In Sage 300 ERP, we are familiar with Tax Deduction at Source (TDS) and its intended function. The system automatically deducts TDS during the document posting process. However, there are instances where users might overlook deducting TDS for certain documents. When the posting process is already completed, users may encounter challenges in retroactively deducting TDS from the same document. Alternatively, there are situations where users wish to apply TDS to a different amount. In such cases, we utilize the Manual TDS Entry Screen to override both the amount and its associated TDS.
This blog will look into an improved and optimized version of the Manual TDS Entry Screen. We’ve enhanced its capabilities to allow users to effortlessly create adjustments and remittances directly within the same interface. This enhancement applies across various document types, including invoices, debit notes, credit notes, payments, prepayments, and miscellaneous payments.
Please find the screenshot above showcasing the enhanced Manual TDS Entry screen. We’ve introduced a new button labeled “Create Adjustment,” and now let’s delve into how it works.
In cases where a user forgets to deduct TDS, they can rectify this by simply clicking the “Create Adjustment” button. This action allows users to modify various details such as the branch, Node code, and more by checking the “Override TDS” checkbox. When a user selects a document that requires adjustment or TDS override, they must click the “Save” button.
If an adjustment already exists for the selected document, an error message will appear, stating: “An adjustment for Invoice no. TDS68 already exists. Please delete or revise the existing adjustment entry.” In this scenario, the user needs to either delete or revise the existing adjustment entry. Once the adjustment is successfully reversed, the user can proceed to create the new adjustment by clicking the “Create Adjustment” button.
With just one click, an adjustment can be effortlessly generated for the document.
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Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
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