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Matching a Purchase Invoice to a PO where there are several VAT rates on the same invoice

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We are relatively new users of the full P2P functionality and still establishing our processes in terms of good practice in raising POs.

We are having difficulty where our users have created a PO for 1 x Computer at (Eg) £510

The user has GRN'd the 1 unit, but the Supplier Invoice has come in the form

{1 x parts bundle at £400 VAT 20%

{1 x parts bundle at £110 VAT 0%

Can other users please advise as to how you have overcome this issue? 

Thanks

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Matching a Purchase Invoice to a PO where there are several VAT rates on the same invoice

    Hi Anne Marie G,

    The best solution right now is to update Sales Tax manually.

    Select Financial Tab > Tax Bucket > Sales Tax

    and update details in the following field:

    3482.pastedimage1622707475112v1.png

    Let us know if it helps.

    Thanks,

  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,511 User Group Leader on at
    RE: Matching a Purchase Invoice to a PO where there are several VAT rates on the same invoice

    Hi Anne Marie G,

    The best solution right now is to update Sales Tax manually.

    Select Financial Tab > Tax Bucket > Sales Tax

    and update details in following field:

    pastedimage1622707475112v1.png

    Let us know if it helps.

    Thanks,

  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2025 Season 1 on at
    RE: Matching a Purchase Invoice to a PO where there are several VAT rates on the same invoice

    Hi Anne,

    If this 400  and 110 is including VAT then you can try using "Price inclusive option for the line or invoice, so that total value matches as 510.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Matching a Purchase Invoice to a PO where there are several VAT rates on the same invoice

    Hello Anne Marie G,

    One option is to overwrite the calculated VAT that D365 comes up with and apply this self-calculated VAT amount when you post the invoice.

    You can do that in the vendor invoice form when you open and check the sales tax calculated.

    Best regards,

    Ludwig

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