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 window.
- The Taxable check box in the order quotation line must be
selected.
- The tax codes to be applied must have been defined for the company used.
This is done in the Tax Codes window.
- 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 window. For no part order
quotation
lines this is done on the Company/Tax
Control/Sales and Procurement tab under Purchasing.
- 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 window. 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 check box must be selected
on the Supplier/Address/Delivery
Tax Information tab 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 check box
must not be selected 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 window. For no part order
lines this is done on the Company/Tax
Control/Sales and Procurement tab under Purchasing.
- The tax calculation structure to be applied must have been defined
for the company used. This is done in the Tax
Calculation Structure window.
- 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 check box
must be selected on the Supplier/Address/Delivery
Tax Information tab 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 check box
must not be selected 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 check box is not selected and single tax code is displayed in the Tax Code column on the line. If multiple taxes are calculated, the Multiple Tax Lines check box is selected 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 check box is selected on the
Company/Tax Control/General tab under
Supplier Tax under 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 check box is not selected 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 check box is selected 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 check box is not selected 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 check box is selected 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 box, in which you can enter price and tax
information
Window
Order Quotation
Order Quotation Approval
Order Quotation Approvals
Related Window Descriptions
Order Quotation
Order Quotation Approval
Order Quotation Tax Lines
Procedure
Order quotation part lines
- Select the order quotation line whose tax information you want to view.
- If you want to use single tax code, enter the appropriate tax code in the
Tax Code
column, either by entering the short code or using the
List of Values.
- If you want to use tax calculation structure, enter the appropriate tax
calculation structure in the Tax Calculation Structure
column, either by entering the short code or using the
List of Values.
- Save the record.
- If you want to enter more tax codes or change tax codes, right-click, click
Quotation Tax Lines. The
Order Quotation Line Tax Lines
window opens, displaying any existing tax lines for the order
quotation line.
- To add a new tax line, click New, and then click List and
select a tax code. Note: You can only add a new tax line when tax calculation
structure is not used.
- To edit a tax line, select a tax line and enter the appropriate tax code
in the Tax Code
column, either by entering the short code or using the
List of Values.
- To remove a tax line, select the tax line and then click Remove.
Note: You can only remove a tax line when tax calculation structure is not
used.
- To receive default tax information, click Set Defaultt.
- Click Save to save and close the window. The resulting amounts
will be transferred to the order
quotation line.