D365 Finance & Operations and Dynamics AX Forum

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  • 1.  Handling Sales Tax Amount Updates for Prepaid Orders

    SILVER CONTRIBUTOR
    Posted 7 days ago

    Hi all,

    I am looking into a scenario where suppose an ecom sales order came with a sales tax $3 however at the time of fulfilment, due to origin change for the shipment the new tax calculated is different then amount paid by the customer towards tax. For this example the updated calculated tax now is $2. In this case I would like to be able to get a report of orders with all those differences and be able to refund back customer if there was an over-payment of tax. If it was just a matter of tax over ride where actual tax would different the calculated tax, I could have easily used the Posted Sales Tax report. 

    Also, this would not be an issue if I was just authorizing the payment on a credit card and capturing the updated amount. In this scenario, the payments are already captured or pre-paid.

    Anyone else in direct to consumer space with D365 ran into this scenario? If yes, how did you handle it especially from reporting point of view?

    Let me know please. 

    Thanks,

    Raheel



  • 2.  RE: Handling Sales Tax Amount Updates for Prepaid Orders

    Posted 6 days ago
    Edited by Johnny Ingram 6 days ago
    Hey Raheel - We had this same scenario. We elected to create a charge code that posts to the appropriate tax ledger and customer account. We would post this charge code when a EDI order with sales tax was processed. We set the order with a new sales tax code that would not calculate sales tax (again).

    This allowed us to match the prepaid order accordingly.

    ------------------------------
    Johnny Ingram
    Recreational Group
    Dalton GA
    ------------------------------



  • 3.  RE: Handling Sales Tax Amount Updates for Prepaid Orders

    SILVER CONTRIBUTOR
    Posted 2 days ago
    Thanks for your feedback, Johnny! I think i'm getting what you're saying. So in your case you technically always had a single calculation or say amount of tax on the sales order. Is that right?

    ------------------------------
    Raheel Rao
    ECCO
    IL
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  • 4.  RE: Handling Sales Tax Amount Updates for Prepaid Orders

    Posted 2 days ago
    Edited by Johnny Ingram 2 days ago
    Yes. We use Shopify and the order is passed to Dynamics via EDI. We do the following once the order is received in dynamics and ready to process:
    1. We create the order with a non-taxable sales tax group. We created one called EDI. 
    2. We take the sales tax from the EDI message and we create a charge on the sales order. We use a charge code that credits the correct sales tax ledger account and debits the customer account 
      Charge code vvvvv

    This maintains the sales tax that was calculated and paid for within Shopify.


    Thanks,

    ------------------------------
    Johnny Ingram
    Recreational Group
    Dalton GA
    ------------------------------



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