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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Consolidated invoice i...
Finance | Project Operations, Human Resources, ...
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Consolidated invoice in Japan (JPN)

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Posted on by Ulrika Zetterfeldt 38
Hi experts,
 
we are setting up a company in Japan and they are going to use the Japanese consolidated invoice function. I have follwed the set up guidiance in MS Learn in the Globalization Studio.
I have now created the very first consolidated invoice and wanted to test to do a tax adjustment according to the instructions in Consolidated invoices for Japan - Finance | Dynamics 365 | Microsoft Learn.
I can't change the sales tax in the consolidated invoice Sales tax tab. The fields are not open for adjustment. What am I missing?
Also - there should be a possibility to do other adjustments on the consolidated invoice as there is a field "Adjustment amount" but I can't find any information of how to do this adjustment (like a payment fee adjustment).
 
Is there anyone out here who has the knowledge about consolidated invoices in Japan in general and more specific to my questions above?
Any help would be so helpful for me. Thanks a lot in advance!
 
Best regards
Ulrika Zetterfeldt
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Ida R-M Profile Picture
    Ida R-M 11 on at
    Consolidated invoice in Japan (JPN)
    Hi!

    We also have issues regarding the consolidated invoices for Japan.
    It seems like only invoices from the PREVIOUS consolidated period is taken into account and we have a customer that is always paying a couple of invoices on each consolidated invoice, too late. Anyone has a trick how to handle this so the correct amount is stated on the consolidated invoices? How do you handle equal cases?

    BR
  • Ulrika Zetterfeldt Profile Picture
    Ulrika Zetterfeldt 38 on at
    Consolidated invoice in Japan (JPN)
    Hi Holly,
     
    thank you so much for coming back to me. Much appreciated. I will check regarding the tax settings. 
    One questions - the consolidated invoice is for accounts receivable, not payable. It will be sent to customers. 
    Do you know if the functionality for Adjustments are only for accounts payable or should this be working for accounts receivable as well?
     
    Thank you once again!
    Best regards
    Ulrika
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,522 Super User 2025 Season 2 on at
    Consolidated invoice in Japan (JPN)
    Good morning, afternoon, or evening depending on your location!
     
    It sounds like you've followed the setup guidance correctly, but there are a few key areas to check when troubleshooting tax adjustments and the Adjustment Amount field in Japanese consolidated invoices.
    1. Sales Tax Adjustment Fields Not Editable
    • In Dynamics 365 Finance, the ability to adjust sales tax directly in the Sales Tax tab of a consolidated invoice depends on the configuration of tax calculation settings.
    • If the fields are locked, check:
      • Whether the invoice has already been confirmed—some fields become non-editable after confirmation.
      • If tax calculation settings allow manual adjustments for consolidated invoices.
      • Whether the tax authority settings restrict modifications post-consolidation.
    2. Adjustment Amount Field Usage
    • The Adjustment Amount field is designed for cash discounts, bank charges, or other financial adjustments applied to the invoice.
    • According to Microsoft’s documentation, this amount is factored into the total invoice calculation, but the exact method for entering adjustments may depend on Accounts Payable parameters.
    • If adjustments aren't applying correctly, check:
      • Whether the adjustment type is correctly mapped in the invoice setup.
      • If the payment terms allow for additional charges or discounts.
    3. Additional Troubleshooting Steps
    • Review Accounts Payable parameters to ensure consolidated invoice adjustments are enabled.
    • Test adjustments in a sandbox environment before applying them in production.
     
    Please note: I teamed up with CoPilot AI to research and craft the best response to your question!
    Hope this helps some!

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