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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / Invoice and Adjustment...
Microsoft Dynamics SL (Archived)

Invoice and Adjustment Maintenance - Tax Calculation

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Posted on by JohnTwohig 144

The Invoice and Adjustment Maintenance screen (BI.BAM.00) in Flexible Billings isn't calculating tax the first time if you manually create a draft and add a line to it. It gives the message and asks if you want to calculate the tax but doesn't actually calculate the tax. If you then change the line it will ask again and this time it will calculate the tax.

I did these steps:

  1. Created a new draft
  2. Entered one line
  3. Entered the ending date
  4. Clicked  Save
  5. When it asked if I wanted to calculate tax I clicked Yes
  6. The message said update successful but there is no tax showing on the Tax tab

Then I did this:

  1. Changed the amount
  2. Clicked  Save
  3. When it asked if I wanted to calculate tax I clicked Yes
  4. The message said update successful but now there is a correct "Automatically Calculated Tax" line showing on the Tax tab

This happens both in standard mode and when the screen is customized.

Has anyone else encountered this?

Has anyone found a fix? Maybe there is a way to call the tax calculation a second time for new drafts?

*This post is locked for comments

  • JohnTwohig Profile Picture
    JohnTwohig 144 on at
    RE: Invoice and Adjustment Maintenance - Tax Calculation

    Carolyn

    I did find someone who could get the hotfix for me. It worked and the problem is fixed.

    Thanks for your help.

  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Invoice and Adjustment Maintenance - Tax Calculation

    Hello,

    Sorry for the late reply,

    You'll have to create a free case in MS support to get the HF. I find I cannot download it myself. We have them stored elsewhere however so we can upload it to you via a case.

    Thank you,

    Jana MacDonald

  • Verified answer
    JohnTwohig Profile Picture
    JohnTwohig 144 on at
    RE: Invoice and Adjustment Maintenance - Tax Calculation

    Thanks. That looks exactly like it.

    Do you know where to find the hotfix? I looked on Customersource. There are hundreds of hotfixes there but not for 38670.

  • Suggested answer
    CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Invoice and Adjustment Maintenance - Tax Calculation

    Hello John,

    There is a hotfix out for 2015 cu2 on Customer or Partnersource

    Bug 38670 Description:

    Taxes do not calculate when saving a manually added line item with a tax id. The tax line is not added when the user clicks YES in response to message number 0375.

    Best Regards,

    Jana - Microsoft Dynamics SL support

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