MICROSOFT DYNAMICS® AX

2012 R2

TDS ADJUSTMENT JOURNAL

January 2013
Version 1.0.0
 Contents

Introduction................................................................................................3
Audience.....................................................................................................3
Scenario......................................................................................................3
Before you begin........................................................................................3
Procure with tDS........................................................................................4
TDS adjustment journal..............................................................................6
Conclusion..................................................................................................9
Disclaimer................................................................................................10

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INTRODUCTION
This document demonstrates how Microsoft Dynamics Ax2012 R2 supports TDS adjustment journal functionality.
The primary objective of the demo script is to provide the user with an overview on the TDS adjustments with
financial impact.

AUDIENCE
The scripts in this document should be used to demonstrate the value of Microsoft Dynamics AX 2012
R2 and how the solution support TDS adjustment transaction execution to a
business decision maker (BDM). The executives that you present to will find value in this script if
they have and interested in:
 Creation of Purchase order with TDS
 Process TDS adjustment journal

SCENARIO
This script focuses on the following processes:
 Procure with TDS
 TDS adjustment journal

DEMO PRESET CONFIGURATION:

This script was written to work with the Microsoft Dynamics AX 2012 R2 RTM Virtual Machine (VM), released in
December 2012. Make sure that the VM is up and running and that you have logged on. The script addresses key
pain points and challenges that different roles might face. However the demo can be completed as the system
administrator.
 Domain: CONTOSO
 User: Administrator
 Password: pass@word1

BEFORE YOU BEGIN

Before you begin please add the following to your environment in demo data set and company Contoso INMF:
Use the following log in details:
 Domain: CONTOSO
 User: Administrator
 Password:pass@word1

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PROCURE WITH TDS
Set Session date = 04/13/2012

Purchasing agent

1. Navigate to Accounts payable > Common >

Purchase orders > All Purchase orders

2. Click button Purchase order

3. Set field Vendor account = INMF-000001

4. Click button Yes
5. Click fast tab General
6. Set field Site = Site 1
7. Set field Warehouse = 11
8. Click button OK

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9. Set field Item number = S0001
10. Set field Quantity = 1
11. Set field Unit price = 100000
12. Click fast tab ‘Line details’
13. Set field TDS group = Contract

14. Validate Withholding tax calculation

15. Close form

16. Click button Confirm

Accounts payable clerk

17. On the Action Pane , Click Invoice > Invoice

18. Set field Default quantity for lines = Ordered
quantity
19. Set field Number = INV2012_027
20. Click tab Lines
21. Click button Withholding tax

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22. Click tab Adjustment

23. Find Withholding tax code = Contract

24. Set field Adjusted withholding tax amount = 1000.00
25. Click button Apply

26. Click button Post>Post

27. Click button Invoice journal
28. Click button Voucher
29. Close forms

End of Procure with TDS scenario

TDS ADJUSTMENT JOURNAL

Accounting supervisor/Accountant
1. Navigate to General ledger>Journals>General
journal

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2. Click New
3. Set field Name = GenJrn
4. Click button Lines
5. Click button Functions>Create withholding tax
journal

6. Set field Tax type = TDS

7. Set field Tax group = Rent
8. Set field Tax direction = Payable
9. Set field Vendor = INMF-000001
10. Click button Select transaction

11. Select invoice = INV2012_027

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12. Click button Reference to tax journal

13. Set field Amount origin = -10,000.00

14. Set field Transaction date = 04/10/2013
15. Click button Calculate tax

16. Validate TDS components displayed

17. Click button Transfer
18. Click button Close

19. Validate journal lines on the Journal voucher form

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20. Click button Post>Post
21. Close Infolog
22. Click menu button Inquiries>Voucher

End of TDS adjustment journal scenario

End of demo script

CONCLUSION
This demonstration has guided you through TDS adjustment process in AX.
 Creation of Purchase order with TDS
 TDS adjustment journal

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DISCLAIMER
© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product names are or
may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of
others.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this
presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Microsoft may make
changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE
OF THIS CODE REMAINS WITH THE USER.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS

PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY
RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life saving, or life sustaining
applications.

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business
decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial,
customer relationship and supply chain processes in a way that helps you drive business success.

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Worldwide +1-701-281-6500
www.microsoft.com/dynamics

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