When we build Sales Quote our Freight has to be included on a line item and the taxes are one amount. Then when we convert it to a sales order the tax amount changes. Same address and same tax area for sales quote and sales order. Can you elaborate on why the taxes change? Is there a solution to fix this?
Best answer by Mary06
Hi Laura,
It could be due to how Acumatica recalculates taxes based on the latest data at the time of conversion. This might involve updated tax rates, different rules applied to the document type, or discrepancies inline-level details (e.g., freight handling or item-specific taxes).
To solve this, verify if there are any differences between the Sales Quote and Sales Order in terms of freight handling or item grouping. Next, confirm that the tax zone and rates in Taxes (TX205000) are consistent and correctly set up. If no discrepancies are found, consider reviewing any customizations or automation steps applied during the quote-to-order conversion process, as they may override standard behavior.
Hope it helps
+19Hello,
Is the tax behavior the same with all customizations temporarily unpublished? (Customizations need to be ruled out, as a cause.)
Laura
Hi Laura,
It could be due to how Acumatica recalculates taxes based on the latest data at the time of conversion. This might involve updated tax rates, different rules applied to the document type, or discrepancies inline-level details (e.g., freight handling or item-specific taxes).
To solve this, verify if there are any differences between the Sales Quote and Sales Order in terms of freight handling or item grouping. Next, confirm that the tax zone and rates in Taxes (TX205000) are consistent and correctly set up. If no discrepancies are found, consider reviewing any customizations or automation steps applied during the quote-to-order conversion process, as they may override standard behavior.
Hope it helps
You should be able to see the API request Acumatica sends to Avalara in the trace. This will show you what Acumatica is calculating and help find the differences
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