Company: Link Technologies
Case No: L12913. Project: 14.90: LinkSOFT Version 14.90 - July 2023
Logged By: Vineet (Link Business Solutions) on behalf of Sanjay (Link Technologies) on 31 May 2023 04:53PM
Priority: High
Product: FMIS (Jiwa/Epicor/etc)
Group: Software Defect
Time Taken: 20.00 (Weight: 24.00)
Assigned To: Sanjay (Link Technologies)
Circulation: Development, Sanjay, Vineet
Resolve By: Friday, 16 June 2023 03:02 PM [327 days since logged date]
Status: Closed
Subject: Incorrect Tax Description shown in Jiwa for Creditor Purchases
Summary:    
Section A. Describe what the issue is about. Include Error Message (and screenshots (600px x 800px 100kb max size)

When Purchase Orders are integrated into Jiwa, the tax description shows is incorrect.

Figure 1.1 Linksoft Purchase Order Received with Tax Code TaxExe, Taxin15, Tax9

Figure 1.2 Creditor Purchase Created for the Purchase Order in Figure 1.1. Note GST Description is the same for all 3 lines in Jiwa. However, it's different on Link


Section B. Relevant History Information: Any information relevant to this issue.

Section C. The issue can be reproduced by performing the following steps: 
  1. Created a Purchase Order for the Supplier "Link Business"
  2. Added Items
    1. Tax0 which has a tax code of TAXEXE
    2. Tax15 which has a tax code of TAXIN15
    3. TAX9 which has a tax code of TAXIN
  3.  Approve and receive this in Jiwa.
  4. Note that the GST amount is correct however, the tax description is incorrect.

This above has been reproduced on the below setup:

LinkQA8-LBS2
LinkSOFT-Demo
http://10.0.0.18/Linksoft-Integration/
    Audit Notes:Edited by sanjay on 21/06/23 15:27. Edited by sanjay on 02/06/23 17:09. Edited by vineet on 31/05/23 16:53. 
    02 Jun 202308:41AM Comment 1 by Sanjay (Link Technologies) Case L12913 added to project 14.90
    02 Jun 202305:01PM Comment 2 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 02-06-2023 08:54 PM Time Taken: 6.00 Notes: ETC extended from: 31/05/2023 to 02/06/2023

    Hi Vineet,

    The Tax code is not passed on to JIWA. We derive the Tax Code based on the TAX GL Account. This has been the method from Jiwa 6513.

    However, it does make sense to use the Tax Code that we have so that it can be reconciled with JIWA.

    I will make the changes to the Integration to do the following:

    1. Validate the Tax Code and Tax GL Account
    2. When creating the Creditor Invoice, we will use the Tax Code that is in the Purchase Receipt

    02 Jun 202305:04PM Comment 3 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 02-06-2023 11:01 PM Time Taken: 12.00 Notes: ETC extended from: 02/06/2023 to 02/06/2023
    PART A - Development work for this case has been completed.

    1. The change will be available in version: 14.90

    2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

    1. Added validation to JIWA7 "AP Purchase Invoices" to validate the Tax Code
    2. Added Tax Code to the "Create AP invoice" function in JIWA 7

    3. Affected Areas:

    1. Integration to JIWA 7

    4. The issue was caused by:

    1. The initial design used the Tax GL Account to determine the Tax Code. We now use the Tax Code in LinkSOFT

    5. Other Relevant Notes: JIWA Integration changes require the JIWA 7 integration Scripts to be run on the JIWA 7 Database 
    6. Next Step
    (Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


    16 Jun 202308:57AM Comment 4 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 16-06-2023 02:45 PM Time Taken: 1.00

    Bula

    This case has been tested using the below environment:

    LinkQA8-LBS2
    LinkSOFT-Demo
    http://10.0.0.18/linksoft-integration/

    Tax code in Linksoft Purchase Order and Creditor Purchases created in Jiwa are now the same with correct tax values and invoice totals.

    Figure 1.1 Linksoft Purchase Order


    Figure 1.2 Jiwa Creditor Purchase GST Description


    This case is designed as expected. Please review and close

    Vineet Ram


    16 Jun 202309:02AM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 16-06-2023 03:02 PM Time Taken: 1.00 Notes: ETC extended from: 02/06/2023 to 16/06/2023
    Thanks Vineet.

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12913 in the subject line of all emails regarding this issue.

    Document size: 257.9 KB
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