Sage 100

Anyone created an AR Invoice Import job that overrides sales tax? My 4.3 import is not working on 4.5, even after editing providex.dde to remove the read only flag for invoice data entry. Seems that AR_InvoiceTaxSummary still has sales tax as read only.

Hi Mark Had the same issue in AP invoice entry, can't import to Sales tax in 4.50. Had perform logic written by our development group. Based on the circumstances of our situation, we had to use a UDF for original value and then write it back through the script. Don't know the details just the basics! Hope it helps though.

What are you trying to override? Can you change the sales tax schedule in your import as opposed to using the customer's, say to NONTAX or assigning an exemption number? Just a thought....

Had a client on 4.05 that upgraded to 4.4. The old AR invoice import allowed you to import whatever salestax amount desired. The 4.4 moves the sales tax calculation to the invoice entry logic. I never found a way around it, just had to make sure that the tax codes / schedules on both systems were synchronized.

@ThereseLogeais Am importing invoices from another system, and sales tax is being calc'd there... so need to import the tax regardless of what MAS 90 figures it to be. @NancyHanson I can try writing it back with a script, but if the field is read-only, not sure if it'll make any difference. When you say ""Can't import tax in 4.50"", is that a statement from Sage or has that been your experience?

@ClarkWalliser This is the way I did it in 4.3. Should work in 4.4 as well. https://partners.sagenorthamerica.com/irj/go/km/docs/sageKM/Sage%20MAS%2090%20and%20200/Gated%20Customers/Warr_Svc_Support%20Plan/496031.html

@MarkKotyla are they doing the sales tax reporting from the other system? If so then just import the sales tax as a misc code and you can create a report off that field if need be. Just a thought !

Thanks Diane. MAS 90 is used for financials, so all reporting/reconciliation needs to be correct. Of course, I convinced the users that this was the best method. Guess a call to Sage is in order.

Mark, I apologize, I don't have good notes from that issue. I believe Sage unhid the field for me, but not sure that did anything for the import. I think the perform logic did the trick.

Mark, seems like I ran into this with A/R imports as well. Ended up creating a secondary import. First import created the Invoice and just let Sage calc sales tax however they wished, and the second import went into the Sales Tax tables and entered the amount(s) I actually had to have...

@RandyMarion That's what I'm doing as well. Works fine with 4.3, but on 4.5, the second import is failing because sales tax amount in AR_InvoiceTaxSummary is read only. I also have a third import into Invoice Header to update the Sales Tax Amount imported into AR_InvoiceTaxSummary. Sent the jobs to Sage yesterday. Let's see what they say.

Resolution: Sage e-mailed me asking to remove the Sales Tax Override from my import into AR_InvoiceTaxSummary. This is a required field on 4.3, but apparently renders the job useless in 4.5. Additionally, a third import is no longer required to update Invoice Header with the correct Sales Tax amount. So, in 4.5, you only need 2 imports (if wishing to modify sales tax), one for Invoice Header and another for Invoice Tax Summary.

Part of their less is more strategy.

This sounds like a case of ""Yes, we have no bananas""... Thanks for ferreting this out Mark, (even though ferrets are still illegal in California) This might help my client also.