Microsoft Dynamics AX (Archived)

Sales tax adjustment PURCHASE invoices

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Posted on by mebxl

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Dear All,

I still have a problem in how to adjust the VAT amount before or during posting an invoice for a PURCHASE ORDER.

Sometime the amounts differ from what AX calculâtes and what is on the invoice.

But whatever I try, I cannot enter a different tax amount.

This problem is just for invoices I want to post via a Purchase Order, not when booking other payable invoce directly into a journal.

Can someone help ?

THANK YOU !

Ralf

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Ludwig Reinhard Microsoft Employee on at

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Hello Ralf,

I do not have an old AX4 System available but in AX2009 - which is pretty similar - I can adjust the VAT as follows

Can you double check if you can do the same in your system?

Ludwig

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mebxl 115 on at

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Yes, it looks like that and I tried that already, but when I then post the invoice I get stuck and AX is telling me that it cannot take the adjusted amount.

The moment I have this problem again I will do a screenshot and send it over !

THANK YOU !

Ralf

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mebxl 115 on at

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Voila ....

this is the message I have ...

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Ludwig Reinhard Microsoft Employee on at

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Hello Ralf,

If I read it correctly then you adjusted the sales tax for one of your purchase orders and then pressed the "arrange" button to amalgamate your different purchase orders into a single invoice.

Can you please try the following

(1) Revise the sales tax calculation adjustment that you made on your purchase order ...774 and any other tax adjustment that you made at the single PO level

(2) Press the arrange button first to get your POs arranged

(3) Make the sales tax adjustment on the summarized (arranged) invoice line

Hope this helps,

Ludwig

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mebxl 115 on at

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Hey Ludwig,

actually, I almost never use the 'arrange' button unless I have several POs on one invoice.

I again have the case that the tax amount is 1cent (!!) different between invoice and AX and still I receive this message.

I don't understand why I can't wimply enter a new tax amount .

I still get the same message !

Any other ideas ?

Ralf

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Ludwig Reinhard Microsoft Employee on at

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Hello Ralf,

The totals button/form includes a field "round-off". If you have only 1ct difference I would try entering the one Cent there to get things posted. Can you test and check whether this works for you.

Ludwig

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mebxl 115 on at

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Tried that as well... I get the message that no account exists for round off ! :-(

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Ludwig Reinhard Microsoft Employee on at

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Ok, then you can set up this account in GL under the automatic posting accounts. Do you have Access to the automatic posting accounts form in GL?

Ludwig

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mebxl 115 on at

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Automatic account type selection ?

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Ludwig Reinhard Microsoft Employee on at

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GL-Setup-System accounts

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