Feature changes regarding multiple ship-to addresses and sales tax roll-down in Sales Order Processing in Microsoft Dynamics GP

TechKnowledge Content

SUMMARY

This document describes the feature changes about multiple ship-to addresses and sales tax roll-down in Sales Order Processing in Microsoft Dynamics GP.

INFORMATION

Changes have been made between version 6.0 and versions 7.5, 8.0, and 9.0 about multiple ship-to addresses and sales tax roll-down. Below are descriptions on how each version handles multiple ship-to addresses and sales tax roll-down.


Version GP 6.0


In version 6.0, only one ship-to address with associated tax schedule and shipping method information can be specified for an whole sales document. A change made to any one of the three fields in the Sales Customer Detail Entry window can be rolled down to all the line items on the document, resulting in recalculated taxes.


Version GP 7.0


In version 7.0, added functionality of multiple ship-to addresses per line item of a sales document caused a change in the roll-down feature. With this change, one ship-to address with associated tax schedule and shipping method information can be specified not only in the header, but also on each line of the sales document.


When entering new lines on a sales document the Ship to Address ID, Tax Schedule ID, and Shipping Method default from the Ship to Address ID specified in the Sales Customer Detail Entry window.


After line items have been entered, the change ofthe Address ID in the Sales Customer Detail Entry will prompt aroll-down to each line item that has the same Ship to Address ID assigned, resulting in aroll-down of the tax schedule ID and shipping method also. Change of only the Tax Schedule ID in the Sales Customer Detail Entry windowdoes not prompt to roll down to lines.


For example,assumea sales order is entered for a customer requesting that all items be shipped tothe CHICAGO Address ID. After the order has been saved, the customer calls back and requests a change of ship-to address to their NEW YORK address. Because the NEW YORK address ID is defined in the system, changing the Address ID in the header, prompts for a roll-down to all lines entered on the sales order.


On a newsales order for the same Chicago customer, the customer has requested a change of shipping address to oneof their salesrepresentatives, who is staying at a hotel in Dallas. Because this address is notdefined in the system,a different Address ID is not selectedin the header. The tax scheduleIDis changed to theDALLAS TaxSchedule. This change will not prompt a roll-down. To change the tax calculation, the Dallas Tax Schedule must be selected for each line item.


Versions GP 7.5, 8.0, 9.0, 10.0, GP2010, GP2013, GP2015, and GP2016

Due to customer feedback on the 7.0 functionality, a change was made in how the system defaultsthe tax schedule on line items.

When entering the first line on a sales document the Ship to Address ID, Tax Schedule ID, and Shipping Method default from the Sales Customer Detail Entry window. Each additional line defaults with the information from the previous line.


For example, on a new sales order for the same Chicago customer who is mentioned earlier in this article, the customer has requested a change of shipping address to one of their sales representatives, who is staying at a hotel in Dallas. Because this address is not defined in the system, a different Address ID is not selected in the header. The tax schedule ID is changed to the DALLAS Tax Schedule. This change will not prompt a roll-down, but it will default to the first line item entered, as long as there are no existing line items on the sales document.


Note A customization has been created for versions 7.0, and higher versions to mimic the tax roll-down functionality of version 6.0. The customization assumes a single ship-to address for the whole document and a shipping method of delivery for all line items. For more information, contact Microsoft Business Solutions support.

NOTE:  You may need to contact your Partner to log into PartnerSource and download it from the PSTL page, or contact Microsoft Support via a support case.  

Keywords: ship-to, sop, tax roll down, roll-down

This article was TechKnowledge Document ID:34567

MORE INFORMATION

Instructions for installing the customization:

1. Copy the TxRolDN.CNK file to your current Dynamics directory of each of your client machines.

2. Launch Dynamics GP You will receive a question about the following:

   
   Do you want to include new code....

3. Choose Yes to this question, and it will install the new code for this product.

Instructions for Using the Customization: With this customization installed, it changes the behavior of the Tax Schedule ID in SOP Entry.

1. If the Tax Schedule ID is changed in the Sales Customer Detail Entry, when pressing OK to return back to SOP Entry, the newly selected Tax Schedule ID is rolled down to the individual line items and taxes recalculated for the document. If the user exits the window by using Cancel, no changes will occur.

2. When adding new line items to a SOP Document in which the default tax schedule has been changed, normally the Tax Schedule will be pulled from the Customer ShipTo Address. With this customization, the Tax Schedule ID will always be forced to use the Tax Schedule ID that the main SOP Document is using.