Update sales tax amount in a vendor invoice

This article describes how to update the sales tax amount in a vendor invoice in Dynamics AX 2012.

1/ Vendor invoice from a purchase order

Access: Accounts payable > Common > Purchases orders > All purchase orders

  • Tab “invoice”, click on “Invoice”

UpdateSalesTaxAP001

  • To display details about the sales tax amounts: Tab Financials > Button Sales tax

UpdateSalesTaxAP002

  • Enter the amount of the vendor invoice in the field “Total actual sales tax amount”
  • Click on Apply
  • You can see the calculated amount and the updated amount
  • Click on “Reset actuals to calculated” if you want to cancel your update.

UpdateSalesTaxAP003

  • Enter invoice number, invoice date, …
  • And post your invoice.

UpdateSalesTaxAP004

2/ Invoice journal

Access: Accounts payable > Journals > Invoices > Invoice journals > Lines

  • Check that Item sales tax group and sales tax group are filled

UpdateSalesTaxAP005

  • Click on “Sales tax” button

UpdateSalesTaxAP006

  • Enter the amount of the vendor invoice in the field “Total actual sales tax amount”
  • Click on Apply
  • You can see the calculated amount and the updated amount
  • Click on “Reset actuals to calculated” if you want to cancel your update.

UpdateSalesTaxAP007

  • Actual sales tax amount is updated

UpdateSalesTaxAP008

Advertisements

One thought on “Update sales tax amount in a vendor invoice

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s