EAP: Voucher Created from Excel Upload is in Recycle Status Due to Missing Tax Rate when Tax Transaction Type is DIMP (Doc ID 2194354.1)

Last updated on OCTOBER 19, 2016

Applies to:

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

Symptoms

Voucher created from Excel Upload is in Recycle status when Tax Transaction Type is DIMP. This occurs because the Tax Rate Code is not defaulted.

Steps:
-------
1) Set Tax Transaction Type = DIMP for a Supplier.
2) Load a Voucher for the Supplier using Excel Upload for Voucher.
3) Run Voucher Build process.
4) In Invoice Information tab, click Excise/Sales Tax hyperlink.

Expected result:
-------------------
Voucher should be created in Postable status.

Result:
---------
Tax Rate Code is blank and voucher is created in Recycle status.
When clicked on Tax Rate Code prompt , it should list the available Tax Rate Code.

Following are the Invoice Line errors which resulted in Voucher Recycle status:

Line Field Name Message
1   When Sales Tax is applicable, Tax Detail Information is required.
1 Tax Form Code Invoice line has no Sales tax Form Code, and Sales tax is applicable.
1 Tax Authority Rate Invoice line has no Sales tax Authority Rate, and Sales tax is applicable.
1 Tax Rate Code Invoice line has no Sales Tax Rate Code, and Sales Tax is applicable.

 





Cause

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