Post Order with Sales Tax

couberpu

Hi,

I need help on finding what I did wrong on setting up sales tax.

I setup tax posting group, sales tax in G/L, add group code to items and add area code, tax liable in customers.
I did not have problem enter sales header and sales line, the tax amount was calculated.
But when I try to post this sales oder, it show "You must reopen the document since this will affect Sales Tax." error message.
Can anyone tell me where I missed?

Thanks,
CouberPu

couberpu

Well, I did a search on "sales tax" of mibuso.com and it returned with a lot of un-answered entries. Is it not a hot topic or just not many company that need sales tax using Navision?
Should I looking for 3rd party product? :oops:

Please advise!

Thanks,
CouberPu

Alex_Chow

Don't use the Tax Posting Group for sales tax.

For sales tax, you should look at Sales Tax under the Financial Management --> Setup.

couberpu

Alex Chow wrote:

Don't use the Tax Posting Group for sales tax.

For sales tax, you should look at Sales Tax under the Financial Management --> Setup.

Thanks!

I have NAV 3.6X. But I will check.

Savatage

General Ledger->Setup->Sales Tax->Area
Example/
Code: NYS
Description: New York State
Country: US

:In Tax Juristictions - You can Create (Suffolk/Nassau/Etc)
There you can set up the G/L Tax Account #'s
Tax Juristiction Code: Suffolk
Juristiction Description: Suffolk County (Example)

:In Tax Details - You can enter your tax rate (%8.625 or whatever it is) in
tax above & below maximum.

:In the customer card you can check off:
Tax Liable
Tax Area Code: NYS

see if that helps...

couberpu

Savatage wrote:

General Ledger->Setup->Sales Tax->Area
Example/
Code: NYS
Description: New York State
Country: US

:In Tax Juristictions - You can Create (Suffolk/Nassau/Etc)
There you can set up the G/L Tax Account #'s
Tax Juristiction Code: Suffolk
Juristiction Description: Suffolk County (Example)

:In Tax Details - You can enter your tax rate (%8.625 or whatever it is) in
tax above & below maximum.

:In the customer card you can check off:
Tax Liable
Tax Area Code: NYS

see if that helps...

Harry,

My problem is in table 37, sales line, function updateamounts():

IF SalesHeader.Status = SalesHeader.Status::Released THEN
IF SalesHeader."Tax Area Code" = '' THEN
UpdateVATAmounts
ELSE
ERROR(Text1020000);

During Posting it return text1020000 message :You must reopen the document since this will affect Sales Tax.

Do you know why?

CouberPu

Savatage

as per the code you posted - it appears the sales tax code <> blank in the sales line therefore it's giving you the error message. How about open the order - run the function & then release it.

couberpu

It says that I should not have Tax Area Code in sales line. I think that it was copy from sales header and sales heaer got it from customer. Is there a function, which I do not know, I have to run before release the order?

couberpu

OK! Maybe I was doing this the wrong way!

I setup Customer Card with Tax Liable and Tax Area Code, Item Card with Tax Group Code.
When I entered a Sales Order, the information was copied from Customer Card and Item Card, I need to find out "Why the posting gave me an error message indicating that I had a Tax Area Code in the header"?
I checked the code and all the information from Customer Card and Item Card was copied into sales header but these information stop me from posting, why? I must missed a step, but which step? ](*,) ](*,) ](*,)

Please advise!

Thanks,
CouberPu

couberpu

So I have to do something to force the posting :roll:

I commented out

UpdateAmounts()
IF CurrFieldNo <> FIELDNO("Allow Invoice Disc.") THEN
  TESTFIELD(Type);
GetSalesHeader;

"Line Amount" := ROUND(Quantity * "Unit Price",Currency."Amount Rounding Precision") - "Line Discount Amount";
"VAT Difference" := 0;
IF SalesHeader.Status = SalesHeader.Status::Released THEN
  IF SalesHeader."Tax Area Code" = '' THEN
    UpdateVATAmounts;
  //ELSE
  //  ERROR(Text1020000);

and post went through.
I checked the G/L entry, cust. ledger entry, Value entry, sales invoice they all looking good!
So what am I missing here? Why ERROR(Text1020000)?
Please help!

CouberPu

Deep

Seems to be a mod. I could not find any function in W1 version.
Please Correct me if I am wrong.

couberpu

Well! It was in US NAV 3.6X demo and I do not see if this is going to go anywhere.
Case closed.