Dynamics GP Version 2010.

Field Services Contract Billing

Issue: At time of contract billing, the resulting Contract SOP Invoice line items need to have the Sales Tax Option set to Based On Customer vs. Non-Taxable (the current setting on the Item Maintenance Card.

We currently have this functioning in all our companies.and but after scripting the contract billing process I am unable to determine when the change occurs to cause the SOP invoice line item to be created using the tax option of 'Based on Customer'.

Note that all our sales are based on shipping method Pickup.
And I do find that the correct tax schedule is being assigned based on the Site ID.

This works correctly on our existing companies, passing in the SOP10200.IVITMTXXB value as 3 which is based on customer. It does not use the item's sales tax option 2 which is non-taxable from the item master IV00101.

So is works 'somehow' for our companies who have been active for years and typically has all inventory items set with the sales tax option to non-taxable.

Below details where it is not working and the details of my investigation.

Recently 2 new GP companies were created and we used the PSTL Company Copy to create those new companies

Then all the SQL db table triggers, stored procedures were compared to the originating company db and if missing added to the new company SQL databases .
I was very careful to reconcile and add the missing sql components.

This was first performed in our test environment and UAT of the contract billing in the 2 new companies worked as expected with the tax option being set to based on customers.

We then proceeded to create the new companies in production, following the same steps taken in the test environment,

When we performed the Field Services - Contract Billing the resulting invoice did not apply taxes to items and the tax option on the line item was set to the sales tax option on the item maintenance card,

The Question

Q: Does anyone have any ideas what is being done to make the sales tax option be rest to a specific tax option?

SQLDEX.LOG attached

I have attached the SQLDEX.LOG for the contract billing of a single contract with 3 line items. This example shows the SOP10200.IVITMTXB (sales tax option) being applied as 3 vs. 2 as defined on the item master in IV00101 (Item Maintenance)

I know this is a rather strange situation and most would simply say to set the inventory items to based on customers and be done with it.
I am very hesitant to do this as it works in the other companies, just not in the 2 new companies created in Production.

I am stumped and reach out for help.

Categories:

Microsoft Dynamics GP