Manage Tax, Instant Invoice Line

Explanation

Use this activity to handle taxes in connection to an instant invoice line. You can enter tax information directly on the instant invoice line or work with multiple taxes in the tax lines dialog. If you enter a tax calculation structure on the invoice line, you can work with multiple taxes with different tax base amounts. Tax lines can only be entered/modified as long as the invoice is in status Preliminary. Regardless status, it is not possible to remove or enter new tax lines if tax calculation structure is entered on the invoice line. Default tax information can be retrieved by using the Set Default option.

The calculated gross, net and tax amounts are displayed in the fields at the bottom of the window.

If the Transaction Level check box is selected in the Company/Tax Control/General tab under Tax Code Validations for Customer Tax, it is mandatory to enter a tax code on the invoice line.

Prerequisites

System Effects

Window

Instant Invoice

Related Window Descriptions

Instant Invoice

Procedure

To add, remove and/or update the tax details manually:

  1. Open Instant Invoice. Click the Lines tab.
  2. Select an Invoice Line, Right-click and click Tax Lines. The Instant Invoice Tax Lines dialog appears.
  3. Review any tax lines that were created automatically.
  4. Enter tax line information or change or remove existing information. Note: If a Tax Calculation Structure is entered on the invoice line, is it only possible to change tax codes on existing tax lines. It is not possible to remove tax lines, or enter new tax lines.
  5. If you need to retrieve the default tax values based on the tax setup on sales object and/or customer address, click Set Default.
  6. Save the information.