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Posted on by DC-28101238-0

I am having an issue to be able to add the sales tax to the PO amount when submitted to the workflow for approval. Can anyone assist?

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Dynamics 365 Supply Chain Management

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Danny Bilodeau 4,934 Super User 2026 Season 1 on at

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Hi, do you mean that the PO approval status is "In Process" and that the Buyer cannot modify to add the Sales Tax group?

If so, Buyer will need to recall the PO to do the modification.

If PO is to be modified by the user to which the work item is assigned, the Approval task has to be 'Approve with edition` (in Workflow editor) for that user to be able to edit. If that is not possible, that approver can reject and Instruct the buyer to add the Tax Group and resubmit.

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DC-28101238-0 14 on at

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Good day Danny, Thanks for the reply. The challenge is that for a PO the user would like the sales tax added to the PO amount before submission to the PO workflow for approval based on:- a. the approver and b. the dollar value band. Right now the PO is submitted to the workflow without the sales tax added which can allow the approval based on a lower dollar value band i.e. the sales tax is not added to the PO amount, which provides an element of risk exposure.
I have looked for an out of the box solution but no luck.

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DC-28101238-0 14 on at

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I am seeing reference made to the parameter “Include tax in purchase order totals in workflow” under Procurement and Sourcing Parameters. But sure if this suggestion is credible as I am not even seeing the parameter in our version 10.0.45 or even as a feature in feature management that may require enablement.

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Navneeth Nagrajan 2,538 Super User 2026 Season 1 on at

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Hi DC-28101238-0,

With regards to the "Include tax in purchase order totals in workflow", checkout this flight called TaxSalesTaxAmountOriginCalculationFlight. By default, this flight is turned off. In Sales tax calculation, the rounding happens after the total calculations but in some cases some customers need rounding before while calculating the sales tax. This change was included in version 10.0.44.

References:
https://fix.lcs.dynamics.com/Issue/Details/1855297?kb=0&bugId=975725

Hope this helps. Happy to answer questions, if any.

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Danny Bilodeau 4,934 Super User 2026 Season 1 on at

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Mmm I see.

Issue caused by someone forgetting to add the tax (line level) and PO total amount is approved without consideration for taxes.

I am not familiar with the "Include tax in purchase order totals in workflow"; can you share a screen shot or a path to that setup. The workflow canvas has been the same forever and I would be surprised if Microsoft adds to it; more likely any addition will be available in Business events for PowerAutomate.

In conditions available for standard PO Approval Workflow Canvas, I only see Tax amount at the Line Level (Purchase Order Lines.Sales Tax Amount) not at the header level. May be that setup you mention changes that.

You might have to be creative and insert a PO line approval workflow that auto-approves if Sales Tax amount<> 0 and reject is Sales Tax Amount =0, or intercepts the Sales Tax amount = ) and send it back as a task to the Buyer before resuming.

You have an interesting case.

Do let me know where to find that parameter. It could be a Localisation (India?) that I didt activate

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DC-28101238-0 14 on at

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Good day All,
Thanks for the feedback. Let me try to better explain the challenge which may be attributable to not having all of the information available for the correct proper set up and configuration.
The workflow is set up with the placeholder for the condition stated as “Purchase order.balance less than or equal to say 1500.00.
The Vendor account has a sales tax group defined.
When the PO is sent for approval from the PR approval it seems that the tax is not being added to the PO value that is sent for approval.
The PO amount is therefore being approved for the amount less the sales tax added which should not be the case.
Is the placeholder being used correct? Or should it be another placeholder?
Where do you view the PO value that is sent via the WF for approval. The WF history shows the value assessment based on the dollar value band what is routed to the approver, but not the actual PO amount sent for approval.
Hope this clarifies the ask with the PO workflow.

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Danny Bilodeau 4,934 Super User 2026 Season 1 on at

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Hi DC,

I understood your requirement to be "how" to automatically redirect or reject a PO with missing tax amounts.

To capture the all-inclusive amount, you should be using the Purchase Orders.Purchase Total Amount (as displayed below). It takes into account line amounts, Taxes, charges and all discounts applied (header and lines). See screen shot below.

To see the amount evaluated by the workflow, you click on Total on the ribbon above the PO, as highlighted here

However, if the tax Amount is empty, the Total Amount will not include the Tax so the evaluation against signing limit will be incorrect.

Danny

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DC-28101238-0 14 on at

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Good day Danny,
Sorry for not getting back to you sooner as I was awaiting the feedback from the users to test based on your recommendation for the approval condition to use Purchase Orders.Purchase total amount. It worked as expected. Thank you.
There is another requirement I needed some assistance with.
As part of the PO workflow configuration the Buyers have the ability to approve a PO based on their approval limit [say 10.00].
A PO was sent to the Manager for approval their limit being say 50.00
The time limit expired for the Manager approval and the escalation went to Originator [as defined for the escalation]. The originator is the Buyer.
The Buyer was able to approve the PO for the 50.00 even though it is outside their limit [10.00]
Is it a case when the PO is escalated it does not go back through the dollar value bands approval process? How can I prevent this from happening.
Additionally, for POs in an approved/confirmed status it is my understanding that you view the Purchase Order Confirmation under the Journals Tab. However, it is greyed for POs in the approved status. It is working for POs in the confirmed status.

Regards,

Dexter S

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