We sell products online and then import orders into AX as sales orders. The payment on the website is exactly what the customer should pay. The issue we have is the tax calculation on the website, vs. what AX calculates for tax. Sometimes it’s a couple dollars off. We usually undertax, then we (the company) want to foot the bill for the remaining tax. Sometimes we overtax, and in that case, it shouldn’t be applied as a credit to the customer. We have too many customers to manage and they could all have a 0.20 open balance.
The question is, how do I properly apply the positive/negative payment to reconcile the “penny difference”? Here is an example:
A customer orders a widget online for $20. Shipping is $5 flat. It is shipped to Indiana, and tax is calculated online at the state level only of 7%. Order total is $26.40. So the sales order is imported into our system. One widget at $20 is on a line, then a misc freight charge of $5 is added. Tax, however is automatically calculated using a more sophisticated system that calculates down to the county level…so tax ends up being 7.081%. Order total of $26.56.
This leaves a difference of 0.16. I am trying to automate the reconciliation of the tax difference by automatically creating a payment journal, adding one line as a credit that they pay, then an additional line as the credit to the remaining tax difference. We would just foot the bill for the additional tax difference.
This is the reason I want two payment lines in the payment journal. Do you see a better way to do this?