Taxes in Field Services and D365 F&O

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Posted on by Samkh

Hi,

We are looking to have the work order created and when completed to generate the sales invoice in D365 F&O.

We already have the tax module setup in D365 F&O

Given the scenario mentioned above, so we have to clone the sales tax setup from D365 F&O to Field services? How the tax code in FS versus the tax module in D365 F&O work together?

Thanks

Sam

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Work Order

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Fannie30 2,990 Moderator on at

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RE: Taxes in Field Services and D365 F&O

If you want FS work orders to generate tax then you need the tax codes in d365 or you could have a call to F&O to determine proper tax based on address of either the service or billing account. There are ISV offerings like Avalera and Vertex that can pull in tax details for D365 Work orders.
Samkh on at

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RE: Taxes in Field Services and D365 F&O

In this instance that I am referring to, we have around 30 sales tax group, combined with around 40 tax codes. The tax groups are assigned to the client and item sales sales groups assigned to the items. For the items some are taxable and others are not.

In brief it is simple in this case.
Fannie30 2,990 Moderator on at

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RE: Taxes in Field Services and D365 F&O

My first question is what are you looking to do on the work order? The tax codes in FS are quite basic compared to an ERP where you could have state, city, county tax all applicable.