I have a case to post the expense account related voyage in the vendor invoice journal.
In the invoice journal, I have already selected the voyage and retrieve the cost that I have to invoice. And then I added sales tax group (I used combination value added tax with income tax).
Based on my client requirement, I need to adjust the actual sales tax from calculated sales tax in one of my tax codes, so I change the amount in the field Actual sales tax and override field was mark.
Before posting, the amount of tax was correct so I post the vendor invoice journal. However when I checked the journal after post became incorrect, the total sales tax change into amount from my adjustment and the system proportionally allocated it across both of sales tax codes.
Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!
I see this was posted last week - hopefully its been solved by now but incase not, here are a few ideas:
It seems like you're encountering an issue where the system is proportionally reallocating the adjusted sales tax amount across multiple tax codes after posting the vendor invoice journal. Here are some steps and suggestions to address this:
Understand the System Behavior
Dynamics 365 Finance & Operations automatically recalculates and distributes the sales tax amounts across all applicable tax codes based on their configuration. This is likely why your adjustment is being proportionally allocated.
Review Tax Code Configuration
Check the setup of the sales tax codes in Tax > Indirect taxes > Sales tax > Sales tax codes. Ensure that the tax codes are configured correctly and that their calculation methods align with your requirements.
Adjust Sales Tax Before Posting
When adjusting the actual sales tax amount, ensure that you also review and adjust the amounts for all applicable tax codes in the Sales tax transactions form. This can help prevent the system from reallocating the amounts automatically.
Use the "Reset Actual from Calculated" Option
If the system's recalculation is causing issues, you can use the "Reset actual from calculated" option in the Sales tax transactions form to revert to the calculated amounts. Then, manually adjust the amounts again before posting.
Test with a Single Tax Code
To isolate the issue, try using a single tax code in the sales tax group for a test transaction. This will help determine if the problem is related to the proportional allocation logic.
Consult Documentation
Refer to the official documentation on adjusting sales tax in vendor invoices for detailed guidance on handling such scenarios.
Custom Solution
If the standard functionality does not meet your client's requirements, consider working with a developer to create a customization that prevents the system from reallocating the adjusted tax amount.
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