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Is there a way to have the integration enter more than 1 Tax Detail ID and amounts in Invoice without creating mutliple lines in the source file?
I am trying to integrate an Invoice with 2 types of Taxes (state and local). I have 2 seperate columns in the source file identifying the amounts of each tax but I cannot figure out how to put both of these in the invoice using IM. Any help would be appreciated
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Good stuff. Glad you got it sorted.
Best regards,
Ian,
I am on a seperate computer for internet, so there was no way for me to send screen shots. So, I started looking at the setups above and realized that I was missing the setup on the customer, once I did that all worked out!!! Thank you so much for your help.
Understood.
Click on Tools >> Setup >> Company >> Company >> Options...The first option is: 'Use Shipping Method..etc..' Is this ticked or unticked?
Can you email me screen shots of: (or describe the contents)...
Best regards,
Ian, I appreciate any help you can provide, but I am setting up one of our subsidiaries and there is no internet connection on their server, so it is impossible for me to give you access. Maybe you can give me a few options to check. This was the first time I have ever set up taxes, so I am sure I missed something along the way.
Hi Karlie,
All you should need to do is select the schedule...and the details will automatically attach to the transaction and auto calculate.
There is something wrong with your setup.
It could be a few different things. If you can get me access to your system I can resolve fairly quickly, or if you want I can details the areas to check here.
Best regards,
If I enter it manaually, I choose the schedule ID and then I have to go into the arrow next to the calculated tax and have to choose each tax separately... then it automatically calculates. What's the point of a schedule if it won't choos the taxes for you?
Oh, this is a Sales Invoice.
Hi Karlie.
If you wish to integrate the multiple taxes you will need to rework your source file to be multiple lines so that the Tax Detail and Amount appear in the same column.
The auto calc of taxes should work.
To validate the setup simply attempt to enter the transaction manually in GP and validate if the taxes calculate.
Please note GP need a Schedule that contains all Tax Detaiil ID's.
This schedule is entered in the setup screen of Receivables for Sales, Freight and Misc.
If your tax details are not contained in this ALL TAX schedule the will be ignored.
Hope this helps
What kind of Invoice? RM, PM etc.
I'll test it here when I get a chance. It should calculae based on the tax schedule ID. If you enter the transaction manually, does the Tax calculate?
I have to say that although I am a 7 year veteran to gp... this is my first encounter with taxes. Yes, i did set up a tax schedule, but for some reason it does not auto fill in the tax detail ids. If I look at the transaction, the Item Tax Schedule ID is there, but no calculated tax. When I open the Tax Schedule Maintenance window, my schedule is there with both taxes in the selected tax detail ids with auto-calc marked. Did I miss something in a setup somewhere that would make the Sales Lime Item Tax Detail Entry default to what is setup in my tax schedule?
Can you create a Tax Schedule in GP that contains the two tax details...and then send in the Tax Schedule with the transaction?...instead of the two individual Tax Details.
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