Manage Tax, Purchase Requisition Line
Explanation
Use this function to handle taxes in connection to purchase requisition line.
You can enter tax information directly on the purchase requisition line or work
with multiple taxes. If you select tax structure you can work with mutiple 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.
For the purchase requisition part line you can only view tax infromation.
Prerequisites
- Purchase requsition header with at least one requisition line must exist
in the Purchase Requisition page.
- The Taxable option in the purchase requisition line
must be enabled.
- The tax codes to be applied must have been defined for the company used.
This is done in the Tax Codes page.
- To calculate single tax or multiple taxes with the common tax base amount
- Purchase part must be taxable. This is done in the
Purchase Part page. For no part requisition
lines this is done on the Company/Tax Control/Supply
Chain tab in the Procurement section.
- To receive default tax values for the purchase part, the tax code
must be connected to the part. This is done in the
Supplier for Purchase Part page. To receive
default tax values for no part requisition line when the tax liability
is of tax liability type Taxable, the tax code must be specifed
for supplier or company. This is done on the
Supplier/Invoice/Tax Information tab and the
Company/Tax Control/Supply Chain tab.
To receive default tax values for no part requisition line when the
tax liability is of tax liability type Exempt, the
tax free tax code must be specifed for supplier or company. This is
done on the Supplier/Invoice/Tax Information
tab and the Company/Tax Control/Supply Chain
tab.
- To receive default tax values for the taxable scenario from the
supplier address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option
must be enabled and one or more tax codes must be connected to the supplier's
delivery address on the Supplier/Address/Delivery
Tax Information tab.
- To receive default tax values for the taxable scenario from the
company address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option
must be disabled on the Supplier/Address/Delivery
Tax Information tab and one or more tax codes must be connected
to the company's delivery address on the Company/Address/Tax
Information tab. Purchase requisition line should not be connected
to project activity.
- To receive default tax values for the taxable scenario from the
project address,the tax liability must be of tax liability type Taxable,
the Use Supplier Address for Tax option must be disabled
on the Supplier/Address/Delivery Tax Information
tab and one or more tax codes must be connected to the project delivery
address on the Project Definition/Addresses
tab. Purchase requisition line must be connected to project activity.
- To calculate multiple taxes with different tax base amounts
- Purchase part must be taxable. This is done in the
Purchase Part page. For no part requisition
lines this is done on the Company/Tax Control/Supply
Chain tab in the Procurement section.
- 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 for the taxable scenario from the
supplier address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option
must be enabled and tax structure must be connected to the supplier's
delivery address on the Supplier/Address/Delivery
Tax Information tab.
- To receive default tax values for the taxable scenario from the
company address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option
must be disabled on the Supplier/Address/Delivery
Tax Information tab and tax structure must be connected to the
company's delivery address on the Company/Address/Tax
Information tab. Purchase requisition line should not be connected
to project activity.
- To receive default tax values for the taxable scenario from the
project address, the tax liability must be of tax liability type
Taxable, the Use Supplier Address for Tax option
must be disabled on the Supplier/Address/Delivery
Tax Information tab and tax structure must be connected to the
project delivery address on the Project/Addresses/Tax
Information tab. Purchase requisition line must be connected
to project activity.
System Effects
- Tax information is entered and connected to a specific requisition line
or no part requisition 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 selected on the
Company/Tax Control/General tab in section
Supplier Tax Code Validation, it is mandatory
to enter a tax code or a tax calculation structure on the purchase requisition
line or no part purchase requisition line.
- If the Use Price Incl Tax option is disabled on the
line, net amount from purchase requisition line or no part purchase requisition
line is used as tax base.
- If the Use Price Incl Tax option is enabled on the
line, gross amount from purchase requisition line or no part purchase requisition
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.
- Total tax amount, deductible tax amount and non deductible tax amount
are calculated for each tax line.
- Total tax amount, deductible tax amount and non deductible tax amount
are calculated for purchase requisition line or no part purchase requisition
line.
- If the Use Price Incl Tax option is disabled on the
line, gross amount on purchase requisition line or no part purchase requisition
line is calculated as a sum of net amount and tax amount.
- If the Use Price Incl Tax option is enabled on the
line, net amount on purchase requisition line or no part purchase requisition
line is calculated as a difference between gross amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount
on purchase requisition line or no part purchase requisition line is calculated
as a sum of net amount and tax amount.
- If the connection between purchase part and supplier does not exist,
you will be prompted with a dialog, in which you can enter price and tax
information.