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What is the purpose of Tax Schedule ID field in Purchase order Entry window

Posted on by 2,845

Hi Team,

I am trying to understand the functionality behind the field called Tax Schedule ID in the POP entry window. Because it is not updating the Tax amount even we change that value to different value. Can anyone help me to find the answer. Thanks in advance.

12_2D00_05_2D00_2020-12_2D00_35_2D00_12.png

Thanks,

Mani

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  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    You would need a customization or switch to Avalara Avatax.  If you start out with the correct sales tax schedule ID the lines will use that ID. There is more going on behind the scenes than just just changing the ID.

  • Manikandan Profile Picture
    Manikandan 2,845 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    Thanks Richard. As per your reply, my understanding is if we change the tax schedule ID after the lines have been entered it won't update the line item tax schedule ID and it will not create any impact. Here I have another question. Is there anyway the tax schedule ID can be bulk applied to the existing line items ?

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    I think the question here is simply what is the purpose of the tax schedule ID field. As you create a new PO and enter the vendor ID it will look at the shipping method on the vendor card and if it is delivery it will pull the tax schedule ID from your company purchase tax ID. Otherwise it will pull it off the vendor card. It uses whatever the tax schedule ID is as you enter new lines. If you change it after the lines have been entered it does not roll down the change to the lines. The tax details simply come along for the ride.

  • Bill Campbell Profile Picture
    Bill Campbell 22,647 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    Richard, just a quick question - if the item in the line already has a tax schedule attached, then I would expect nothing to change on the line level if you change the main page Tax ID.

    However, if the item is missing one, or the item is a non-inventoried item or it is created on the fly, then I would see the Main Page acting as Default for that item.

    Going back to basic Tax rules -

    Item tax detail must equal Vendor tax detail must equal Company tax detail.

    Tax Schedules are potentially a collection of Tax Details

    Just my two bits worth of think time.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    I am surprised you are not getting a prompt about rolling down the change to the lines just like changing the ship to code. The tax schedule ID is used as you are entering new lines. Whatever the value is when you start will default on each line.

  • Manikandan Profile Picture
    Manikandan 2,845 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    Hi Richard,

    I have gone through the tax calculation on purchase module in GP. And as per the document I am using advance method in Tools --> Setup --> Purchasing --> Purchase order Processing --> Options window. I am fine with the process how the default tax schedule ID is getting selected based on the setup. But, if we change the tax schedule ID in the main screen of POP(not from the Line) there is no impact on tax amount. It is not updating? the tax schedule ID in the line (I am not sure this will update the line). So, what is happening or what is the functionality behind the Tax schedule ID field in the main screen? Please let me know if you need more detail.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    Mani, that field is used to set the tax schedule ID on the lines. I bet if you to go to a line and remove the tax schedule the taxes would change. Things will change depending on options you have set under Tools->Setup->Purchasing->Purchase Order Processing->Options

  • Manikandan Profile Picture
    Manikandan 2,845 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    Hi Richard,

    Thanks for the response. Yes the item is set to as taxable and if I select the tax schedule ID in the line item detail window the tax amount field getting updated accordingly. But When I change or Remove tax

    schedule ID in the main window (Screenshot attached) there is no impact in any field. I just want to know what is the purpose this field in the main window.

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: What is the purpose of Tax Schedule ID field in Purchase order Entry window

    I would check the Purchase Tax Option on the items you are putting on the PO. If they are not set as taxable the tax schedule ID will make no difference.

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