Tax – using packing slip date as tax calculation date

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - Apr 2021

Business value

Many countries or regions have frequent tax rate changes, and the tax rate in the system should correctly reflect this change based on when goods were shipped. This feature can help customers get the correct tax rate.

Feature details

Currently, there are three date options to determine tax rate. This feature provides a fourth date option:

  • Document date
  • Invoice date
  • Delivery date
  • Packing slip date (new option)

When a packing slip is generated for a sales order line, users can select the packing slip date on the document, and system will use this date to retrieve the tax rate in the tax code value table.

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