(IND) About correcting a sales order packing slip before posting an invoice

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

When excise tax is calculated for the original packing slip for a sales order, the excise registers are updated for the packing slip based on the invoice date, delivery date, or document date. If the excise registers are updated for the packing slip based on the delivery date, you can correct or cancel a packing slip without creating a new packing slip ID.

Note

To view or change how excise registers are updated for packing slips, do the following:

  • Click General ledger > Setup > General ledger parameters. In the left pane, click Sales tax, and then, on the General FastTab, see the values in the Vendor calculation date type and Customer calculation date type fields.

When you correct a packing slip for a sales order, two lines are added to the corresponding excise registers. One line includes the quantity that was reversed and the excise tax for the original packing slip. The other line includes the updated quantity and recalculated excise tax. The original, reversed, and corrected values must each have a unique ID in the excise registers.

The following examples illustrate changes that are made in the excise registers depending on the settings that are selected for an item line on the packing slip.

Example 1

If the Excise record type field for the item line is set to RG23A or RG23C, the following changes are made to the excise register:

  • A new line is created in Part-I and Part-II of the corresponding excise register, either RG23A or RG23C. This line includes the reversed quantity for the original packing slip.

  • Another line is created in Part-I and Part II of the corresponding excise register, either RG23A or RG23C. This line includes the recalculated excise tax for the quantity on the corrected packing slip.

Example 2

If the Excise record type field for the item line is set to RG23D, the following changes are made to the excise register:

  • The excise tax is recalculated for the quantity on the corrected packing slip.

  • A new line is created in the RG23D excise register to reverse the quantity and excise tax for the original packing slip quantity.

  • Another line is created in the RG23D excise register to reflect the corrected quantity on the packing slip and the recalculated excise tax.

Example 3

If the DSA check box is selected for the item line, the following changes are made to the excise register. For this example, the Excise record type field is set to None.

  • The excise tax is recalculated for the quantity on the corrected packing slip.

  • A new line is created in the DSA register to reverse the quantity and excise tax for the original packing slip.

  • Another line is created in the DSA register to reflect the corrected quantity on the packing slip and the recalculated excise tax.