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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Tax adjustments order ...
Microsoft Dynamics AX (Archived)

Tax adjustments order invoices

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Posted on by mebxl 115

Dear All,

I would need to know how I can change the tax amount on an order invoice

We here do the following:

We create an order (purchase).

When the invoice comes, I register the invoice but before I post it, I check the total amount.

Sometimes, the Tax amount is different but I cannot change that !

 

In the other purchase invoices (the simple purchase jounal) I can do it.

 

Any idea ?

 

THANK YOU !

Ralf

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Ralf,

    In the invoice posting form you should be able to identify a sales order button that shows you the VAT code, the tax base amount and sales tax calculated by AX. This form has a tab - the last one - that allows you overwriting the tax that is calculated by AX. If you close this form and apply the changes that you made to the tax amount, AX will use the adjusted amount for posting the sales tax.

    Hope it helps,

    Ludwig

  • mebxl Profile Picture
    mebxl 115 on at

    Hey Ludwig,

    I tried what you suggested and indeed I can overwrite the tax amount, but when I want to post the invoice I get the message :

    Purchase orders cannot be rearranged when individual purchase orders are tax regulated.

    Remove the regulation on the orders, rearrange and regulate the tax on the summary order.

    I think I have to remove something somewhere, but I can't find it .

    Thank you again for your help !!!

    Ralf

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

    Hello Ralf,

    The reason why you get this error message is because you made the tax adjustment first at the individual invoice Level. Later on then you consolidated (rearranged) two or more invoices and AX says that it does not like that.

    To get this fixed try the following:

    1) Open the invoice for which you made the tax adjustment and set the tax amount back to what AX originally calculated

    2) Rearrange, that is consolidate, the invoices

    3) Before posting the rearranged invoices adjust the sales tax by opening the sales tax form at the vendor invoice Header - in AX4 this must be a button on the right-side of the form.

    4) Post your invoices.

    Hope it helps,

    Ludwig

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