Question

Tax Zone Based on Order Type


Userlevel 1

Acumatica 2020 R1, Build 20.101.0032, Screen ID: SO301000

 

Is there any way to overwrite the customer tax zone field based on order type? We have an external selling channel that collects sales tax on our behalf. We create these orders in Acumatica for fulfillment and inventory allocation purposes, but we don’t need sales tax to be reflected since it’s collected by the third party. 

 

Open to any suggestions that could eliminate the need for manually overwriting and changing the tax zone - as that could be an easily missed step.


6 replies

Userlevel 5
Badge +1

We are in the same boat looking for a similar solution (currently on 21R1, in the process of upgrading to 22R2).

Our previous (very ancient) ERP system had this capability, I’m surprised Acumatica does not.

Userlevel 5
Badge +3

@sarmstrong51 If the function is not there, you may consider business event to override the tax zone in the background. This is not ideal as it may disrupt the entry process because the event is triggered the same time as user is in the process of entering items into the SO.

Userlevel 5
Badge +1

@kristianharianja - thanks for the suggestion, but yes, ideally this would take place at the beginning of the order creation process. So if we create a new sales order in Acumatica (using, for example, our “Amazon” order type) in order to fulfill an order from our Amazon store, the Tax Zone would immediately be set as “non-taxable”, but if we create a new sales order in Acumatica (using our “phone order” order type) then the Tax Zone would immediately be set as “taxable”.

Userlevel 5
Badge +3

Yes it would immediately be set as taxable but as soon as you save the order, system executes business event to override the zone. When that happens, the order taxable amounts etc will be recalculated.

Userlevel 5
Badge +1

@kristianharianja - as I think about the process further, I suppose that could work. How would you set up the Business Event to accomplish this?

Userlevel 6
Badge +4

Is that external selling partner creating new customers for every order, or it’s one customer in Acumatica?

If it’s one customer, why not remove the tax zone on the customer and then it will never calculate taxes?

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