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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Tax Detail Report colu...
Finance | Project Operations, Human Resources, ...
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Tax Detail Report column is labelled incorrectly

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Posted on by Richard Wheeler 75,730

When you print the Tax Detail Report there is a  column labelled Total Sales/Purchases. Unfortnately this amount is only the subtotal amount. We need it to include the freight and the miscellaneous amounts. That is the true Total Sales/Purchases. I have modified this report to use the TX30000 table(Tax History) however there may ocassionally be AR credit memos so I was going to try to use the RM20101 and RM30101 tables. The problem there is the doc type field.  In SOP SOPTYPE 3 and 4 are invoices and returns. In AR these get changed to 1 and 5, respectively. This breaks the link. The Document Amount field in this report comes from a temp table so there is no way to modify that value. Does anyone have a solution for this? Is there anyway to get into the code for this report and have it use the full amount of the document and not just the subtotal?

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Microsoft Dynamics GP
  • Becky Berginski Profile Picture
    Becky Berginski on at
    RE: Tax Detail Report column is labelled incorrectly

    Hello Richard,

    Does the Avalara version tax freight or does it just pull the total saves as a column? I think your best bet is to build a view that will contain the information from the RM and SOP tables and then we can determine how to use it. Perhaps an SRS report.  

  • Richard Wheeler Profile Picture
    Richard Wheeler 75,730 on at
    RE: Tax Detail Report column is labelled incorrectly

    Becky, if I had a nickel for every time I was told working as designed I could retire. Do not call label the column as total sale when it does not include the freight and miscellaneous amounts. I have already pulled in the SOP30200 into this report and added a column that includes the subtotal, freight and misc. What this is all about is matching the GP sales tax reports to Avalara's version.

  • Becky Berginski Profile Picture
    Becky Berginski on at
    RE: Tax Detail Report column is labelled incorrectly

    Hello Richard,

    Thank you for using Community Forums. My name is Becky and I will assist you.

     This is how we designed the report.  If you have Dexterity,you can probably make a 'code' change that you are talking about.  You should probably write a view that pulls what you want, then build a   custom report or Smartlist from that view. Freight may be added to a document, but are you taxing freight? If you are, would need a custom report/view to pull that data.

    Becky Berginski

    Microsoft Senior Support Engineer

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