Correcting the order date for tax calculation

If you are using the Tax Interface, tax amounts are calculated on sales orders based on the tax rates in effect at the time of entry. In the case of a tax rate change, a Correction (CR) order can be entered and linked to the effected invoice.

The invoice date from the previously invoiced order is sent to the Tax Interface so that the tax rates in effect on that date are applied to the CR line. If you do not specify an invoice number at the order or line level, the current date is passed to the Tax Interface, and the current tax rate is used. Use these instructions to correct the date used for a calculating the tax on an invoice.

  1. Select Sales > Entry > Order.
  2. On the Initiate page, select Correction in the Order Type field.
  3. Specify the warehouse for the original order.
  4. Specify the customer or ship to number.
  5. Click Next.
  6. Specify a return adjust reason, and then click Submit.
  7. In Advanced Line Entry mode, specify the product to correct.
  8. Click Correction, and then specify the invoice number in the Correction Invoice field.

    The date displayed is the same as the invoice date. This date is passed to the Tax Interface for use in the tax calculation.

  9. Click Submit.
  10. Click Add to add the line to the order.
  11. Click Finish to complete the correction.
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