🔎 How to Get Line-wise Other Charges Tax Amount in D365FO (IGST / CGST / SGST)

 In many D365FO implementations (especially India GST projects), we often need:

Line-wise Other Charges Tax Amount
Split into IGST, CGST, and SGST
For Posted Customer Invoice Lines (CustInvoiceTrans)

By default, D365FO stores:

• Invoice Lines → CustInvoiceTrans

• Charges → MarkupTrans

• Tax → TaxTrans

To get accurate charges tax per invoice line, we must follow proper table relation hierarchy.

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📌 Table Relationship Structure

CustInvoiceTrans
    → MarkupTrans
        → TaxTrans

Relationship Logic:

• MarkupTrans.TransTableId == tableNum(CustInvoiceTrans)

• MarkupTrans.TransRecId == CustInvoiceTrans.RecId

• TaxTrans.SourceTableId == tableNum(MarkupTrans)

• TaxTrans.SourceRecId == MarkupTrans.RecId

This ensures we fetch only Charges Tax, not Item Tax.

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🧠 Business Requirement

For each invoice line, we need:

• IGST Amount

• CGST Amount

• SGST Amount

• Converted to positive value (if negative)

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💻 X++ Code – Line Wise Charges Tax Calculation

CustInvoiceTrans custInvoiceTrans;
MarkupTrans      markupTrans;
TaxTrans         taxTrans;

AmountCur igstAmount = 0;
AmountCur cgstAmount = 0;
AmountCur sgstAmount = 0;

while select taxTrans
    exists join markupTrans
        where markupTrans.RecId        == taxTrans.SourceRecId
           && taxTrans.SourceTableId   == tableNum(MarkupTrans)
           && markupTrans.TransTableId == tableNum(CustInvoiceTrans)
           && markupTrans.TransRecId   == custInvoiceTrans.RecId
{
    switch (taxTrans.TaxCode)
    {
        case "IGST":
            igstAmount += taxTrans.SourceRegulateAmountCur;
            break;

        case "CGST":
            cgstAmount += taxTrans.SourceRegulateAmountCur;
            break;

        case "SGST":
            sgstAmount += taxTrans.SourceRegulateAmountCur;
            break;
    }
}

// Convert negative to positive (Best Practice)
igstAmount = abs(igstAmount);
cgstAmount = abs(cgstAmount);
sgstAmount = abs(sgstAmount);

info(strFmt("IGST: %1, CGST: %2, SGST: %3",
    igstAmount, cgstAmount, sgstAmount));