In OE when we try to credit an invoice from prior to HST we have made a credit which shows PST and GST which totals the same as HST however when we put it to print it show GST only and posts as that. Why? How do we get it to credit as HST or PST & GST? The customer is set up for HST now and was PST & GST previously.

You need to use the pre-HST credit note specification that was saved for this purpose.

I do not understand what you mean by Pre HST credit note specifications. Why would it show correctly and than change when printed? If it posted as HST it would be correct.

Hi Sammy,

Did you save copies of your specifications that you used to print invoices and credit notes before July 1 when HST was introduced? Or did you update those specs to include HST text and fields, overwriting what you had? I believe Doug was suggesting that you use the old specs, presuming you still have them.

If you see the correct GST and PST amounts on your credit note, on the Totals tab, then there is no problem with how the tax was calculated. You need to have the different tax jurisdiction fields on your credit note spec, either in the footer or in the detail section (if you choose to print tax as details).

If you don't have those old spec files, perhaps you could find a backup of your data prior to July 1 and look for the OE$ prefixed data files and perhaps you could grab your old credit note spec for this.

I suspect we are not understanding the issue from your post. Sometimes it's easier if we can just see the problem. Give us a call if you would like some direct assistance.

I did overwrite my specs however it is not the printing that is the problem. The credit note changes when it is posted to have GST only. When we look at the totals page it shows correctly but once it is posted it cahnges to GST only. I can get around it in this one instance however I am uncomfortable with it changing from viewing the totals page to the posted amount.

Thanks for clarifying the behaviour. Very odd and I can't say that I have seen it before.

Likely this is specific to either your setup or how your using Order Entry. I would have to see it in order to be able to assist you further.