Tax Schedule

[cparralesl]

Hi guys, I really need your help.

I'm trying to use Tax Schedule instead of Tax Code. It is becuse the government has changed the policies so it becomes more complex.

According to MACOLA, Tax Schedules ignore Tax Codes, however, it is no happening when an invoice is being booked.

Some products are been affected but not all, however, al customers has to pay an specific percent amount of tax, which is 15% but it change when the products ordered are those affected with the new policies.

I tried as follow:

I Left in customer master the usual Tax Code, I created an Tax Schedule for the new Tax Policies, I check the taxable check box in Custoemr master and Item Master, I added the new Tax Schedule in item/Location option, Select optional in AR Setting Use of Tax Schedule option. The tax selected for that transaction is customer's tax code but no the new Tax Schedule of the product already set when the invoces are begin registred.

I Create a new Tax Schedule for the common tax and live the rest as I said up, but the problem is still there.

I do not understand what is going on if MACOLA said Tax Schedule ingnore the Tax Code.

Help will be appreciated.
Thanks in advance.

:-(
Cesar Humberto Parrales
Application Support
Home : 00505-289-2484
Mobil: 00505-8856-016

 

[dgillz]

A customer can have up to 3 tax codes, or one tax schedule, but it cannot have both. This is most likely what Macola means. The item location can also have a tax schedule.

What it appears is that the tax codes from the customer, and the tax schedule from the item location are both takenb into consideration when calculating the tax.

I am unsure how your local taxes work, but in the USA it is the customer, not the item, that determines the tax schedule to be used. The item is just flagged as taxable or not taxable. I would take the tax schedule off of the item location and add it to the customer record, and you should be fine. Software Sales, Training and Support for Macola, Crystal Reports and Goldmine
dgilsdorf@mchsi.com

 

[cparralesl]

Hello Don,

The problem is that for certains products we shlould apply a Tax Schedule, eventhough the customers have a Tax Code.

What I need to do is, if the custumer have an tax code or Tax Schedule to apply, it has to be ignored whether an item has a Tax Schedule.

It is strange because it was working just fine when I just built it, all what I needed to do was fix the invoices format and some others; But, two hours later it collapse!

I do not know what happened.



Cesar Humberto Parrales
Application Support
Home : 00505-289-2484
Mobil: 00505-8856-016

 

[dgillz]

Humberto,

Call Macola Tech Support again and ask for Enrique. Enrique speaks fluent Spanish and may be able to help you more than me or than the English speaking crowd at Macola. Having said that, your English is perfect.

Also, Flexiblity may be your solution here.

Also, there is a localization option which is used in non USD environments, which may come into play here. To be honest I do not know much about it.

The bottom line is do not give up on working with Macola Tech support, hold their feet to the fire and make them perform.

Please keep me posted on this, and let me knoe if I can help.

Don


Software Sales, Training and Support for Macola, Crystal Reports and Goldmine
dgilsdorf@mchsi.com