When invoicing agreements currently the tax group is being pulled from either one of two locations on the Product from agreement type setup or from SM Settings, Taxes. Can you change this feature so it honors the same Tax group hierarchy as everything else in the software or allow the tax group to be changed on the fly when you are invoicing an agreement.
by: Clifton K. | over a year ago | 3 Service Management
Comments
The SM tax hierarchy should first reference the tax group assigned to the customer in the given location. Logically this makes sense since a tax exempt customer should not pay tax even if the item sold is taxable. Instead, the SM tax hierarchy starts with the tax status of the product, and then looks at the customer tax status. We can eliminate all taxes for a customer by assigning a not-taxable status to the customer. However, where the customer is subject to one of two taxes, the customer tax exempt status does not apply. So for that customer, the product tax status overrides the customer tax status, and both taxes are applied. Please fix!
The SM tax hierarchy should first reference the tax group assigned to the customer in the given location. Logically this makes sense since a tax exempt customer should not pay tax even if the item sold is taxable. Instead, the SM tax hierarchy starts with the tax status of the product, and then looks at the customer tax status. We can eliminate all taxes for a customer by assigning a not-taxable status to the customer. However, where the customer is subject to one of two taxes, the customer tax exempt status does not apply. So for that customer, the product tax status overrides the customer tax status, and both taxes are applied. Please fix!