Modifying the report would not fix the data.  We have this happen on occasion also, and we end up deleting the Sales Order and recreating it.  

We are on 4.5.

Joe

I have seen this periodically,  but it is not terribly common.  With all my clients,  I might see it two or three times in a year's time.

The fact that it cannot be duplicated on demand makes it very tough to troubleshoot.

For a "workaround", try changing the Sales Tax Schedule - this will force a "recalculation" of the Sales Order and then, change the Sales Tax Schedule back to the original schedule.

This issue is not common but, it does occur occasionally. It appears to be associated with modifying the Sales Order lines - inserting lines, deleting lines, etc... Unfortunately, we cannot duplicate it on demand. If you find that you can document the steps to duplicate this on demand, please call Customer Support at 800-854-3415 to report the steps.

Thank You!

Shelley Arnold

Sage 100 ERP Customer Support

Shelley,

Thanks for the tip!   Now the trick is to catch it before it is updated!

I'm not sure this actually works.  I have tried everything, deleting and re-adding all the lines, manually recalculating, changing the customer number..... Everything I try just makes the totals tab get further and further off.

I think I have tried your suggestion also, but next time it happens I will try that.

It only happens a couple times a year.

Joe

Thanks, everyone.

Changing the Tax Schedule did fix the issue in our case. The challenge is obviously noticing that the totals are off in the first place. I may try to do a script to check this, or display a warning in the SO generated by Crystal Reports. If I come up with something, I'll share it.

The salesperson who encountered the issue here did not have the problem when she recreated the sales order, so I guess we aren't able to replicate it either.

Meg

Hi,

Below is a vb script that tests for incorrect totals. It should be called as a Table Post-Write event for the SO Header table. The execution does add a second or so delay to the acceptance of the SO. I only have one bad record on which to test it, but it works in that case, and generates no message when the totals are fine.

Meg

Dim Total, oExtAmt, oTaxAmt, oNonTaxAmt

Total = 0

oExtAmt = 0

oTaxAmt = 0

oNonTaxAmt = 0

Set oLines = oBusObj.AsObject(oBusObj.Lines)

oLines.MoveFirst

On Error Resume Next

do until oLines.Eof

retVal=oLines.GetValue("ExtensionAmt", oExtAmt)

Total = Total + oExtAmt

retVal=oLines.MoveNext()

loop

retVal = oBusObj.GetValue("TaxableAmt", oTaxAmt)

retVal = oBusObj.GetValue("NonTaxableAmt", oNonTaxAmt)

If Total <> (oTaxAmt + oNonTaxAmt) Then

MsgBox("Warning: the total on the Lines tab does not match the total on the Totals tab. The total on the generated report may be incorrect.")

End If

This was very helpful.  I had a custom script that i just found was causing the order totals to drift apart from the line totals and stumbled upon this answer.  Worked like a charm, just added the following lines of code (it is a line detail script):

TaxSchedule = ""

retval = oHeaderObj.GetValue("TaxSchedule$", TaxSchedule)

retval = oHeaderObj.SetValue("TaxSchedule$", "DEFAULT")

retval = oHeaderObj.SetValue("TaxSchedule$", TaxSchedule)

I could picture this on a pre-write save of the order, compare the line and order totals and then run this if they differ.

*edit*

I ended up digging a little deeper into the file layouts and program information doc, thinking I could find what is called to make this happen to cut out the middle man so to speak.  I found this and tested it in place of the above and it does the trick:

retval = oHeaderObj.SalesTaxRecalculation()

Or, if you are in a SalesOrderHeader script:

retval = oBusObj.SalesTaxRecalculation()

Hope this helps someone out.

This is resolved with the following updates:

- Hot Fix S05005-T for Sage 100 ERP 2014 Product Update 4 (5.10.4.0)

- Hot Fix S05004-T for Sage 100 ERP 2013 Product Update 8 (5.00.8.0)

- Product Update 5 for Sage 100 ERP 2014 (5.10.5.0 - when released)

You can find the links for these downloads by searching the Knowledgebase for KB 52666 available on http://support.na.sage.com

You will still need to recalculate to correct any out of balance issues on existing sales orders.