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Sales Order Taxes For Dynamics GP

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Posted on by Charlie22 5

I need to set the tax on individual orders as taxable/non-taxable (cannot be done on customer record).

For some reason no matter what I pass into the CreateSalesOrder call for the web services, it will not save the tax information.

I've tried:

  • Using the CreateSalesInvoice policy which has had "Create Taxes Behavior" set to "Taxes will be provided"
  • Overrode policies using "Use Header Level Taxes Behavior" and "Create Taxes Behavior" all 4 modes have been tried.
  • Provided taxes as a total on the Sales Order
  • Provided taxes as a tax detail on the sales order
  • Provided taxes as a total on the line item
  • Provided taxes as a tax detail on the sales order
  • Set the TaxScheduleKey on the order
  • Set the TaxScheduleKey on the line items

Taxes just get blanked out in GP, it's infuriating... Any ideas? I do have access to the Dynamics database but I'd really rather not go that route if possible.

My research has led me to believe that this is broken (every thread on this subject ends with no answers) and Microsoft isn't going to fix it, but that really hurts automation something awful.

DGCustomerFirst

Categories:
Project Accounting
  • Buzz2T Profile Picture
    Buzz2T 15 on at
    RE: Sales Order Taxes For Dynamics GP

    Could there be some built-in tax calculation that I don't know about that would clear the tax? Something I can disable or configure?

    ANY suggestions are welcome.

  • Buzz2T Profile Picture
    Buzz2T 15 on at
    RE: Sales Order Taxes For Dynamics GP

    I have fallen into a maintenance role of some software that creates a sales order by calling CreateSalesOrder, sending the order details to our GP web service. Stepping through the code, I clearly see TaxAmount is set as desired on the SalesOrder just before the call to CreateSalesOrder. After, the order is in GP but tax is 0.

    The OP tried a number of things with no success. I could repeat his dead-end work for myself but I am hoping to try something that has lead to success, not failure.

    I thought I had the "ah ha!" moment when I learned there are policies and behaviors to be configured in the Dynamics Security Console, but then found the Create Sales Order Policy doesn't have a Create Taxes Behavior. Maybe it is there but just not exposed? But I have no real experience/justification for following this line of thinking.

    Where is the GP web service code that is clearing the tax amount and what triggers that logic?

    Any help is appreciated.

  • SonnyPawchuk Profile Picture
    SonnyPawchuk 114 on at
    RE: Sales Order Taxes For Dynamics GP

    Hi Buzz2T

    Look like this issue may have been resolved and just not closed.

    Can you provide more details of your issue?

  • Buzz2T Profile Picture
    Buzz2T 15 on at
    RE: Sales Order Taxes For Dynamics GP

    Charlie22, years later I am struggling with this myself.

    Do you recall ever finding a resolution to this?

    Thanks for any insight!

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Sales Order Taxes For Dynamics GP

    If you enter the order directly in GP exactly as you are importing it does sales tax get computed? Remember that sales tax computations are affected by the shipping method and delivery type.

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