(IND) Calculate and post taxes for a customer order [AX 2012]

Updated: May 24, 2013

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

Use the following procedure to calculate and post taxes for a retail customer order.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 1 for AX 2012 R2.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

  2. Select the sales order that you created in Retail POS. For more information, see View store transactions.

  3. On the Action Pane, on the Sell tab, click Charges to open the Charges transactions form.

  4. Create a charges transaction. For more information, see View store transactions.

  5. On the Tax information tab, in the Location field, select the location of the legal entity. The Address field is updated with the address information in the Legal entities form. The STC number field is updated with information from the Manage tax information form. For more information, see Legal entities (form) and (IND) Manage tax information (form).

  6. In the Tax information field, select the tax information for the legal entity, and then close the form.

  7. In the Sales order form, on the Invoice tab, click Invoice.

  8. In the Posting invoice form, click OK to post the sales invoice.

Note Note

You can also set up the tax information for a sales quotation in the Charges transactions form. On the All quotations list page, on the Action Pane, on the Quote tab, click Maintain charges.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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