Manage Tax, Order Quotation Line
Explanation
Use this function to handle taxes in connection to order quotation line. You can enter tax information directly
on the order quotation 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.
Prerequisites
- Order quotation header with at least one order quotation line must exist in the Order Quotation page.
- The Taxable option in the order quotation 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 order quotation lines
this is done on the Company/Tax Control/Supply Chain tab in section Procurement.
- 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 order quotation 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/Invoice/Tax Information
tab. To receive default tax values for no part order quotation 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/Invoice/Tax Information 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 not be
enabled 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.
- 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 order lines this is
done on the Company/Tax Control/Supply Chain tab in section Procurement.
- 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 not be
enabled 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.
System Effects
- Tax information is entered and connected to a specific order quotation line or no part order quotation 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 in section
Supplier Tax Code Validations, it is mandatory to enter a tax code or a tax calculation
structure on the order quotation line or no part order quotation line.
- If the Use Price Incl Tax option is not enabled on the line, net amount from order quotation
line or no part order quotation line is used as tax base.
- If the Use Price Incl Tax option is enabled on the line, gross amount from order quotation
line or no part order quotation 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 order quotation line
or no part order quotation line.
- If the Use Price Incl Tax option is not enabled on the line, gross amount on order quotation
line or no part order quotation 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 order quotation line
or no part order quotation line is calculated as a difference between gross amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount on order quotation line or no part
order quotation 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