Microsoft CRM 3.0 Tax

In CRM 3.0 quotes and invoices, there is a tax calculation.

where in the system are you able to enter the amount of tax eg. uk VAT @ 17.5%

I have been through the system for 3 days and cant find it. also, no mention 
in the help files.
0
Utf
2/17/2006 3:26:30 PM
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You can specify the tax on the form where you add a product to the 
Quote/Invoice, so that's on the InvoiceDetail and QuoteDetail entities.

HTH,

-- 
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--
"Stephen McGuigan" <Stephen McGuigan@discussions.microsoft.com> wrote in 
message news:4D5FAF27-4BE6-40F3-A0F4-01A8F1288D31@microsoft.com...
> In CRM 3.0 quotes and invoices, there is a tax calculation.
>
> where in the system are you able to enter the amount of tax eg. uk VAT @ 
> 17.5%
>
> I have been through the system for 3 days and cant find it. also, no 
> mention
> in the help files. 


0
Jeffry
2/17/2006 6:38:50 PM
Yes, but we need to calculate VAT for total invoice price, and if rates for 
procucts and services are different - need to split... hot to do then? If to 
calculate for each product, there can be problems from actual and "should be" 
sums of VAT.. especially when we have 18%..

"Jeffry van de Vuurst" wrote:

> You can specify the tax on the form where you add a product to the 
> Quote/Invoice, so that's on the InvoiceDetail and QuoteDetail entities.
> 
> HTH,
> 
> -- 
> Jeffry van de Vuurst
> CWR Mobility
> www.cwrmobility.com
> --
> "Stephen McGuigan" <Stephen McGuigan@discussions.microsoft.com> wrote in 
> message news:4D5FAF27-4BE6-40F3-A0F4-01A8F1288D31@microsoft.com...
> > In CRM 3.0 quotes and invoices, there is a tax calculation.
> >
> > where in the system are you able to enter the amount of tax eg. uk VAT @ 
> > 17.5%
> >
> > I have been through the system for 3 days and cant find it. also, no 
> > mention
> > in the help files. 
> 
> 
> 
0
Utf
4/24/2006 1:03:02 PM
VAT for total invoice is calculated by adding all the VATs of the invoice 
products. By default, you're not able to enter your own tax amount.

-- 
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--
"Kestutis Januskevicius" <Kestutis Januskevicius@discussions.microsoft.com> 
wrote in message news:BA0881DF-C3F4-4651-BD2D-E373D446C294@microsoft.com...
> Yes, but we need to calculate VAT for total invoice price, and if rates 
> for
> procucts and services are different - need to split... hot to do then? If 
> to
> calculate for each product, there can be problems from actual and "should 
> be"
> sums of VAT.. especially when we have 18%..
>
> "Jeffry van de Vuurst" wrote:
>
>> You can specify the tax on the form where you add a product to the
>> Quote/Invoice, so that's on the InvoiceDetail and QuoteDetail entities.
>>
>> HTH,
>>
>> -- 
>> Jeffry van de Vuurst
>> CWR Mobility
>> www.cwrmobility.com
>> --
>> "Stephen McGuigan" <Stephen McGuigan@discussions.microsoft.com> wrote in
>> message news:4D5FAF27-4BE6-40F3-A0F4-01A8F1288D31@microsoft.com...
>> > In CRM 3.0 quotes and invoices, there is a tax calculation.
>> >
>> > where in the system are you able to enter the amount of tax eg. uk VAT 
>> > @
>> > 17.5%
>> >
>> > I have been through the system for 3 days and cant find it. also, no
>> > mention
>> > in the help files.
>>
>>
>> 


0
Jeffry
4/24/2006 5:37:57 PM
It is absolutely absurd that there is no automatic tax calculation in CRM.

Every business around the world has to incorporate tax in their quotes, 
orders, and invoices. As an IT company that wants to resell this product to a 
customer, how do I tell them it doesnt calculate tax?

Who would buy this product knowing that each time you create an invoice you 
have to calculate and add the tax too it? How am i meant to sell this to my 
clients?

If this feature isnt implemented or a fix developed then I will have to go 
with another CRM package that does do it. Its a joke. 

Can you tell us what is MS view on this, and why its not included and is 
there a fix we can do to do it. 

I note your reply saying that it can be developed into it by hiring a 
developer, but why should we as we have bought this product? It should be 
there already? 

