EAP: Cannot Add Sales Tax After Matching (Doc ID 1679675.1)

Last updated on SEPTEMBER 15, 2016

Applies to:

PeopleSoft Enterprise FIN Payables - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Symptoms

Cannot add sales tax after matching.

STEPS
1. Navigate to Purchasing > Purchase Orders > Add/Update POs, and create PO
  Sales/Use Tax Information: Tax Applicability: Item is Exempt

2. Navigate to Accounts Payable > Vouchers > Add/Update > Regular Entry, and create Voucher (copy from PO)
  Tax Exempt flag is selected

3. Run Matching
  Voucher is matched

4. Uncheck Tax Exempt flag
  Click on sales/use tax summary
  Tax code SUT (NYC) is present
  Back to invoice – Sales tax field enabled. Enter Sales tax = 100.00
  Gross/total amount field is grayed out

5. Save Voucher

Message: "Invoice line amounts exceed header amounts by 100.00. You cannot save this voucher until it is balanced. (7030,19)"

Line amount: 112.00
Sales tax: 100.00
Total: 112.00
Difference: 100.00

Cause

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