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Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

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Posted on by Sonali Rout

Dear All,

Is there any way or setup to define both sales tax group and item sales tax group fields mandatory to select in vendor invoice journal form without doing any customization? My client is looking for setting this two fields mandatory to fill as some users are forgetting to select it at the time of posting journal.

Looking for any input on this.

Best regards,

Sonali Rout

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Financial Management

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SouravDam 11,721 on at

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RE: Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

Hi Ludwig Reinhard,

Yes we missed this point to mention. That check box in GL parameter is already ticked.

Thanks for noticing

Best regards,
Sourav Dam
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Ludwig Reinhard Microsoft Employee on at

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RE: Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

Hi Sourav Dam,

What you write is identical to what I mentioned above ;-)

Yet, we missed one thing. The respective GL parameter for checking the sales tax combinations for valid entries must be enabled.

I guess this has been done in your system already.

Maybe you can add and post another screen-print from your machine.

Many thanks and best regards,

Ludwig
Sonali Rout 70 on at

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RE: Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

Hi Ludwig and Sourav,

Thanks to both of you.

I have tested by doing the same setup in a main account in UAT; passed a journal and it's validated both fields in invoice journal.

Thanks for detailed explanation.

Best regards,

Sonali Rout
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SouravDam 11,721 on at

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RE: Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

Hi Sonali Rout ,

You can do this by using legal entity override option as available in Main accounts form.

However; is there any specific main account for which you want to set these fields mandatory or for all main accounts?

What you can do is; go to General ledger > Chart of accounts > Accounts > Main accounts > Select a particular account (other than type Reporting and Total) > Go to legal entity override area and click on 'Add'. Then you have to select the legal entity and add it.

Below is an example.

Once done, you will get Sales tax tab activated.

Click on 'Sales tax' tab. One more form will popup where you have to set 'Required' in 'Validate sales tax' drop down menu. By default it will be set as 'Optional'.

If you want to set any specific sales tax group or specific item sales tax group, then you can select that in this form and then set 'Required'. Once everything is set, click on OK.

Then do the following;
--- Create a new vendor invoice journal. In this journal select the same main account in offset for which you just set 'Required' as above.
--- Don't select any sales tax group or item sales tax group in journal line.
--- Try to post the document.

System will show you below notification.

Now, you can try in alternative way like; select only sales tax group and not item sales tax group or vice-versa. Try to validate or post the document. You will get the same result as above because you have set 'Required' for both sales tax group and item sales tax group in Main accounts form. You have to select both groups in these fields, then only you will be able to post the document.

Now; once both combination is selected, system will work accordingly by validating both groups and recording sales tax or zero tax as per the selection here.

Kindly try this in test environment, see the impact to confirm if this is working fine and update in this forum once thoroughly checked from your end.

Best regards,
Sourav Dam

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Ludwig Reinhard Microsoft Employee on at

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RE: Set sales tax and item sales tax group fields mandatory in Vendor invoice journal without customization

Hello Sonali Rout,

If you want users to fill those fields then you have to make the mandatory through a customization.

Possibly an alternative is defining rules what tax codes are allowed to be posted with the accounts that you enter. You can define those rules in the CoA and if the allowed sales tax code does not result from the combination of sales tax group and item sales tax group you get an error. The disadvantage of this alternative is that you have to do an extensive setup for all of your accounts but it can enforce users always entering the right tax. Maybe test this feature in a demo or test environment first if you have not used it before.

Best regards,

Ludwig