Answer

How to Prevent Duplicate Line Items in Sales Order Report While Keeping Correct Tax Data?

Forum|Forum|5 months ago
July 2, 2025
7 replies
136 views

PanteaShahrian
Jr Varsity III

Hello everyone,

I’m facing an issue with the Sales Order (LA) report/form where some line items are unexpectedly shown twice, even though the underlying data looks correct. I suspect the problem is related to how the SOLine and SOTax tables are joined or how the data is grouped in the report.

I’ve tried adjusting the joins (like using a LEFT JOIN between SOLine and SOTax) and filtering tax records, but so far without success. Removing the SOTax join causes errors or missing data in the report.

My goal is to display each line item only once, while still showing the correct tax information, so that invoices and shipment documents don’t have duplicate lines.

If anyone has any ideas or could help me troubleshoot and resolve this, I would really appreciate it!

Thanks so much!
Pantea

Best answer by plambert

It’s suspicious that BAccount is joined with Location without any filtering or conditions to limit it to the location of the Sales Order. That could be the source of your duplication for particular Customers.

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+3

arthia
Varsity I
Forum|Forum|5 months ago
July 2, 2025

Hi @PanteaShahrian , Joins between SOLine and SOTax seems to be correct. Did you remove those joins and verified, to confirm the duplicate is getting because of this relation between SOLine and SOTax.

If possible, share the report in .rpx format to review groups and other relation of the tables

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PanteaShahrian
Author
Jr Varsity III
Forum|Forum|5 months ago
July 2, 2025

Sorry, I can only upload it as a ZIP file.

1 Attachments

so641010.zip

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A

+3

arthia
Varsity I
Forum|Forum|5 months ago
July 2, 2025

Yes, that is fine.

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+15

Manikanta Dhulipudi
Captain II
Forum|Forum|5 months ago
July 2, 2025

@PanteaShahrian

I believe if you have multiple TAX line in Taxes Tab the report shows duplicate lines.

Acumatica Functional Consultant & Customer Experience Supervisor

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PanteaShahrian
Author
Jr Varsity III
Forum|Forum|5 months ago
July 2, 2025

@arthia98 , @Manikanta Dhulipudi
Actually, there aren’t multiple tax lines on the Taxes tab. The duplicate line items only seem to happen when the customer is located outside the country.
I think this might be related to different tax types or rules that apply to international vs. domestic customers.

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+2

plambert
Semi-Pro I
Answer
Forum|Forum|4 months ago
July 14, 2025

It’s suspicious that BAccount is joined with Location without any filtering or conditions to limit it to the location of the Sales Order. That could be the source of your duplication for particular Customers.

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