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Maximo 6.2.6, WebLogic, SQL Server 2005
Usually, things we purchase are tax-exempt. We purchased something and the vendor charged us tax on the invoice (incorrectly). The vendor is going to credit us back the money; that's not at issue. I'm trying to "deal with it" in Maximo but I'm having a problem.
I enter an invoice, and put on the Invoice tab amounts in the "Pretax Total" field (PRETAXTOTALFORUI) and the "Total Tax" field (TOTALTAX1FORUI). The "Invoice Total" field (TOTALCOSTFORUI) is calculated but it is exactly the same dollar amount as the "Pretax Total." If I change the value for either one, it changes the value of the other. The value in the total tax field is not included in the calculation.
Further, if we move to the Invoice Lines tab, if I enter a Line Item and put a value in for the tax, I can get it to show the correct Loaded Cost (found a setting in the Organizations app that allows you to add the tax to the cost of the item). Still there's nowhere that ends up showing the correct invoice total. The only way I can get it to show the correct invoice total is to enter tax as its own line item.
If I work backwards -- leave the Totals fields at $0.00 on the Invoice tabs and go straight to adding Invoice Lines, once I add that Invoice Line it calculates the Totals. It showed the proper Pretax amount, showed the proper Total Tax amount, but the Invoice Total was the same as the Pretax Total.
Is this how it is supposed to work? Am I missing a setting somewhere?
All advice will help,
Travis Herron
If I remember correctly (we always have tax), you need to make sure the "Pay
Tax to Vendor" field (INVOICE.INCLUSIVE1) is checked in order for the total
amount of the invoice to include tax.
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: April-30-12 7:36 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Maximo Invoices tax problem
Maximo 6.2.6, WebLogic, SQL Server 2005
Usually, things we purchase are tax-exempt. We purchased something and the
vendor charged us tax on the invoice (incorrectly). The vendor is going to
credit us back the money; that's not at issue. I'm trying to "deal with it"
in Maximo but I'm having a problem.
I enter an invoice, and put on the Invoice tab amounts in the "Pretax Total"
field (PRETAXTOTALFORUI) and the "Total Tax" field (TOTALTAX1FORUI). The
"Invoice Total" field (TOTALCOSTFORUI) is calculated but it is exactly the
same dollar amount as the "Pretax Total." If I change the value for either
one, it changes the value of the other. The value in the total tax field is
not included in the calculation.
Further, if we move to the Invoice Lines tab, if I enter a Line Item and put
a value in for the tax, I can get it to show the correct Loaded Cost (found
a setting in the Organizations app that allows you to add the tax to the
cost of the item). Still there's nowhere that ends up showing the correct
invoice total. The only way I can get it to show the correct invoice total
is to enter tax as its own line item.
If I work backwards -- leave the Totals fields at $0.00 on the Invoice tabs
and go straight to adding Invoice Lines, once I add that Invoice Line it
calculates the Totals. It showed the proper Pretax amount, showed the proper
Total Tax amount, but the Invoice Total was the same as the Pretax Total.
Is this how it is supposed to work? Am I missing a setting somewhere?
All advice will help,
Travis Herron
As usual, Shannon to the rescue! You nailed it.
(I think that's kind of odd how that checkbox functions. . .)
Travis Herron
--- In MAXIMO@yahoogroups.com, "Shannon Rotz" <shannonrotz@...> wrote:
>
> If I remember correctly (we always have tax), you need to make sure the "Pay
> Tax to Vendor" field (INVOICE.INCLUSIVE1) is checked in order for the total
> amount of the invoice to include tax.
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Travis Herron
> Sent: April-30-12 7:36 AM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Maximo Invoices tax problem
>
>
>
>
>
> Maximo 6.2.6, WebLogic, SQL Server 2005
>
> Usually, things we purchase are tax-exempt. We purchased something and the
> vendor charged us tax on the invoice (incorrectly). The vendor is going to
> credit us back the money; that's not at issue. I'm trying to "deal with it"
> in Maximo but I'm having a problem.
>
> I enter an invoice, and put on the Invoice tab amounts in the "Pretax Total"
> field (PRETAXTOTALFORUI) and the "Total Tax" field (TOTALTAX1FORUI). The
> "Invoice Total" field (TOTALCOSTFORUI) is calculated but it is exactly the
> same dollar amount as the "Pretax Total." If I change the value for either
> one, it changes the value of the other. The value in the total tax field is
> not included in the calculation.
>
> Further, if we move to the Invoice Lines tab, if I enter a Line Item and put
> a value in for the tax, I can get it to show the correct Loaded Cost (found
> a setting in the Organizations app that allows you to add the tax to the
> cost of the item). Still there's nowhere that ends up showing the correct
> invoice total. The only way I can get it to show the correct invoice total
> is to enter tax as its own line item.
>
> If I work backwards -- leave the Totals fields at $0.00 on the Invoice tabs
> and go straight to adding Invoice Lines, once I add that Invoice Line it
> calculates the Totals. It showed the proper Pretax amount, showed the proper
> Total Tax amount, but the Invoice Total was the same as the Pretax Total.
>
> Is this how it is supposed to work? Am I missing a setting somewhere?
>
> All advice will help,
>
> Travis Herron
>
>
>
>
>
>
>