D365 Finance & Operations and Dynamics AX Forum

We have version 2012 DAX.  We do not have the Sales tax item or groups set up.  We currently upload all vendor invoices into DAX.  We have a written program that identifies "Use Tax" that we report from.  The Workflow On-Base program we have now is being discontinued, and we are getting a new Process Maker that we will enter invoices into.  Is there a way that we can upload the vendor invoices, and the sales tax items will be activated and calculate use tax?

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

It is fairly simple to setup Use Tax for purchases:

1. You setup sales tax codes and sales tax groups as usual
2. When assigning a sales tax code to a sales tax group, there is a checkbox titled "Use Tax" you need to select
3. Make sure that the Ledger Posting Setup includes accounts setup for Use Tax payable posting.

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Jul 15, 2019 09:45 PM
From: Jennifer Reynolds
Subject: Sales and Use Tax

We have version 2012 DAX.  We do not have the Sales tax item or groups set up.  We currently upload all vendor invoices into DAX.  We have a written program that identifies "Use Tax" that we report from.  The Workflow On-Base program we have now is being discontinued, and we are getting a new Process Maker that we will enter invoices into.  Is there a way that we can upload the vendor invoices, and the sales tax items will be activated and calculate use tax?

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

I understand I have to set up tax codes in DAX.  We upload all the invoices from workflow into DAX.  In our workflow for invoices, we pick USE TAX if we need to report the tax.  We run a report, not from DAX, but from workflow to get the Use tax information for reporting purposes.  Can we upload these invoices, marked for Use tax, into DAX and the Sales tax codes and sales tax items we set up will recognize the marked Use tax box?  Or do invoices that need to be marked Use tax have to be directly entered into DAX and not uploaded?  That's my dilemma.

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

Original Message:
Sent: Jul 16, 2019 02:01 AM
From: Zvika Rimalt
Subject: Sales and Use Tax

It is fairly simple to setup Use Tax for purchases:

1. You setup sales tax codes and sales tax groups as usual
2. When assigning a sales tax code to a sales tax group, there is a checkbox titled "Use Tax" you need to select
3. Make sure that the Ledger Posting Setup includes accounts setup for Use Tax payable posting.

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 15, 2019 09:45 PM
From: Jennifer Reynolds
Subject: Sales and Use Tax

We have version 2012 DAX.  We do not have the Sales tax item or groups set up.  We currently upload all vendor invoices into DAX.  We have a written program that identifies "Use Tax" that we report from.  The Workflow On-Base program we have now is being discontinued, and we are getting a new Process Maker that we will enter invoices into.  Is there a way that we can upload the vendor invoices, and the sales tax items will be activated and calculate use tax?

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

I am not familiar with your "workflow" product you are referring to.
I am assuming this is some kind of a 3rd party product integrating with Dynamics? and I assuming that you can modify the business rules in that integration?

If that's the case, you will need to slightly modify the business logic in that integration, so when a user in "workflow" click the "Use Case" check box, the interface , when creating the invoice in dynamics will select the appropriate Sales Tax Group/Item Sales Tax Group combination that triggers the calculation and recording of Use Case

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC
------------------------------

Original Message:
Sent: Jul 16, 2019 10:08 AM
From: Jennifer Reynolds
Subject: Sales and Use Tax

I understand I have to set up tax codes in DAX.  We upload all the invoices from workflow into DAX.  In our workflow for invoices, we pick USE TAX if we need to report the tax.  We run a report, not from DAX, but from workflow to get the Use tax information for reporting purposes.  Can we upload these invoices, marked for Use tax, into DAX and the Sales tax codes and sales tax items we set up will recognize the marked Use tax box?  Or do invoices that need to be marked Use tax have to be directly entered into DAX and not uploaded?  That's my dilemma.

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH

Original Message:
Sent: Jul 16, 2019 02:01 AM
From: Zvika Rimalt
Subject: Sales and Use Tax

It is fairly simple to setup Use Tax for purchases:

1. You setup sales tax codes and sales tax groups as usual
2. When assigning a sales tax code to a sales tax group, there is a checkbox titled "Use Tax" you need to select
3. Make sure that the Ledger Posting Setup includes accounts setup for Use Tax payable posting.

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 15, 2019 09:45 PM
From: Jennifer Reynolds
Subject: Sales and Use Tax

We have version 2012 DAX.  We do not have the Sales tax item or groups set up.  We currently upload all vendor invoices into DAX.  We have a written program that identifies "Use Tax" that we report from.  The Workflow On-Base program we have now is being discontinued, and we are getting a new Process Maker that we will enter invoices into.  Is there a way that we can upload the vendor invoices, and the sales tax items will be activated and calculate use tax?

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

Yes it is a 3rd party product designed to integrate with Dynamics.  If what you're saying is that we can modify the business logic, we'll have the programmer work with it, so it will be compatible with Dynamics.  I'll set up a test environment and see if it works.  Thank you

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------

Original Message:
Sent: Jul 16, 2019 10:44 AM
From: Zvika Rimalt
Subject: Sales and Use Tax

I am not familiar with your "workflow" product you are referring to.
I am assuming this is some kind of a 3rd party product integrating with Dynamics? and I assuming that you can modify the business rules in that integration?

If that's the case, you will need to slightly modify the business logic in that integration, so when a user in "workflow" click the "Use Case" check box, the interface , when creating the invoice in dynamics will select the appropriate Sales Tax Group/Item Sales Tax Group combination that triggers the calculation and recording of Use Case

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 16, 2019 10:08 AM
From: Jennifer Reynolds
Subject: Sales and Use Tax

I understand I have to set up tax codes in DAX.  We upload all the invoices from workflow into DAX.  In our workflow for invoices, we pick USE TAX if we need to report the tax.  We run a report, not from DAX, but from workflow to get the Use tax information for reporting purposes.  Can we upload these invoices, marked for Use tax, into DAX and the Sales tax codes and sales tax items we set up will recognize the marked Use tax box?  Or do invoices that need to be marked Use tax have to be directly entered into DAX and not uploaded?  That's my dilemma.

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH

Original Message:
Sent: Jul 16, 2019 02:01 AM
From: Zvika Rimalt
Subject: Sales and Use Tax

It is fairly simple to setup Use Tax for purchases:

1. You setup sales tax codes and sales tax groups as usual
2. When assigning a sales tax code to a sales tax group, there is a checkbox titled "Use Tax" you need to select
3. Make sure that the Ledger Posting Setup includes accounts setup for Use Tax payable posting.

------------------------------
Zvika Rimalt
Functional Consultant
Vancouver BC

Original Message:
Sent: Jul 15, 2019 09:45 PM
From: Jennifer Reynolds
Subject: Sales and Use Tax

We have version 2012 DAX.  We do not have the Sales tax item or groups set up.  We currently upload all vendor invoices into DAX.  We have a written program that identifies "Use Tax" that we report from.  The Workflow On-Base program we have now is being discontinued, and we are getting a new Process Maker that we will enter invoices into.  Is there a way that we can upload the vendor invoices, and the sales tax items will be activated and calculate use tax?

------------------------------
Jennifer Reynolds
SmithFoods, Inc
Orrville OH
------------------------------