In Sales Quotation form, currently system does not calculate GST, if there is From and to date is specified in GST rate tax setup.
As per my discussion, Microsoft agent is suggesting that quotation does not have any date and hence this happens. I believe there shall at least be Quotation date (i.e., date on which quotation has been sent to a customer), so that the GST rates can be fetched fora particular date range from tax setup.
In GST, government can change the rates any time and to manage the GST rates for those all date ranges, it is essential that Microsoft considers this requirement and incorporate date in sales quotation, as well as considers the same in Tax configuration files update.
Comments
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly,Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Category: Tax
This consideration of From date and To date is already available on other forms such as Purchase order, sales order, Purchase invoice, sales invoice, etc.
Category: Tax