Manage Tax, Customer Order Charge/Manage Tax, RMA Charge
Explanation
Use this function to handle taxes in connection to customer order charge
and return material authorization charge. You can enter tax information directly
on the customer order charge and return material authorization charge 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
- If the tax is to be applied to customer order charge line, customer
order header with at least one charge line must exist on the
Customer Order page.
- If the tax is to be applied to return material authorization charge
line, return material authorization header with at least one credit charge
line must have been entered on the Return Material
Authorization 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
on the Customer/Address/Delivery Tax Information
tab.
- 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
on the Customer/Address/Delivery Tax Information
tab.
- 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 on 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 the Customer/Address/Delivery Tax
Information tab.
System Effects
- Tax information is entered and connected to a specific charge line.
If single tax is calculated, the Multiple Tax Lines option is disabled
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
enableded 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 disabled on the
Customer Order/Order Details tab or the
Return Material Authorization/Order Details
tab, net amount from charge line is used as tax base.
- If the Use Price Incl Tax option is enabled on the
Customer Order/Order Details tab or the
Return Material Authorization/Order Details
tab, 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 disabled on the
on the Customer Order/Order Details tab or
the Return Material Authorization/Order Details
tab, 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
Customer Order/Order Details tab or the
Return Material Authorization/Order Details
tab, 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.