Prepayments with Sales Tax for North America

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Posted on by DMV

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Good Morning-

Does anyone know if MS ever resolved the issue with prepayments and using sales tax on sales orders? Rumor has it that they did but, we are not seeing that. It was only in the North American version since we do not use VAT, but localized sales tax.

Previously, the issue was that a sales order cannot be released until a prepayment invoice is posted. But, the sales tax is not calculated until the sales order is released. So, you could never use prepayments on a sales order if there was sales tax involved. Was this fixed in 2013?

Any info would be appreciated.

Thanks,

Diane

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Rashed 3,765 on at

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Hello Diane

I don't think MS sees this a bug, but rather designed it that way. So there is nothing to fix.

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Corina Soare 585 on at

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Hi DMW,

A cumulative update was released for NAV 2009 SP1 and a separate one for NAV 2009 R2.

Please contact your partner, who should contact our support team in order to get the corrections (no charge).

Please note: NAV doesn't post the actual Sales Tax entries on the Prepayment Invoice. On the final invoice of the actual Sales Lines, the system records the actual tax ledger and A/R, Sales, and Tax Payable ledger entries. The final invoice would become zero with the netting of the Prepayment Invoice amount (Plus Tax) offsetting the full final invoice.

For NAV 2013, please make sure to implement the latest Cumulative Update (or at least CU8) to make sure all corrections are in the database.

Hope this helps! :)

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Community Member on at

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I am a partner and have a client with this exact issue. How do I get this fix. I have searched partnersource, but have been unable to find it.

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Corina Soare 585 on at

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Hi Naholos,

Please find the list with MS Dynamics NAV 2009 SP1 / R2 build numbers here: http://blogs.msdn.com/b/german_nav_developer/archive/2015/01/16/buildnummern-bersicht-microsoft-dynamics-nav-2009-sp1.aspx

For 2013: http://blogs.msdn.com/b/german_nav_developer/archive/2015/01/23/buildnummern-220-bersicht-microsoft-dynamics-nav-2013.aspx

And for 2013 R2: http://blogs.msdn.com/b/german_nav_developer/archive/2015/01/23/buildnummern-220-bersicht-microsoft-dynamics-nav-2013-r2.aspx

Should this not help, please open a support case with us via PartnerSource and one of the support engineers will help you.

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Alex Chow 4,481 on at

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Just tested out Cumulative Update 16 for Microsoft Dynamics NAV 2013 R2 (Build 39665). The prepayment still does not post the full amount including sales tax.

This means that if you have a prepayment with 100%, it will only invoice the base amount, not the amount including tax.

Is there another update you were referring to?

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Corina Soare 585 on at

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Hello Alex,

This was indeed not changed with the new releases.

The use of Prepayment Sale Tax Setup is limited in case of sales taxes. Please find more information in the Prepayments – Supportability White Paper here: https://mbs.microsoft.com/Files/customer/NAV/Learning/Whitepaper/44469_SupportabilityWhitepaperPREPAYMENTMSDNAV2013.pdf

Please add this as an enhancement request on connect.microsoft.com - this goes directly to development.

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Community Member on at

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Shouldn't the 'verified answer' flag be removed from this thread?

I can't log into the site linked. Users aren't allowed to read whitepapers?

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