Regards

Ioan

"Jeffry van de Vuurst" wrote:

> VAT for total invoice is calculated by adding all the VATs of the invoice 
> products. By default, you're not able to enter your own tax amount.
> 
> -- 
> Jeffry van de Vuurst
> CWR Mobility
> www.cwrmobility.com
> --
> "Kestutis Januskevicius" <Kestutis Januskevicius@discussions.microsoft.com> 
> wrote in message news:BA0881DF-C3F4-4651-BD2D-E373D446C294@microsoft.com...
> > Yes, but we need to calculate VAT for total invoice price, and if rates 
> > for
> > procucts and services are different - need to split... hot to do then? If 
> > to
> > calculate for each product, there can be problems from actual and "should 
> > be"
> > sums of VAT.. especially when we have 18%..
> >
> > "Jeffry van de Vuurst" wrote:
> >
> >> You can specify the tax on the form where you add a product to the
> >> Quote/Invoice, so that's on the InvoiceDetail and QuoteDetail entities.
> >>
> >> HTH,
> >>
> >> -- 
> >> Jeffry van de Vuurst
> >> CWR Mobility
> >> www.cwrmobility.com
> >> --
> >> "Stephen McGuigan" <Stephen McGuigan@discussions.microsoft.com> wrote in
> >> message news:4D5FAF27-4BE6-40F3-A0F4-01A8F1288D31@microsoft.com...
> >> > In CRM 3.0 quotes and invoices, there is a tax calculation.
> >> >
> >> > where in the system are you able to enter the amount of tax eg. uk VAT 
> >> > @
> >> > 17.5%
> >> >
> >> > I have been through the system for 3 days and cant find it. also, no
> >> > mention
> >> > in the help files.
> >>
> >>
> >> 
> 
> 
> 
0
Utf
5/22/2006 7:18:02 PM
I'm not MS, but I think their view is that they build a product and
rely on ISV partners to extend that functionality and fill potential
gaps by creating add-ons and customizations. That's the good news, you
can build what's not there.

For tax calculation (and more) I suggest you take a look at an add-on
by Experlogix (www.experlogix.com) called Quick Quote. You can do tax
and margin calculations, advanced pricing logic, multi currency etc.,
so this might be what you (or your customers) need.

HTH,

--
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--

Ioan wrote:
> It is absolutely absurd that there is no automatic tax calculation in CRM.
>
> Every business around the world has to incorporate tax in their quotes,
> orders, and invoices. As an IT company that wants to resell this product to a
> customer, how do I tell them it doesnt calculate tax?
>
> Who would buy this product knowing that each time you create an invoice you
> have to calculate and add the tax too it? How am i meant to sell this to my
> clients?
>
> If this feature isnt implemented or a fix developed then I will have to go
> with another CRM package that does do it. Its a joke.
>
> Can you tell us what is MS view on this, and why its not included and is
> there a fix we can do to do it.
>
> I note your reply saying that it can be developed into it by hiring a
> developer, but why should we as we have bought this product? It should be
> there already?
>
> Regards
>
> Ioan
>
> "Jeffry van de Vuurst" wrote:
>
> > VAT for total invoice is calculated by adding all the VATs of the invoice
> > products. By default, you're not able to enter your own tax amount.
> >
> > --
> > Jeffry van de Vuurst
> > CWR Mobility
> > www.cwrmobility.com
> > --
> > "Kestutis Januskevicius" <Kestutis Januskevicius@discussions.microsoft.com>
> > wrote in message news:BA0881DF-C3F4-4651-BD2D-E373D446C294@microsoft.com...
> > > Yes, but we need to calculate VAT for total invoice price, and if rates
> > > for
> > > procucts and services are different - need to split... hot to do then? If
> > > to
> > > calculate for each product, there can be problems from actual and "should
> > > be"
> > > sums of VAT.. especially when we have 18%..
> > >
> > > "Jeffry van de Vuurst" wrote:
> > >
> > >> You can specify the tax on the form where you add a product to the
> > >> Quote/Invoice, so that's on the InvoiceDetail and QuoteDetail entities.
> > >>
> > >> HTH,
> > >>
> > >> --
> > >> Jeffry van de Vuurst
> > >> CWR Mobility
> > >> www.cwrmobility.com
> > >> --
> > >> "Stephen McGuigan" <Stephen McGuigan@discussions.microsoft.com> wrote in
> > >> message news:4D5FAF27-4BE6-40F3-A0F4-01A8F1288D31@microsoft.com...
> > >> > In CRM 3.0 quotes and invoices, there is a tax calculation.
> > >> >
> > >> > where in the system are you able to enter the amount of tax eg. uk VAT
> > >> > @
> > >> > 17.5%
> > >> >
> > >> > I have been through the system for 3 days and cant find it. also, no
> > >> > mention
> > >> > in the help files.
> > >>
> > >>
> > >> 
> > 
> > 
> >

0
Jeffry
5/23/2006 10:16:19 PM
Reply:

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