Sales order - delivery address - tax group

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Posted on by Ludwig Reinhard Microsoft Employee

Hi,

I got a bit confused with the delivery address feature and the sales tax on a sales order and hope that somebody can help.

Background:

I have a German customer setup that has a default sales tax group "Domestic" attached to it's customer record and attached to it's general business & invoice address.

This customer does have a delivery address in the USA. The delivery address is setup with the sales tax group "International" attached.

With this setup I created a new sales order.

Initially AX used the sales tax Group "Domestic".

Thereafter I switched the delivery address manually in the line details section from the German address to the US address.

My expectation was that AX updates the sales tax group in the sales order line details setup window from "domestic" to "international". But AX does not and I do not know why.

I already tried to activate and deactivate the GL Parameter "auto sales tax search" and played around with the Terms of delivery Setup in the sales and Marketing module but nothing worked.

For that reason I would be thankful if somebody has some hints for me how to fix my issue.

Many thanks and best regards,

Ludwig

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Annette Theissen 1,653 on at

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Hi Ludwig,

the tax group is only copied over from the selected address if you're using delivery terms where the field "Sales Tax Address" is set to "Delivery".

Just tested that in R3 - hope it works for you too. If not, let us know and we'll have another look.

Kind regards,

Annette

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Ludwig Reinhard Microsoft Employee on at

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Hello Annette, Many thanks for your feedback. What you describe works fine for me the first time I setup my sales order. Yet, if I change the delivery term on my sales line back and forth (from "delivery" to "invoice" etc.), the sales tax group on my sales order line does not get updated in the way I expect, that is based on the sales tax Group set up with my delivery and invoice address. Something seems to go wrong with the update of the sales invoice line. Hope you can help. Many thanks in advance and best regards, Ludwig

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Annette Theissen 1,653 on at

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Hi Ludwig,

ah, ok, sorry - didn't read exactly enough. You're right, my statement is only about the sales header.

I can state the following, and guess you were looking for scenario 2:

When modifying the delivery term on the sales line, nothing happens to the tax group. The modified delivery term will only have an impact on the tax group when next time selecting an address.

When modifying the address on the sales line...

If the selected address has a tax group, it's copied to the sales line (no matter what the delivery terms state)

Else: If the customer has a tax group AND if the deliveryTerm (of the SalesHeader, not the salesLine!!! Don't ask me why) does NOT specify "Invoice" as "sales tax address", then the customer's tax group is copied to the sales line

Else: The tax group on the sales line stays at it is.

When modifying the delivery term on the sales header, then

If the current delivery address of the sales table IS of the address type specified in the delivery term, then the address's tax group is copied to the sales header.

Else: the sales header's tax group remains unchanged

And to be more explicit about my statement before: When modifying the address on the sales header, its tax group is only copied to the sales header IF delivery term's "sales tax address" is delivery. Here, it's not that the address types must match between delivery term and address, but it's really only for "Delivery".

I have to add that I'm only quoting from the standard AX code, I don't want to say that this is the correct behaviour ... The more I look at the logic the less I understand why it's like this ...

header and lines behave differently

delivery term's "sales tax address" is never used for searching for an address and its tax group, but it's only used to check whether the current address is of a certain type (role)

To sum it up: This is nothing to be changed through an intransparent parameter, but only through code modifications. If doing that, it would be worthwhile aligning the header and line functionality ... and probably defining up front what you really want the system to do.

Tell me: Did I get your question / problem at all? Or did I open the wrong Pandora's box :-)?

Kind regards,

Annette

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Ludwig Reinhard Microsoft Employee on at

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Hi Annette, Many thanks for your detailed analysis. The standard behaviour of AX seems to be quite odd and in line with EU VAT law. I guess that I will need to modify the code to get things right ... Thanks, Ludwig

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Ludwig Reinhard Microsoft Employee on at

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Hi Annette, By the way, where can I find the code you are citing from? Ludwig

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Annette Theissen 1,653 on at

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Ah, I had wanted to add that info, but then I forgot ... :-S

-

See Table SalesLine.modifiedField(). Lookout for "case fieldNum(SalesLine, DeliveryPostalAddress):"

See Class SalesTableType.modifiedField(). Lookout for "case fieldNum(SalesTable, DlvTerm)"

From there, also look at Class TaxSales::custTaxGroup

See Class SalesTableType.modifiedField(). Lookout for "case fieldNum(SalesTable, DeliveryPostalAddress)"

From there, also look at Class LogisticsLocationSelectForm_SalesTable.copyAddressToCaller

Have fun! And happy holidays, too!

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Annette Theissen 1,653 on at

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[quote user="Ludwig Reinhard"]

The standard behaviour of AX seems to be quite odd and in line with EU VAT law.

[/quote]

Hi Ludwig, do you really mean "in line"?

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Ludwig Reinhard Microsoft Employee on at

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ups :-o

wanted to express the opposite ... the standard behaviour of AX is very strange and not in line with EU VAT law :-)

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Annette Theissen 1,653 on at

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I was almost positive that that's what you meant, but you know me ... I always want to be 100% sure :-)

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Samanth 517 on at

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Hi,

I have similar issue here. I have two delivery addresses for a customer. Each have different VAT groups. When I change delivery address in Sales order header it asks me whether to update VAT Group in Lines. I selected checkbox and clicked ok and it is updating VAT group in Lines. But it is not updating VAT group in charges.

Do you have any solution here ?

Thanks,

Samanth

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