail that I forgot to mention: in Argentina different states mean different taxes.

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