Microsoft Dynamics AX (Archived)

Display VAT per item in Sales Invoice

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Posted on by oldman.logan

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Hello!

I am trying to display the VAT per item in the sales invoice.

I tried to set up a real field with CustInvoiceTrans.TaxAmount, however the VAT value comes as 0, though the voucher clearly shows that VAT has been charged. Screenshot is attached.

I'm guessing that I am using the wrong field. Please advice.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Can't this be achieved by activating the GL parameter 'calculation method = line' and entering a print code in the sales tax code form, which prints the sales tax code on your invoice?

Would be great if you could test this and let us know the outcome.

Best regards,

Ludwig

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oldman.logan 565 on at

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I'm not sure how to do that. I actually need to print the tax amount per item / per line not the tax code in the invoice and then the total tax collected at the bottom of the invoice.

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oldman.logan 565 on at

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My GL Parameter Calculation method is set to line and marginal base in salestaxcode is line as well. However, the linetaxamount comes up as 0 on the invoice.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I believe that the Standard application can do that. Please Setup the following in a demo Environment first to check:

1. GL parameters

2. Sales tax Code Setup

If you have not completely modified / redesigned your invoice reports, those setups should show you the VAT code per line.

Best regards,

Ludwig

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oldman.logan 565 on at

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Hi. I have the VAT code per line. I need to display the VAT Amount per line, which shows the vat amount charged for each item / line.

As you can see here.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

The GL Parameter that I highlighted above will ensure that you see the amount per line. Have you already tested that parameter setting?

Best regards,

Ludwig

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oldman.logan 565 on at

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Yes, it is set to amount per line in GL Parameters, same as your screenshot.

In the invoice template, I am using the table and field Custinvoicetrans.lineamounttax to display the tax per line. I'm not sure if this is the correct one.

The field returns 0 on the invoice.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I would expect that this is the field that holds the value.

Have you created a new invoice after making the changes in the setup?

It might not work for the ones that you have already posted with the old setup.

Best regards,

Ludwig

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oldman.logan 565 on at

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Hi. Thanks for your reply. I created a new invoice and it is still the same. I don't know what I am missing. The totals are ok but the item wise tax is appearing as 0.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I double checked that in my demo machine and noticed that the line amount tax field is not filled in the custinvoicetrans table.

That does not seem to be the right field and you would thus have to calculate the field in your Report by referring to the tax trans table.

Best regards,

Ludwig

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