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Evo-ERP and DBA Classic >> Sales >> tax on INVOICE itemized but not reflected in total
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Message started by Laura on 10/09/03 at 09:30:54

Title: tax on INVOICE itemized but not reflected in total
Post by Laura on 10/09/03 at 09:30:54

Please help: The total should be $303.13.

subtotal $300.00
tax 2.50
tax .63
TOTAL $300.00 ????

1. The invoice prints out wrong! The itemized tax is not in the total.
2. SO-O-H invoice listing shows no tax and a total of just 300.00.
....but...somethings are right...
3. The customers' statememt prints out with a total of 303.13
4. The tax shows up on the Sales taz report.
5 The tax is also in the detail trial balance report.

Please note: I had scores of invoices with itemized tax that are perfect. I have hundreds since I started using been using dba in 97 and have never had this happen.
I am on 2002.4. I don't have any of Lynn's upgrade......yet.
Any and all help appreciated.
Laura

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Lynn_Pantic on 10/09/03 at 11:14:28

Are you seeing this on all invoices or just one "rogue" invoice?

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Laura on 10/09/03 at 11:52:44

Just this one lone invoice!
There are (2) other invoices to that same customer in the same week with no problem.

Thanks,
Laura

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Laura on 11/12/03 at 12:12:11

I was wrong...the taxable amt doesn't print out on the statement.
But I may have found a clue!! **

Ok...I went into maintain database.
I found that BRHINVT did not have the tax...so I added it.
It looks all the others had the tax.
. **The FUNNY thing is BKARINVI has the tax amount in the last column (i.e. BK ARInvi Tax) but I can't find any other invoice that has tax in that last column.

I am wondering if this is the problem?

Or why would my other invoices with correct tax have a zero amount in the last column of BKARINVI?

I really want my statement to show the taxable amt.
Also it should show as the invoice amt when I go to post the customers check. Please help.

Thanks,
Laura

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Laura on 08/19/04 at 13:03:22

I think I have figured this problem out!! (fromOct 2003)

When in SO-A line item screen: If you have entered a taxable amt but accidentally say "No" to itemize tax you will have an invoice that lists the tax at the bottom....BUT the final total doesn't include tax.

Surely this is not the way it is designed.

. net 100.00
state tax 5.00
county tax 1.00
total $100.00

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Laura Oliver on 10/06/05 at 10:55:09

IS THIS A BUG? or do some people need this????

If you say NO to the itemize tax question, after having enter taxable items in SO-A your posted invoice will show the tax itemized but your total gross will not reflect your tax!!!

Maybe there is a reason to say no to itemize tax after having entered taxable items, but I can not figure it out.
Maybe there is a reason to list the net, then itemize the taxes, and the have the final gross not include tax, but why?

Subtotal: $100.00
. . Ala tax 5.00
. . City tax 1.00
- --------------
TOTAL $100.00 Why would you want the Gross not to reflect the tax you have just itemized?

ONLY ONE FILE IS EFFECTED IN MAINTAIN DATEABASE

F I X If you do ever answer NO to itemize tax after having entered taxable items its an easy fix, no need to void the invoice, just go into maintain database BKARHINV_B and modifed 2 files. Put the collective total of all tax localities in BKAR_INV_TAXAMT and change the total in BKAR_ TOTAL to the correct gross.

Thanks
Laura

P.S. Last week someone claimed to have the record for answering their own posts. I have to be coming in a close 2nd.

Title: Re: tax on INVOICE itemized but not reflected in t
Post by Lynn Pantic on 10/06/05 at 15:18:07

LOL, Laura, you have almost answered it and may have set a record too! There is an option for tax to be included in the invoice total selling price so in your $300 original example, the selling price to the customer would be the $300 and that would include the tax so the amount posted to revenue would be reduced by the tax amount because the $300 selling price is a "Tax Included" price. If you never operate that way, set the Default for "Prompt for Itemized Sales Tax?" in SD-M to N and it will always add the sales tax to the order rather than give you the opportunity to make a mistake and have it embedded in the selling price.