Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

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Posted on by JustLearning

Firstly I apologize if the title is confusing as I am a bit confused by this myself.

We have a business requirement for adding Products to CRM that are tax exempt and Products that are not tax exempt.

Also we have customers that qualify for tax exemption and customers that don't qualify for tax exemption.

Then we have customers that qualify for tax exemption but the product(s) they wish to buy don't qualify for tax exemption.

On the Order form, I have created an additional field for the VAT (Value Added Tax) rate.

What we could have as an Order is someone who qualifies for VAT exemption, buy a product that is VAT exempt and buys another product that isn't VAT exempt.

On emails and document templates I think I would have to include both the 'Price Per Unit' field and the custom 'Price Per Unit inc. VAT' fields which would confuse someone if they see two different prices.

Is there a way to show the one price field for each product bought on emails and templates no matter if it's VAT exempt or not?

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JustLearning 55 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

The OOB fields I used in the end were productname, quantity, baseamount, tax, extendedamount, totallineamount, totaltax and totalamount

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Paul_Owen 2,027 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Great, please mark my answer as verified if it helped.

Regards

Paul

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JustLearning 55 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Hello Paul,

I can see the OOB fields you're referencing regarding the Order Product entity (Price Per Unit, Tax & Extended Amount) and the Order entity (Total Detail Amount, Total Tax and Total Amount). I'll use these and see if a workflow can enter the tax values automatically depending on the products chosen instead of manually entering the tax.

Thank you all for your help, it's much appreciated.

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Paul_Owen 2,027 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Ok, I don't understand why you are using calculated fields, the Tax field is a simple currency OOB field that you can populate and the Total Tax field gets updated by this, you could do your calculations with a Business Rule running on the Entity. You may want to concider this free solution on Appsource that should fit your requirements?

https://appsource.microsoft.com/en-us/product/dynamics-365/triomis.71747891-df31-49e5-a748-1d1a199caf41?tab=Overview

Regards

Paul

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JustLearning 55 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

ok, thanks SErf.

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SErf 657 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Hi,

unfortunately sales tax handling in Dynamics for Sales is not that good (it's quite ***). I for example don't understand why Field Service introduces Tax entities that do not exist in the Sales app....

Non the less, coming to a solution:

If you take a look at the bigger brother - the ERP Dynamics for Finance - they basically have implemented exactly what you are looking for.

I would suggest you copy their approach as probably a lot of people have thought about this.

Look up a video on youtube to see how it works.

In the master data (account entity) for every company there is a Sales Tax Code. For you this would basically be "Exempt" or "Not Exempt".

I would suggest you might want to model this as Entity and not as an option set though.

In the product entity for every item in the product catalog it is defined if this product is tax exempt or if it is not. If there are reduced tax rates for some products this would also make an entry in the entity. (Same I'd suggest to go with an entity to be more flexible). (Called Item Sales Tax Group in D365 for Finance).

Then there basically is a third table which defines what are the possible tax rates and what Company and Item Sales Tax groups are allowed.

For each unique combination of Account Sales Tax group + Item Sales Tax group this results in exactly one valid tax % for each line item.

On the technical site you would then need a plugin or javascript which calculates then calculates the resulting used tax rate.

I would propose you also add a Tax (%) kinda field to the quoteline/orderline/invoiceline (number from 1-100) that is the one that gets filled with a percentage amount. This field then calculates the real tax amount - not quite sure how Microsoft thinks that this is not needed...

All in all, it is a shame that a product for 80€/user/month doesn't help at all with taxes....

As you might see, this topic frustrates me a lot.

Good Luck

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JustLearning 55 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Hi Paul,

They are Existing Products. Also both the VAT and VAT Total fields are both Calculated.

Kind regards,

Paul

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Paul_Owen 2,027 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Are these Existing Products or write-in Products?

Regards

Paul

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JustLearning 55 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Hi Paul,

Thanks for responding, to be honest I thought this would be ignored.

I have done what you suggested and the only issue now is how to get the VAT Total of all the Order Product lines.

The last column in the Order Product grid below is a calculated field. I tried creating a Rollup field on the Order form but it seems (I think) that you can't refer to a Calculated field in a Rollup field. Am I correct or doing something wrong?

Can you suggest how I can get a total of the Order Product VAT Total fields please?

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Paul_Owen 2,027 on at

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RE: Creating an Order with Products that are tax and not tax exempt and Customers that do and don't qualify for tax exemption

Why not just show a VAT field and if it's exempt show the value as 0.00 or am I misunderstanding you?

Regards

Paul

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