Tax Schedule ID

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So, I have a coworker who REFUSES to use the new tax schedules I spent forever creating. Instead, she uses the old ones that they've made over the course of 30+ years, and they're terrible. BUT, I've found that if I delete them, it just allows the invoice to go through with no tax if the customer card doesn't have a tax schedule ID.

So, my question is: Is there a way to force an error when a customer card has no Tax Schedule ID? That way I could go in and delete all the old tax IDs and their schedules, and when she would try to post an invoice with a customer ship-to with no tax schedule, it would cause an error, it wouldn't let it post, and I could catch them?

Thanks in advance, she's destroying my monthly sales tax report.

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L Vail 65,271 on at

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Hi,

My first thought is to use VBA to check the transaction and display a dialog if the tax schedule ID is missing. Just to keep track you could use a SmartList Builder reminder or a Business Alert to warn you if any transactions or customers are created without tax schedule IDs.

Kind regards,

Leslie

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David Musgrave MVP ... 14,095 Most Valuable Professional on at

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You can also use GP Power Tools to introduce any business logic you want.

GP Power Tools portal [View:http://WinthropDC.com/GPPT]

David

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I'm still fairly new to Dynamics, so I'm not sure how to do any of what you listed. So there's no way to cause an invoice not to post because of a missing tax schedule?

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L Vail 65,271 on at

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Hi,

There is not a setup checkbox that will prevent this 'out-of-the-box' that I have seen. I believe you will need some kind of customization. The GP Power Tools product will be the easiest way to accomplish what you want.

Leslie

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L Vail 65,271 on at

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You could make the Tax Schedule ID a required field, but that doesn't accomplish your objective.

Leslie

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Beat Bucher GP Gee... 28,058 Moderator on at

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You could use Customer Class ID to roll down a new Tax Schedule ID to all your customers.. or check what the current customers are assigned to and change that Class ID's Tax Schedule ID.

To modify or delete a customer class:

Open the Customer Class Setup window.
(Sales >> Setup >> Customer Class)

Enter or select the ID for the class to change.

Choose one of the following options:
To change the class, enter the new information. A message will appear asking if you want to roll down the changes you made to all customers in this class.
To delete the class, choose Delete.

Choose Save.

Choose File >> Print to print a Classes Setup List, so you can review the changes you entered.

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David Musgrave MVP ... 14,095 Most Valuable Professional on at

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With some custom code (VBA or GP Power Tools), you can make sure transactions cannot be saved or posted unless they have a Tax Schedule ID, or you could prevent saving when the Tax Schedule includes or excludes certain schedules.

You can introduce any business logic you desire to make sure the transactions are valid.

David

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