Hi All - some observations and questions on sub contract certificate invoice matching.

1.VAT

When a sub contract valuation is created, the tax code information will be taken from the tax code on the revision item. When an invoice is received from the subbie and created in IFS, it is connected to the sub contract header but does not inherit the tax code from the contract, it comes from the invoice tab on the supplier.

When the invoice line is matched to the certificate line, the posting lines take the tax code from the invoice and not from the valuation line. 

Is there something we can do to prevent this happening? It seems counter intuitive to be able to enter tax information on lines but they have no impact when it comes to the invoice creation and posting process.

2.Payment terms

Sub contract valuations will often have user defined payment dates, independent of calculated dates.

As before, it would make sense if the invoice automatically updated the due date when matched to a certificate. Instead, the payment terms are taken from defaults.

Does anyone know of any set up changes that can be made to prevent these two things happening?

Thank you,

Stephen