Hi all, I am putting together some new reports for printing out quotes, etc
for clients rather than exporting the data to excel, formatting and then
sending out. I've got the reports from the Sandbox running, and I've
modified them to our standards, but now I need to calculate taxes on the
quotes for clients. In CRM, this is simply for show and tell, it doesn't
mean anything to the bottom line since taxes have no bearing on the revenue
of a company. GP sorts this out and accounts for it correctly on our
back-end.
Problem #1: We do business in more than one country (why CRM is US centric
is beyond me in today's global business society), we are using c360's
multicurrency add-in to deal with the four primary currencies we sell in,
USD, CAD, JPY and EUR. We have offices in 7 different countries all using
the same CRM system and we need to calculate taxes based on the local tax
requirements.
Problem #2: Dealing the additional tax line for GST/VAT/etc in overtaxed
countries like Canada, UK, etc.
My first instinct is to simply create a different quote report for each
country that we sell in and calculate the taxes in each report, but as a
perfectionist programmer, this seems a bit sluggish. I wanted to field some
feedback on this first to see if anyone has any suggestions for handling
this.
Lastly, I know that CRM 4 handles multicurrency (which will really open up
the product world-wide), but does it handle taxes for the global market as
well?
--
Chad Sichello / G-SKY