You work as the Finance Manager for a company.The company uses Microsoft Dynamics 365 Finance for its accounting system.
You are configuring the system to ensure that when creating sales orders, the sales tax is automatically calculated when an item is added to a sales order line.
When testing the configuration, you discover that the sales tax is not calculated for the sales order line.
You need to verify the configuration.
Which of the following should you check?
Click on the arrows to vote for the correct answer
A. B. C. D.A.
In Microsoft Dynamics 365 Finance, the sales tax calculation is determined by the sales tax group and the item sales tax group. The sales tax group is a collection of sales tax codes that represent the tax authorities' requirements for a particular region or tax jurisdiction. The item sales tax group is used to group items that have the same taxability for a particular tax jurisdiction.
To ensure that the sales tax is automatically calculated when an item is added to a sales order line, the sales tax code must be associated with both the sales tax group and the item sales tax group.
Therefore, the correct answer is A. Ensure that the sales tax code is associated with both the sales tax group and the item sales tax group.
Option B is incorrect because if the sales tax code is associated only with the sales tax group and not the item sales tax group, the system will not be able to calculate the tax correctly for the item.
Option C is also incorrect because if the sales tax code is associated only with the item sales tax group and not the sales tax group, the system will not be able to calculate the tax correctly for the sales order line.
Option D is incorrect because if the sales tax code is not associated with either the sales tax group or the item sales tax group, the system will not be able to calculate the tax correctly for the sales order line.
In summary, to ensure that the sales tax is automatically calculated when an item is added to a sales order line, the sales tax code must be associated with both the sales tax group and the item sales tax group in Microsoft Dynamics 365 Finance.