VAT change causes errors on Sales / Purchase Orders, Quotes.

[brucedenney]

When you update a sales order after the VAT rate change, the Sales order will update with the VAT at the rate it was when you created the sales order.

This is INCORRECT.

There are 2 solutions to this problem.

1/ Manual recalculation

Open the Sales order
Open each outstanding item on the sales order click on the tax code, (you don't need to change it, the vat will recalculate at this point)
Press ok
repeat for the rest of the items on the order
save the order

2/ Sales order recalculation service

We will shortly be able to provide a recalculation service, we can either do this on your PC through remote access or you can send us your data and we can do it for you.

There is the same issue on Quotations and Invoices (Although few people will have raised invoices in advance).

There is a similar issue with Purchase orders, however, as these match to an invoice it is not going to happen by mistake.


I have written a short sop report to list outstanding items on Sales orders that have a different tax rate to the default. If you want a copy you can request it here. http://www.makingithappen.co.uk/feedback.htm