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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales tax group is mis...
Finance | Project Operations, Human Resources, ...
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Sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address

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Posted on by EmmHus 35

Hi!

We have a setup that sales tax group should be taken from the Terms of delivery instead of customer. Now we´re facing an issue with the Intercompany order flow. 

The sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address when using direct delivery. 

In company A a sales order to an external customer is placed. Automatically the IC sales order in Company B is created with the delivery address from the external customer. Since we have a Terms of delivery where the sales tax group should be taken from the delivery address- the sales tax group will be blank on the IC sales order header.

Has anyone else seen this issue before?

If yes- how did you solve it?

Thanks!

Emma

  • AxaptaDev Profile Picture
    AxaptaDev 2 on at
    Sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address
    Check if (the TaxGroup on) LogisticsLocationExt record exists for the LogisticsLocation record of the Delivery Address.
     
    If it is missing, you will get the behaviour as described by the OP.
     
    I had to create the record manually in LogisticsLocationExt.
     
     
  • EmmHus Profile Picture
    EmmHus 35 on at
    RE: Sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address

    For example

    The terms of delivery is setup like this:

    pastedimage1675262862867v1.png

    The sales tax group should be taken from the delivery address . As is now, there´s no fallback value, so if we use this functionality and the sales tax group is blank on the delivery address (which it is since it´s only copied from the IC PO), the system will give us a blank sales tax group. It´s not designed to take the customers sales tax group in case the value on the delivery address is empty:

    pastedimage1675263081975v2.png

    If this value is empty- it will not take the value from the customer (as a fallback value). 

  • James-Mc Profile Picture
    James-Mc 195 on at
    RE: Sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address

    Hi Emma,

    Can you clarify your set-up here? I'm trying to achieve something similar to have the sales tax group taken from the delivery address instead of that on the customer record.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,703 Super User 2024 Season 2 on at
    RE: Sales tax group is missing in the IC Sales order header when using sales tax group from the delivery address

    Hi Emma,

    Can you clarify if you really have a field for the Sales Tax Group on the Terms of delivery or did you setup which address type to look for the Sales tax group? If so, what setting are you using?

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