Use this dialog box to view, add, remove, and/or update tax information for customer order line, customer order charge, return material line, return material charge, quotation line, quotation charge and shipment freight charge.
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 Applications 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 Applications. 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
Applications 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
Applications. 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.
Enter customer order
Enter customer order, CTO
Create
customer returns
Enter sales quotation
Enter sales quotation, CTO
Create shipment
Manage Tax, Customer Order Line/Manage Tax, RMA Line
Manage Tax, Customer Order Charge/Manage Tax, RMA Charge
Manage Tax, Sales Quotation Line
Manage Tax, Sales Quotation Charge
Manage Tax, Shipment Freight Charge