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Finance | Project Operations, Human Resources, ...
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Best practice to enable Sales tax conversion feature in multi legal entity scenario

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There is a feature Sales tax conversion that fix issues after the dual currency was implemented. Microsoft recommend that the feature is enabled in a clean sales tax period https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/dual-currency-for-tax#upgrade-consideration.
This is a bit cumbersome when supporting multy legal entities with different taxperiods and sales reporting methods in the environment. Before setting up a very complicated procedure for enabling the feature including a service window to assure that we enable the feature in clean sales tax periods in all of my customers LE. It is inortant that you answer based that you are in a dual currency scenario (acconting curr not equal reporting currency)

1. Have anyone tested to enable when the taxperiods where not clean of unsettled tax transactions included? 
2. Is there any important sideffects when doing th post sales tax (Eg tax couln't be posted due to being out of balance)?
3. Any other reckomendation

/Henrik Levinson

  • Charlotte X Profile Picture
    on at
    RE: Best practice to enable Sales tax conversion feature in multi legal entity scenario

    Hi K Henrik Levinson,

    Please wait for someone more experienced in this area to answer this question.

    Best Regards,

    Charlotte

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