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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Crediting the invoice ...
Microsoft Dynamics AX (Archived)

Crediting the invoice on Sales order in different period causing Sales Tax mismatches!

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Posted on by Community Member

Dear All,

I am trying to post Credit note against Sales order invoice with automatic Transaction from Rental contracts which posted some periods ago but AX using actual value for Sales Tax not the original. Original period is open. Tax values has been changed from the original period to the current.

I have already found that the invoice date can be changed manually but that would be the best if automatic credit function on Rental contracts can be triggering the same Tax value has on the original invoice. I found some MS fixes regarding Sales tax unbalanced on credit notes which seem similar but not the same unfortunately I couldn't tested yet.

If you experienced this kind of issue could you please share some workaround with me?

Many thanks in advance!

Cheers,

Pal

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi Pal,

    You are mentioning "Rental contracts". Do you have an ISV solution or customization which is causing the Sales Tax mismatch?

  • Community Member Profile Picture
    Community Member on at

    Hi André,

    No, we don't have any...

    Do you think there is any field in Credit Sales order which referring back the original Sales order? I see only the original invoice and due date but I don't think

    so, they cause any impact on Sales Tax...

    Thank you,

    Kind Regards,

    Pal

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hey Guys,

    Meanwhile I found the root cause for this issue. The Rental module should working based on Standard MS Credit note function for Sales order which using Reference field as Credit note invoice Due date in General tab on Line details. Field name seems incorrect but behind the table name shows the correct value: CreditNoteInvoiceDate (Id: xxxx)

    So, in this case this field not populated when the Credit Sales order has generated!

    Thank you,

    Best Regards,

    Pal

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