Manage Tax for Customer Order Line or RMA Line

Explanation

Use this function to handle taxes in connection to customer order line and return material authorization line. You can enter tax information directly on the customer order line and return material authorization line 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.

If you are using Tax Calculation software, please take a look here.

Prerequisites

System Effects

Integration to Tax Calculation software

If you are using Vertex software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations the overall concept of the integration is; when a tax call is initiated in IFS Cloud a call is made to the Vertex Sales Tax software to fetch the correct tax rates based on the information on the sales quotation, customer order, customer order invoice or the return material authorization. Three main parameters are used to identify the correct tax rates. These parameters are:

In addition to these main parameters, information such as sales part number, price, quantity and customer group are also passed to the Vertex Sales Tax software to ensure the correct tax rates are fetched. Based on the information sent to Vertex, Vertex looks up the correct tax rates and tax amounts and return the information to IFS Cloud. The information is then uploaded into the tax lines dialog. The tax lines dialog is read only when using Vertex, meaning that it is not possible to manually add tax codes.

If you are using Avalara Tax software to automatically calculate taxes on sales quotations, customer orders, customer order invoices and return material authorizations the overall concept of the integration is; when a tax call is initiated in IFS Cloud a call is made to the Avalara Tax software to fetch the correct tax rates based on the information on the sales quotation, customer order, customer order invoice or the return material authorization. Four main parameters are used to identify the correct tax rates. These parameters are:

In addition to these main parameters, information such as sales part number, price and quantity are also passed to the Avalara Tax software to ensure the correct tax rates are fetched. Based on the information sent to Avalara, Avalara looks up the correct tax rates and tax amounts and return the information to IFS Cloud. The information is then uploaded into the tax lines dialog. The tax lines dialog is read only when using Avalara, meaning that it is not possible to manually add tax codes.