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Has anyone run across this issue with taxes calculating differently when importing SOP transactions vs. manually entering an SOP transaction? Is there a setting in IM that I'm not seeing, or in GP?
Client is on GP 2013 R2
Thanks!
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We encountered this business scenario for one of our clients. But, we were not using IM, they are using VKonnact for data integration. While implementation, we tried running both scenarios first one GP will calculate the tax amount based on the tax schedule id and another one is manually passing the tax amount from source data and both implementations were giving correct results.
I know, this does not answer your question, but can give you one of the work-around option with VKonnact.
May have something to do with the shipping method...
also are you using multicurrency?
Each Customer and Each Item can have different Tax details attached and depending on where you are located and how you ship to the customer and where they are located, can have a major impact on the tax that is calculated.
The reason for the question about 'how big the difference' is that I am looking for '0.001' rounding in various calculations.
If in the IM document you have 'USE DEFAULT' for each ITEM and for each CUSTOMER then the system will pull only the tax detail / schedule that is defined in the system as the default. When you doing the transaction manually to compare, you can not change anything - you have to enter the customer, then the item then see what happens.
I know this is 101 transaction entry, but, we need to know where the difference is coming from.
Thank you all for your answers. The taxes are all set up in GP correctly and work when you enter a manual SOP invoice. We do nothing with taxes but let them calculate on their own. In the import file, there are no taxes or tax information, we again want the system to calculate with the "defaults" set up in GP, but are getting minor differences in the tax amounts. Is there a setting in IM that will do this? I am not sure what you mean when you say "Ensure the tax schedules in your integration file are the same as in your set up in dynamics GP". We don't have or want taxes in our import file. Help? Thanks.
I agree with Bill and Harry.Make sure your set for taxes in GP are correct.Ensure the tax schedules in your integration file are the same as in your set up in dynamics GP and in this case your should not integrate vat amount.Let the system calculate.
Bill asked a set of excellent questions. I am going to jump the gun and share I had a client who actually decided to hard code in the Tax amount during Sales Order import, without the supporting tax schedule information; ACA (Against Consultant Advice). When orders were split shipped (e.g. one or more items went out before the rest of the order was filled) the tax did not recalculate, as Dynamics GP did not have the required information, and they under-collected/reported the sales tax on these orders. The issue was identified during QA, but the code was released anyway - it wasn't pretty. So, make sure you are checking what field/fields are being updated by Integration Manager. You may be bringing both pieces of data across.
Are you importing the tax amounts in your IM or are you importing the transaction, and attaching Tax Schedule to the Line Items and allowing the system to generate the tax.
What kind of difference are we talking - pennies or dollars - big difference or minor difference - just wondering if there is something really noticable that you can say that the calculation is OFF for this or that?
Couple of questions to get the process flowing for you.
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