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.