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GP & Logic Integration Problem

Bill Lalor asked 4 years ago
Sorry about the garbage in the last post.� Here\’s the text: OverviewWe have 6 Oyster Bars.� 4 in King County, 1 in Skagit County and 1 in Mason County.� In King County, any oysters purchased are taxable no matter if they are eaten inside or taken out of the restaurant.� In Skagit and Mason County, if the oysters are taken off premise they are taxable, but if eaten on premise they are not.In GP, we have one item # per Oyster type.We are bringing in the daily sales data via integration and creating invoices, which is working fine however, it cannot segregate between taxable oysters and non-taxable oysters.� Currently, each line item is integrated with sales tax and the corrections must be done manually.The controller wants us to create duplicate item numbers for a taxable oyster and a non-taxable oyster and do separate integrations.� The financial analysts don’t want separate item numbers because that skews the reporting to ownership.This is the dilemma.  � Any thoughts on how we can keep both the sales tax correct, plus not have the financial analyst have to go back and recreate about 12 PowerBI reports, SSRS reports and Excel Reports in GP?
Patrick Roth Staff replied 4 years ago

“Currently, each line item is integrated with sales tax and the corrections must be done manually”

Are YOU integrating the line with sales tax itself. Or do you have “create taxes” set to TRUE and so eConnect does it all?

Would you have mixed orders? So perhaps I’d have 10 “eaten in” and thus not taxed and 20 “to go” and not taxed?

Lets assume you have eConnect default everything as is typical.

The only solution that I can see that would be workable is this:

1. Have a tax schedule called maybe NOTAX or whatever but has no tax details in it.

2. On the ‘add line item’ node there is a ‘tax schedule’ field. For taxable lines, you would have to fill in the real ‘tax schedule id’. For non-taxable, enter NOTAX

3. On the ‘create transaction’ node, set the ‘default tax schedules’ to 0 so econnect doesn’t default it.

4. on the ‘create transaction node’ make sure the ‘create taxes’ is still set to true/1.

5. So now when econnect creates the taxes, it should then use the schedule on the line and not what it would default which I assume is taxable.

To be honest, can’t say that I’ve tried this or heard of anyone trying it, but seems sound. But it’s about the only thing I can think of you could do to make this work without having to calculate and create the tax details yourself.

Bill Lalor replied 4 years ago

Hi Patrick.

To answer your questions:

Create Taxes is set to: Local Constant “1”
Default Tax Schedules: Local Constant “0”
Header Level Taxes: Local Constant “0”

Yes, there can be mixed orders. We are bringing in the entire day’s sales so it can include item # xxxxx which is taxable and the same item # xxxxx which in non-taxable.

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