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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Sales Tax Posting - Di...
Microsoft Dynamics AX (Archived)

Sales Tax Posting - Dimensions

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Posted on by SU-22040800-0 2,459

I have a requirement for specific dimensions to be populated for posting transactions. I populate all of these on an Invoice Journal line (in AP) and can post. However, when i add the Sales Tax Group, and Item Sales Tax Group to the line, it errors when i post, saying that the dimensions on the Vat Control Account, is missing.

If i process a Free Text Invoice, the VAT posts fine without error.

Is there something different that needs to be done on the journal, that I'm missing?

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello James,

    Why do you need a financial dimension on a VAT account that is tracked in the balance sheet?

    Can't you overcome this issue by setting up a fixed financial dimension for this account in the chart of accounts form?

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Hi Ludwig

    Unfortunately not, as it changes based the transaction type

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    I see.

    Can you explain how you enter financial dimensions exactly?

    That is, do some default from the vendor or do you enter all of them when entering the journal lines?

    If you enter all of them, do you enter the financial dimensions for the offset account only or also for the vendor account?

    Would be great if you could describe briefly.

    Many thanks and best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Sure Ludwig - thanks for the help on this, as well.

    There are 6 dimensions (all are required to have a value)

    I create the journal header, and add dimensions to the header.

    I edit the lines, and select a vendor. (the vendor has 3 of the 6 dimensions defaulted)

    I enter in an offset account, and populate ALL the dimensions for the offset account.

    Then i try post - an get the error.

    The actual GL account that it refers to in the error message, is the VAT receivables account.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello James,

    I just replicated the process in my demo machine and also got the sales tax posted with the financial dimensions entered.

    Can you check that your sales tax ledger account does not have some special setup and for example blank fixed financial dimensions specified?

    If this is not the case, do you have another demo/test environment available where you can replicate the issue?

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Hi Ludwig

    To answer your question, there is nothing strangely setup for the actual VAT main account. There is a Fixed Value legal entity override, but i removed that and it still gave the same error.

    I managed to get a demo company up, and compared everything from the main account, journal name, gl parameters, ap parameters, tax codes, item/tax groups, etc. Made sure they were both the same, but still the error occurred.

    However, i did find a parameter that was not in my solution, but was in the demo (not sure if it makes a difference) - Under AR Parameters --> Ledger And Sales Tax --> there is parameter dropdown called 'Default Dimension Hierarchy'. But like i said - im not sure if that would make a difference, especially since it is part of AR (and the issue im having above, is in AP).

    Any ideas?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello James,

    The only thing I can think of is the GL parameter 'values used for summary account' where you can select accounting distributions or source document.

    Since you work in an AP invoice journal, I am however, not sure if this makes any difference but it might be worth testing.

    If this does not help then I would recommend asking a developement guy to have a look at what is going on as the plain vanilla standard application seems to behave differently.

    Best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Thanks Ludwig

    I have it setup as 'Source Document' and it works in a demo environment...

    I'll get hold of a developer.

    Thanks again

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello James,

    It would be great if you can keep us updated on this once the underlying reason was found.

    Many thanks and best regards,

    Ludwig

  • SU-22040800-0 Profile Picture
    SU-22040800-0 2,459 on at

    Hi Ludwig

    I found the issue with this:

    Our B/S account structure includes a dimension that the I/S doesn't.

    When VAT posts, it uses the dimensions on the Offset account(s). The system did not find that dimension on the offset account, and thus failed to post the VAT entry on the B/S.

    Do you know if there is a way to have the system use the dimension on the vendor (for VAT)? and not the Offset account?

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