How to prevent Acumatica ERP Sales Orders and Invoices from recalculating the taxes imported from external systems such as BigCommerce, Shopify, Amazon etc.,

  • 2 December 2022
  • 4 replies
  • 131 views

Userlevel 6
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In 2023R1, a new checkbox called “Disable Automatic Tax Calculation” is introduced in the Order Types(SO201000) form. When this checkbox is selected, the system will refrain from recalculating the taxes for the Sales Orders and Invoices. 

 

 

The Commerce connector will import the Taxes from external systems such as BigCommerce, Shopify, Amazon etc., if the “Tax Synchronization” checkbox is selected in the Stores form. 

 

If the “Tax Synchronization” checkbox is selected in the Stores form and if the selected Order Type in Order Type for Import selector has “Disable Automatic Tax Calculation” unchecked then a warning is shown to the user as “ The Disable Automatic Tax Calculation check box is cleared for the EO order type on the Order Types (SO201000) form. Taxes in sales orders imported from the BigCommerce store will be recalculated on invoice creation.”

 

Once these taxes are imported, then it stays as the same even if the Sales Order or Invoice is modified.  

This “Disable Automatic Tax Calculation” is also found in the Financial tab of the Sales Order(SO301000) form. This inherits the value from the Order Types form. If for some reason, the user would like to recalculate the taxes in Sales Order or Invoice, then the user could simply uncheck the “Disable Automatic Tax Calculation” checkbox. 

 

 

Limitations:

  1. Currently, the Disable Automatic Tax Calculation check box will not work with
    • Inclusive taxes.  
    • If the Net/Gross Entry Mode feature is enabled, with the Gross mode.
  2. Currently, for the partial invoices, the taxes are posted to the first invoice. But this will be enhanced in the upcoming releases. 

4 replies

Userlevel 2
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Hi @KarthikGajendran   

We have customers who are using Tax Tables or Integrations in Shopify but in Acumatica there are no Tax definitions available.  But they want to have the Taxes being brought into Acumatica and reflected right on to the Invoice.  

Could you please advise on what is the workaround or Solution achieve this?  

We have multiple Commerce clients impacted around this .  

Regards

Sai 

Userlevel 6
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@Sai Chettiar  Thanks for the question. Could you please provide me a example or a scenario? I would like to clearly understand what you mean by Tax Tables, Tax Definitions. Thank you. 

Userlevel 2
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Hi @KarthikGajendran 

Sure,  sharing the details below. Let me know please if you need any further information.  

On the Substitution lists, we have the following mapping in place for the different tax breakdowns coming in from Shopify.  

 

 

The Tx definition for Manual ID is as follows: 

 

 

With this definition, the Tax information comes in fine from Shopify to Acumatica.   

 

But when the Sales Order moves to the Invoice Stage, the Tx becomes Zero since there is no Tax Rate or definition available inside of Acumatica.  

Since the client is not using an integration with Avalara, Vertex or even Tax rate definitions inside of Acumatica, what is the best way that the Taxes can be setup inside of Acumatica for taxes to come in fine from Shopify and be available right through until the Invoice stage.   

We have attempted through some customizations but for some reason we are always seeing differences in tax values from Order to Invoice and leading to accounting issues.   

Let me know if any further information is required. 

 

Regards

Sai 

 

 

Userlevel 6
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@Sai Chettiar You are trying to manipulate the system. This approach will not work for you. 

If user do not want to pay for Automatic Tax Engines, then they must setup the taxes with the correct tax IDs, tax rates in Acumatica. MANUALID will not work because Acumatica will always recalculate the taxes at the Invoice level. 

The only way for you is to wait until 23R1 is released and use the option as mentioned in this article. Because this will prevent from recalculation at the Invoice level. So the taxes from Sales Order will pass to Sales Invoice without recalculation.

If not, create all the tax IDs, tax rates in Acumatica as you see in external system.

 

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