Tax Classification Code Is Not Re-Defaulted For Already Entered Lines

Symptoms:

Responsibility: Receivables Manager
Navigation: Transactions > Transactions

1. Create a New Invoice

Source = MANUAL-OTHER
Type = Manual Invoice (with default tax classification enabled)
Bill To = Customer with 2 accounts with different Tax Rates VAT1 and VAT2.

Initial selection - VAT1 customer account.

2. Create new invoice line
Description = "Line 1"
Quantity = 1
Unit Price = 100
Tax Classification is defaulted from Customer Account and is VAT1 (This is correct behavior of the application).

3. Update AR Invoice header level = Change Customer Account having TAX VAT1 to VAT2.

4. Open Lines form and add new invoice line.
Tax Classification is not re-defaulted for "Line 1."   Still shows VAT1.

5. Add new line:
Description = "Line 2"
Quantity = 1
Unit Price = 100
Tax Classification is defaulted from Customer Account and is VAT2.

Cause:

BUG 9525345 RTC:FOR AR INV, TAX CLASSIFICATION IS NOT RE-DEFAULTED FOR ALREADY ENTERED LINE

Solution:

 

This is standard functionality of the application.

The Tax Classification Code for the previous line has already been saved and shouldn't default a new value in place of the saved one.

The first line item received a Tax Classification defaulted for the current setting. This is changed to a new Tax code and saved.

If the customer details are changed at the header and the system defaults a new Tax Classification Code in place of the already saved one, there will be a problem.

Tax-Code should not be re-defaulted for the lines when the line is already saved. The line already has a valid Tax Code.  Entering a new line to the invoice will default the correct Tax Code.

This option can be changed it manually.