Credit Memos calculating tax incorrectly

dhamilton

Wondering if anyone has seen this and already and knows of an easy way to fix. I'm guessing this is occuring in codeunit 398 (sales tax calculate).

I've noticed where a credit memo will get posted, let's say a month after the original invoice, and instead of calculating sales tax off of the original posting date from the invoice, it recalculates it based on the posting date you're using on the credit memo.

The problem this presents is that tax rates change consistently, and they are almost always higher, so when this happens with the scenario above, most likely you're going to be crediting back to the customer more than what their original invoice was for because a new rate has been made effective.

ara3n

Change the document date on credit memo to the original invoice.

madm

ara3n wrote:

Change the document date on credit memo to the original invoice.

what about the posting date? will that have to put "today" or does that have to be the original invoice date? if the posting date is backdated, then would this affect monthly based reports and/or monthly based vat reporting etc?

ara3n

The posting date will be today's date. Just the order date will be based on original invoice.