Alternate delivery address sales tax group won't transfer to sales order!

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Posted on by Chad Dragon

I have a customer setup with multiple alternate delivery addresses in different parts of Canada. (and thus different sales tax rates). When I created the sales order, I made sure that the correct alternate delivery address was selected. However, when I generated the invoice, it appears that the MAIN customer sales tax group (Accounts Receivable-Customer-Setup) is pulling to the sales order and NOT the sales tax group for the alternate delivery address.

I can confirm that I do have the alternate delivery address setup with its own sales tax group/code (different rate than the main sales tax group), but it's still not pulling through to the sales order.

Any ideas? Thanks much!

Chad Dragon

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"I can confirm that I do have the alternate delivery address setup with its own sales tax group/code (different rate than the main sales tax group), but it's still not pulling through to the sales order."

Where are you assigning sales tax groups based on customer addresses in AX? Is this a mod? As far as I know (could be wrong) there is a 1:1 relationship with sales tax groups and customers. You assign a sales tax group per customer and not per address....?

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Chad Dragon on at

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No, it's not a mod. I went to Accounts Receivable, then Customers, then clicked on the customer in question, and then went to the "Setup" tab within that customer. Here you can assign one sales tax group. Then, if you click the "Setup" button to the right (this is different from the "Setup" tab mentioned above), you can setup multiple invoicing and/or delivery addresses within each customer, and can assign a separate sales tax group for each one, if you want. (these are the "alternate addresses" I was talking about)

It seems pretty straightforward: if I want to ship to an alternate address and NOT the default delivery address, you select the alternate address when setting up the sales order and, theoretically, AX should pull the sales tax group for that alternate address. (assuming you have assigned one to it) In my case, it's not doing this. It's pulling the sales tax group for the default delivery address.

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Chad, you are correct. Apologies, I wasn't aware of this functionality. I am also encountering this problem. When I create a new order, on the new create sales order screen, under the delivery address section, I click the Alt Address button and try to select a different address and click on "copy address to order" button but tax group is not copied over. :(

Seems like a bug to me. I would search customer / partner source to see if there is a hotfix for this. I'll keep playing around with it to see if its just some type of missing setup or what not.

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Chad Dragon on at

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Thanks for taking the time to look into this, Kent! I will likewise post my solution if/when I come up with it.

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Lakshmi Ravi 105 on at

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Hi,

I am looking for a solution to the same problem. Do we have to change any settings in the set up parametes to pull up the sales tax code of alternate address. If you have found the solution please share

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Cristye Easton 5 on at

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Found resolution on answer on Customer Source and it worked (Article ID: 903201) mbs2.microsoft.com/.../kbdisplay.aspx.

Cause:

This problem may occur if one of the following conditions is true:

No delivery term is specified on the sales order.

The delivery term does not have an address type that is specified for the sales tax address.

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To resolve this problem, verify that a delivery term is listed on the Sales Order Delivery tab. If a delivery term is specified, verify that the delivery term has a sales tax address. Also, verify that the address type matches the type of the alternate address that is being copied to the order.

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See the setup for Terms of Delivery (under either Procurement and sourcing -or- Sales and marketing) where Sales Tax Address Type that controls assignment of Sales Tax Group is specified:

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