Manage Tax, Customer Order Freight Charge in Shipment
Explanation
Use this function to handle taxes in connection to customer order freight
charges in shipment. You can enter tax information directly on the customer
order freight charge in shipment or work with multiple taxes. If you select
tax structure you can work with multiple taxes with different tax base amounts.
If you work with multiple taxes without selecting tax structure you can add,
modify or remove tax lines. Default tax information can also be retrieved
Prerequisites
- Shipment header with at least one customer order freight charge line
must exist on the Shipment page.
- The tax codes to be applied must have been defined for the company used.
This is done on the Tax Codes page.
- To calculate single tax or multiple taxes with the common tax base amount
- To receive default tax values from the sales charge type, the tax
code must be connected to the charge. This is done on the
Sales Charge Type page.
- To receive default tax values from the taxable customer address,
the tax liability must be of tax liability type Taxable and one
or more tax codes must be connected to the customer's delivery address
in the Customer/Address/Delivery Tax Information/Taxes
list.
- To receive default tax values from the exempt customer address,
the tax liability must be of tax liability type Exempt and one
or more tax codes must be connected to the customer's delivery address
in the Customer/Address/Delivery Tax Information//Tax
Free Tax Codes list.
- To calculate multiple taxes with different tax base amounts
- The tax calculation structure to be applied must have been defined
for the company used. This is done in the Tax
Calculation Structure page.
- To receive default tax values from the taxable customer address,
the tax liability must be of tax liability type Taxable and the
tax calculation structure must be connected to the customer's delivery
address on Customer/Address/Delivery Tax Information.
System Effects
- Tax information is entered and connected to a specific charge line.
If single tax is calculated, the Multiple Tax Lines option is not
enabled and single tax code is displayed in the Tax Code column on
the line. If multiple taxes are calculated, the Multiple Tax Lines
option is enabled on the line. If multiple taxes with different tax bases
are calculated, the tax calculation structure is displayed in the Tax
Calculation Structure column on the line.
- If the Transaction Level option is enabled on the
Company/Tax Control/General tab under
Customer Tax Code Validations, it is mandatory to enter
a tax code or a tax calculation structure on charge line.
- If the Use Price Incl Tax option is not enabled on
the Shipment/CO Collect/Freight Charges, net amount from charge
line is used as tax base.
- If the Use Price Incl Tax option is enabled on the
Shipment/CO Collect/Freight Charges, gross amount from the
charge line is used as tax base.
- If multiple taxes with different tax bases are calculated, the tax base
for each tax line is derived from the tax calculation structure definition
and it is displayed in the Tax Base Amount/Curr column.
- Tax amount is calculated for each tax line.
- Tax amount is calculated for charge line.
- If the Use Price Incl Tax option is not enabled on
the on the the Shipment/CO Collect/Freight Charges, gross
amount on charge line is calculated as a sum of net amount and tax amount.
- If the Use Price Incl Tax option is enabled on the
the Shipment/CO Collect/Freight Charges, net amount on charge
line is calculated as a difference between gross amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount
on charge line is calculated as a sum of net amount and tax amount.