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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Zero Tax Amount Calcul...
Microsoft Dynamics NAV (Archived)

Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

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Posted on by Todd Pierpoint 849

After creating a Purchase Order, before posting it, when we calculate tax by clicking “Statistics” button, then the calculated tax amount is displayed in the “Tax Amount” field. Also, breakup of Tax Amounts based upon Tax Jurisdictions associated with Tax Area gets displayed under “Sales Tax Breakdown”.  The amount shown in both the fields match exactly which is the expected behavior.

However, after posting the same Purchase Order, when we open Purchase Invoice Statistics form of the posted Purchase Order, calculated tax amount is displayed as “0.00” in the “Tax Amount” field. Whereas the correct Tax Amount gets displayed under “Sales Tax Breakdown”.

This issue seems to be associated with NAV ERP configuration. After posting the Purchase Order, it should display correct tax amount in the “Tax Amount” field which was displayed before posting of Purchase Order.

When the same scenario is verified for the Sales Order, it is observed that after posting the Sales Order,correct  tax amount is getting displayed in “Tax Amount” field matching with the tax amount before posting of the Sales Order.

 

*This post is locked for comments

  • Todd Pierpoint Profile Picture
    Todd Pierpoint 849 on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi, Bryan. Thanks so much for taking a look at this. I will submit a support request on Partner Source.

    Cheers,

    Todd

  • Verified answer
    Bryan Tschosik Profile Picture
    Bryan Tschosik on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi Todd,

    This is Bryan.  Tom has asked me to take a look at this, just to get a 2nd set of eyes on it for you.  We do this when we can't recreate something, that looks to be recreatable.  I was able to recreate the issue you report.  

    In order for me to report this to Development, I'll need you to create a regular Support Request so that I can write up a 'Request For Hotfix' to Development.  The issue is a bug, so it will not be chargeable.  You can ask for me when you create the Support Request on PartnerSource.  Thank you and I'll look forward to your request.

    Kindest regards,

    Bryan Tschosik

  • TWBlaisdell Profile Picture
    TWBlaisdell on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    H0020.PO_2D00_UseTax1.JPG"219" width="653" src="/api/data/v9.1/msdyn_richtextfiles(0377AC71-A046-4758-8321-14C45B956767)/msdyn_imageblob/$value?size=full" border="0" />

    Statistics still show correctly:

    I'm not sure what to tell you here. 

    Thanks

    Tom

  • Todd Pierpoint Profile Picture
    Todd Pierpoint 849 on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi, Tom. I need to add one more criteria in reproducing this problem. "Tax Amount" is not calculated if Tax Jurisdiction is of "Use Tax Type". Can you please try to reproduce this and report your findings?

    Thanks,

    Todd

  • TWBlaisdell Profile Picture
    TWBlaisdell on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi Todd,

    Without the Hotfix applied, an error prevents accessing the Statistics after posting the Purchase Order for a partial Shipment and Invoice.  After the Hotfix is applied, I cannot see the issue you are reporting.  The Tax Amount shows correctly, even after partial invoicing the Order.

     Please advise me as to the difference in your results. 

    Thanks

    Tom

     

  • Todd Pierpoint Profile Picture
    Todd Pierpoint 849 on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi, Tom.

    This hotfix appears to be for an error message on Sales Order Statistics form in NAV 2009 SP1. We are using NAV 2009 R2 and do not receive an error message. Again, our problem is with the form not calculating total "Tax Amount" correctly after posting.

    Will this hotfix also fix our problem? Thanks.

    --Todd

  • TWBlaisdell Profile Picture
    TWBlaisdell on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi Todd,

    Please confirm that you have applied the correction in Knowledge Base Article 978424.  The change is provided at the link below. Note that the change is documented for the Form but must also be applied to the Page if the Role Tailored Client (RTC) is being utilized.

    mbs2.microsoft.com/.../kbdisplay.aspx

    I hope this helps.

    Best Regards

    Tom

  • Todd Pierpoint Profile Picture
    Todd Pierpoint 849 on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hi, Tom. I am referring to the "Tax Amount" field on the Statistics header, not the "Qty to Invoice".

  • TWBlaisdell Profile Picture
    TWBlaisdell on at
    Re: Zero Tax Amount Calculated on Purchase Invoice Statistics After Posting Purchase Transaction on NAV 2009 R2

    Hello Todd,

    Thank you for posting on the Community Forum.  

    If you are referring to the Invoicing Tab, then once the invoice is posted, the Qty to Invoice is now 0 so the Invoicing Tab will not show the Tax.  The General Tab will still show the Total Tax Amount. It's just that the Invoicing Tab shows the value of what is to be invoiced based on the Purchase Lines > Quantity to Invoice field.  

    I'm not sure if this is what you are referring to. However, I am interpreting this to be the issue.

    Best Regards

    Tom

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