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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Tax calculation on inv...
Microsoft Dynamics CRM (Archived)

Tax calculation on invoiceproduct with discount on invoice calculates wrong (same with opportunity, quote and order)

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Posted on by Fabian SL

Hello,

when adding tax to a invoiceproduct CRM calculates the extended amount automatically. If the tax calculations is performed with a plugin or manually doesn't matter at this point.

On the invoice CRM also calculates the sum of all lineitems of the invoice for amount, tax and extended amount. this is also working correctly.

When you now apply a discount on the invoice CRM dos not reduce the tax in relation to the reduced totalamount.

Is there any solution for this?

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  • Fabian SL Profile Picture
    Fabian SL on at

    Has nobody an idea?

  • necsa Profile Picture
    necsa 3,455 on at

    Are you make discount directly on invoice or on invoiceproduct?

  • Fabian SL Profile Picture
    Fabian SL on at

    on invoice,

    tax is calculated on invoiceproduct

  • necsa Profile Picture
    necsa 3,455 on at

    Okey please try to calculate tax over business rule. Invoice get the total tax from invoiceproduct, so it can't know where to get value.

    did you use already business rule?

  • Fabian SL Profile Picture
    Fabian SL on at

    Hello,

    please read see my first post:

    "when adding tax to a invoiceproduct CRM calculates the extended amount automatically. If the tax calculations is performed with a plugin or manually doesn't matter at this point."

    the caculation on invoice product is not my problem. The problem comes with the automatic calculation on invoice. CRM is just adding all TAX field values on all invoiceproducts of a certain invoice.

    the problem is when you add a discount on invoice, this discount is not taken into account for the total tax on invoice.

    I'll give a short example: (for simplicity the TAX is 10%)

    Lineitems:

    name Priceperunit quantity amount tax totalamount
    lineitem 1 100 1 100 10 110
    lineitem 2 100 1 100 10 110
    lineitem 3 100 1 100 10 110
    lineitem 4 100 1 100 10 110
    lineitem 5 100 1 100 10 110

    Invoice
    detailamount 500
    totaltax 50
    total amount

    550

    if i now give a discount on the invoice of 50 the calculation would be:

    Invoice
    detailamount 500
    discount 50
    totaltax 50
    total amount 500

    but this calculation is wrong, because the totaltax is not 50 it must be 45 and the totalamount must be 495

  • necsa Profile Picture
    necsa 3,455 on at

    Fabian, you did not understand what i means. Because of automatic calculating when you make a discount on invoice, invoice will calculate diycount amount but not tax. That's why you must take something. For example a plugin or business rule. Now, it is time to go house. Tomorrow i give you some example. (where i live already 18:30 :)

    best regard

  • Fabian SL Profile Picture
    Fabian SL on at

    I live in the same timezone...

    you don't understand tax on invoiceproduct is calculated as you can see in my example (manually or by plugin)!!

    I am talking abount the sum of all taxes on invoice

  • necsa Profile Picture
    necsa 3,455 on at

    Sory i think my English is not enough to explain about it. I understand very well what you means. But you don't understand me. If your Total Tax field get automaticly sum of tax from invoice product and this field is readonly you can't change even with javascript i think here is to find some solution not for discussion. So you did nto answer about my questions "Did you try business rule for this field?"

    best regards

  • Fabian SL Profile Picture
    Fabian SL on at

    please open a Dynamics CRM of you choice. open an invoice. The totaltax field on invoice is calculated by CRM. it sums all entered values (manually or by plugin) of ist child invoiceproducts. it is not possible to intervene here.

    bitte öffne eine invoice in deinem CRM System. hier wirst du sehen, dass das totaltax Feld automatisch durch CRM berechnet wird. CRM addiert alle in den invoiceproduct eingetragenen TAX Werte (manuell oder durch Plugin berechnet) und schreibt sie in das totaltax Feld auf invoice.

  • necsa Profile Picture
    necsa 3,455 on at

    wollen Sie  mir CRM lektion teilen oder eine lösung für deine problem raus holen?

    Did you try business rule?

    best regards

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