Sales Tax Group Method and several funding sources

(0) Share

Report

Posted on by Community Member

We have set up a project contract with several funding sources. This companies have different sales tax groups.

In Project management and accounting parameters the Sales tax group method is set to Customer. Then I expected to see each customer beeing invoiced according to their individual sales tax group - but the projects sales tax group overrides the customer.

Where did I go wrong?

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (0)

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello Bjorn,

Can you provide some additional information?

What sales tax groups are currently setup in your project, in your project contract, customer and which one does AX use for creating your invoice?

From the information you provided your tax setup should actually be ok. There is probably a mistake in the sales tax group setup or this might be a bug. Have you check Lifecycleservices for an incident/hotfix for your system's version?

Ludwig

Was this reply helpful? Yes No
AnnaG on at

Like (0)

Report

Hi,

I´ve exactly the same problem - do you already have a solution?

Thanks for your help!
Anna

Was this reply helpful? Yes No
Suggested answer

Veronika Filonenko 1,261 on at

Like (0)

Report

We had this issue, and in our case, the problem was coming from the fact that project users, where using the function 'Copy from project' (Wizard) to create a new project. And on the wizard there was a Sales tax group by default (template project). If there is a salex tax group by default, it will overwrite any parameters at the invoice moment.

When we were invoicing through a billing rule, the sales tax group was identified to be one coming from the customer. But on the actual invoice proposal, it would take the sales tax group from the template project.

We corrected the issue, by emptying the sales tax group on the template project. That way the wizard did not proposed to us any sales tax group by default.

Was this reply helpful? Yes No
AnnaG on at

Like (0)

Report

Hi Veronika,

thanks for your prompt Answer.

Actually we do not have choosen any sales tax method in the project nor on the project contract - we only have the sales tax method in our debitors, where we want to get it from.

Thanks for any further help

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Same here!

Was this reply helpful? Yes No
David Massey on at

Like (0)

Report

Report this as a bug through the MS Support channel to have the issue addressed.

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello,

Is this still an open issue or have you been able to get it resolved in the meantime?

Ludwig

Was this reply helpful? Yes No
AnnaG on at

Like (0)

Report

Hi Ludwig,

we developed a "small" workaround - but if you have an idea, how we could do it in standard, it would be interesting :)

thanks,

Anna

Was this reply helpful? Yes No
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hello AnnaG,

In my case I had a project where 50% need to be invoiced with customer A and the rest for customer B. Customer A needed to be charged the local 19% VAT while customer B should get an invoice with 0% EU-VAT.

To realize this I used the adjustment functionality and split the transactions in a way that the first line recorded the sales tax group and item sales tax group that resulted in the 19% local VAT and the second line with the sales tax group and item sales tax group that resulted in the 0% EU VAT.

Thereafter, I created the invoice proposal and used the sales tax adjustment feature to get the tax origins and tax amounts right. That worked but it required quite an amount of manual work to do.

What is the adjustment you have implemented?

Ludwig

Was this reply helpful? Yes No
Community Member on at

Like (1)

Report

Hi folks!
Thanks for your contribution.

We asked Microsoft for support. The answer was that as standard the Project tax code overrules customers tax code.
This had to be modified in customized code.

Regards

Bjørn

Was this reply helpful? Yes No