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Unable to change Tax code in Cusomer order line originated from a Work order

K
Sidekick (Partner)
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Hi Experts.

 

In App10, we are able to change the tax code in customer order lines that are originated from Service. Then if we check the same in latest Could 24R2 this cannot be done with the following error. We use 2 different tax codes for the same sales part and it is dependent on whether the order type is NO CO or SEO CO

Then how the Tax code can be changed under the current constraints as we need to identify how it can be changed otherwise. This Tax code is not available both in the “Invoice Preview” screen and at the “Work Task” level as well, further compounding the issue.

This is a significant limitation in the cloud as it worked well in App10, and it introduces additional complexity into the process and severely impacts efficiency.

 

Thanks,

Kasun

Best answer by Thilini Kumarasinghe

Hi ​@KAMANUK 

 

Yes, the same behaviour was there in App 10 version as well and it was solved in Update 8. i.e After UPD 8. it is possible to change the Tax code directly from the customer order line.

 

In 24R2 version, if you need to change the tax code (for customer orders created from service side), you can use below option (Valid for App 10 as well).

  1. Select the customer order line and navigate to Line details > Order line Taxes.
  2. Here you can add a tax line or change the existing one. This change will be available in the customer order line.

 

However, I can understand that the user expects the ability to directly change the tax code in the customer order line. Kindly send a support case, so that we can discuss this with Product Development (RnD) team to check the possibilities to provide a core solution.

 

Best Regards,

Thilini

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TLAKLK
Hero (Employee)
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  • TLAKLK
  • Hero (Employee)
  • May 1, 2025

Hi Kasun, ​@KAMANUK 

 

Could you please share test plan you have followed to create the customer order?

 

Regards,

Thilina.

https://www.linkedin.com/in/thilina-lakshitha-483410132/
Roshan Madusanka
1 person likes this
  • Roshan Madusanka
    Roshan Madusanka
K
Sidekick (Partner)
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  • KAMANUK
  • Sidekick (Partner)
  • May 1, 2025

Hi ​@TLAKLK ,

Its very straight forward.

  1. Create few Sales lines in a Work Task with different Sales parts having different Tax codes.
  2. Create the invoice Preview for this and then Create the Customer order.
  3. Once created try to modify the Tax code in the Customer order line level.
  4. Its not allowed!

Try the same in App10, its working well.

 

Then also the question is, if we are not able to change it in Customer order level then from where we can change it? We cannot change the Tax code in Sale part!

 

Thanks,

KM

Roshan Madusanka
TLAKLK
2 people like this
  • Roshan Madusanka
    Roshan Madusanka
  • TLAKLK
    TLAKLK
Thilini Kumarasinghe
Ultimate Hero (Employee)
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Hi ​@KAMANUK 

 

Yes, the same behaviour was there in App 10 version as well and it was solved in Update 8. i.e After UPD 8. it is possible to change the Tax code directly from the customer order line.

 

In 24R2 version, if you need to change the tax code (for customer orders created from service side), you can use below option (Valid for App 10 as well).

  1. Select the customer order line and navigate to Line details > Order line Taxes.
  2. Here you can add a tax line or change the existing one. This change will be available in the customer order line.

 

However, I can understand that the user expects the ability to directly change the tax code in the customer order line. Kindly send a support case, so that we can discuss this with Product Development (RnD) team to check the possibilities to provide a core solution.

 

Best Regards,

Thilini

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
Roshan Madusanka
K
2 people like this
  • Roshan Madusanka
    Roshan Madusanka
  • K
    KAMANUK
K
Sidekick (Partner)
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  • KAMANUK
  • Sidekick (Partner)
  • May 2, 2025

Hi ​@Thilini Kumarasinghe ,

 

Thanks lot and I missed this function in line level. Somehow this error details also not correct its suggesting to chage it from work order end but not within customer order as another way is also there. If something has changed in the Cloud, it should give us the correct information on how to do it here as customer used to do it in other way.

I have asked the Customer to create a Ticket and thanks for helping.

 

Kind Regards,

KM

Thilini Kumarasinghe
Roshan Madusanka
2 people like this
  • Thilini Kumarasinghe
    Thilini Kumarasinghe
  • Roshan Madusanka
    Roshan Madusanka
Thilini Kumarasinghe
Ultimate Hero (Employee)
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You are most welcome ​@KAMANUK . Yes agreed, the message might mislead the user and we need to look into that as well

www.linkedin.com/in/thilini-kumarasinghe-7ab61b78
Roshan Madusanka
K
2 people like this
  • Roshan Madusanka
    Roshan Madusanka
  • K
    KAMANUK

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