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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase order (Excel)...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase order (Excel) electronic reporting not generating tax informations

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Posted on by Pierre Willocquet 92

Hello everyone,

I want to use the standard "Purchase Order (Excel)" electronic report. But somes informations are not displayed such as sales tax.

Here is the electronic report I use:

pastedimage1594312291168v1.png

here is the mapping for taxes : 

pastedimage1594312331518v2.png

Here is a PO with sales taxes:

pastedimage1594312377170v3.pngpastedimage1594312394407v4.png

Then i generate the report and i dont have anything with the tax section:

pastedimage1594312429619v5.png

Can someone help me please ?

Thank you very much.

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Pierre,

    If you don't generate the report with electronic reporting but rather use the standard SSRS report, do you see the sales tax details then?

    Is that the PO confirmation related report?

    Best regards,

    Ludwig

  • Pierre Willocquet Profile Picture
    Pierre Willocquet 92 on at

    When i use standard report : 

    pastedimage1594318012735v1.png

    I have this (from the same PO) : 

    pastedimage1594318131759v2.png

    So no tax details ...

    Yes the report is generated from PO confirmations:

    pastedimage1594318163369v3.png

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

    Hi Pierre,

    I would expect the ER to replicate the SSRS report.

    So, if the 'old' SSRS report did not hold tax information then the 'new' ER will not hold that information as well.

    If you need to include this tax information and if the standard ER does not provide it then you can either try modifying this report yourself or ask MS to do it for all D365FO by logging a product defect of missing feature.

    Best regards,

    Ludwig

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