Documentation/ Reading correction rules/ Building the VAT table from the lines
Building the VAT table from the lines
The document includes no tax table and the VAT rate appears only on each line. The document is left with no tax breakdown.
On this page
Symptoms in the documents
- The document has no tax table, even though every line states its rate.
- The printed total corresponds to the net amount, with no VAT added.
How the rule works
The rule groups the lines by rate and builds the tax table from those bands. Where the printed total corresponds to the net amount, it also recalculates the document total to include the tax.
Situations where the rule does not apply
- Closed documents: sent, approved or paid.
- Documents whose tax table already exists, because it was read from the document or edited by a person. In that case the existing table is kept.
- Documents where any line has no rate. The rule does not build an incomplete table.
Documents the rule applies to
The rule applies to documents processed after it is switched on. Documents already loaded are not changed: to put those right they have to be processed again or edited by hand.
How to request a correction rule
Rules are created by talking to Dijit IA. Two things are needed:
- The reference of a document where the error shows, the number in the list's ID column. The rule is built from that document, which has to belong to your company and have its supplier identified.
- The wrong figure and the right one, stating the line and the field. A precise description saves the back and forth: "the quantity is saved as 0 on every line and should be taken from the units column" works; "it does not read it properly" does not.
Dijit IA creates the rule for your company and says in the conversation what it has done. A document belonging to another company on the account cannot be used to create one.
Afterwards, check the result on that supplier's next documents. A rule that cannot find the figure leaves the document unchanged, so the risk is not that it fails: it is that it gets something wrong.