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Evo-ERP and DBA Classic >> Sales >> Invoices Taxes
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Message started by fdiala on 04/05/13 at 08:16:49

Title: Invoices Taxes
Post by fdiala on 04/05/13 at 08:16:49

we use 2 different taxes on our invoices. For some random reason some
1- do not show tax at all - not calucated at all
2- some taxes are either over or under estimated (not sure if had to do with releasing the SO, then changing the release qty)
3- this was the wierdest of all - taxes are calculated properly, but the total shows only the subtotal (without taxes)

We are using DBA 2004.1 with IS tech update 1/22/10 SP3

Any idea why and what went wrong?

Diala

Title: Re: Invoices Taxes
Post by David Waldmann on 04/05/13 at 10:41:40

There are a bunch of places this can go wrong.

First off, I'm assuming you've double checked that the items in question are marked as Taxable, that the Customer is set to Taxable, and the Tax Group assigned has Tax Code(s) with tax percentages...

Not calculated at all:
When you create a Quote, the Tax Group may not be pulled in. If you convert the Quote to an SO, there will be no tax. At one point the SO would not allow you to have the Tax Group Empty, that went away at some point.

Over/under estimated:
Not sure what you mean by "estimated", but you cannot trust the summary on the SO screen if you change the quantity or price.

Taxes calculated but not shown:
This doesn't happen to be on the Acknowledgment, does it? Tax is not being charged on "Freight" on Acks, but is on invoices. If you had an invoice for just freight the Ack would show no tax,

HTH,

Title: Re: Invoices Taxes
Post by fdiala on 04/05/13 at 11:00:21

thanks for the reply.
Your assumption is correct, the item has been flaged to tax, there is tax group on SO and client.

1- We do convert quotes to SO but we always make sure the correct tax grp is in the quote. I'll keep a closer eye for the future

2- Thats what I thought, cuz when I am releasing and I need to change quantity, I make sure I manually validate the taxable amount.

3- Its in my invoice not ack. Sub total is correct. then the 2 taxes are listed correct as well, but when the total at the end shows, its only the subtotal, did not add the taxes to it