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The Sales Tax Calculation on open Sales Orders/Invoices and Purchase Orders/Invoices may have rounding differences of pennies that generate unexpected issues for companies using Business Central and Dynamics NAV North America Version. The particular issues have been reported related to Canada Sales Tax, although it may occur in other tax scenarios, too.

The challenge with Canada Sales Tax is that the rounding of Sales Tax is at a Jurisdiction Level. If the Federal Goods & Services Tax (GST) is calculated at $X.XX5 and the Provincial Sales Tax is $X.XX5, each Jurisdiction is rounded independently. The result is that the sum of the amount may be a penny or small decimal amount off after completing the final tax rounding during posting because the sum of individual lines may be adjusted for this final by-Jurisdiction rounding.

In order to manage the issue, the North America Version was designed to have the "Release" Action be a step to recalculate the tax and total order/invoice value after all lines are added. The Release completes the final calculation to match the posting calculation. The added challenge is that the Order and Invoice Document Sub Pages are calculating totals on the fly as lines are added. The open document calculation can generate confusion when the subtotals on the Page do not match the Statistics, even if it is only by a small decimal value.

Two specific issues exist and have been identified:

1) This extra step leads to confusion because it is not obvious that the Release Action, which is typically for establishing an Order for Warehouse processing, is reuqired to do a final tax calculation. A user comparing the Order Subtotal to the Statistics sees a decimal rounding differences and questions the correct total and value.

2) When using Approvals, the Release Action cannot be completed until the Order is approved. The result is that the user is in a catch-22 position. The final, rounded and calculated tax and invoice total cannot be identified until Release, but the approval process must occur before Release. The challenge leads to small decimal amount change after the Approval is done and results in possible confusion for the Vendors or Customers, who possibly received a proforma document or order confirmation that now has a slight rounding difference.

Request: The specific request is to have a specific Action button to complete a final Order calculation and update of the Order Page subtotal to match the Statistics total that doesn't involve the Release Function, which may not be available to complete the final calculation due to Approval processing or other limitations.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team