WS: 42: SO Taxable (TAX1) Field Value Incorrectly Defaults From The Data Dictionary Not From Item Branch Plant And Line Type Settings- P4211 (Doc ID 2874825.1)

Last updated on APRIL 16, 2025

Applies to:

Symptoms

For both stock and nonstock items, sales order entry (P4211) is validating the Data Dictionary (DD) value for the Taxable field (TAX1) and defaulting that value. This is incorrect. For example, if the DD value = 3, then '3' is defaulting into sales order lines instead of from the Item Branch Plant (P41026, Taxable /TAX1 field) for stock items and the Line Type Settings (P40205, Taxable Flag /TX01) for nonstock items. Those values could be Y and N and the program is defaulting = 3.

The issue can be reproduced at will with the following steps:

1. Line type set up (P40205) - N (non-inventory) and taxable flag (TX01) = N
2. Data Dictionary Taxable field TAX01 default value = 3.
3. Set up a nonstock item in the Item Master (P4101), stocking type/line type = N.
4. Set up a stock item where the taxable field (TAX1) on the Item Branch Plant = Y.
5. Enter a sales order (P4211) with 3 lines
    a. Enter a sales order (P4211) header with tax code and tax rate/area = S / CO.
    b. Enter an item not set up in the Item Master = NSS, qty 1, price 1.00, line type (lnty = N).
    c. Enter the nonstock item set up in the Item Master, qty, price 5.00, line type = N.
    d. Enter a stock item, qty 1, price 15, line type = S. Taxable flag = Y from Item Branch plant.
6. Press enter and the taxable field shows = 3 instead of the default values from item and/or line type set up which are Y and N.
7. A downstream result if this is not caught is incorrect tax information written at Invoice Print, Sales Update, and Post into the Tax file (F0018).

Cause

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