Manage Tax, Customer Order Charge/Manage Tax, RMA Charge
Explanation
Use this function to handle taxes in connection to customer order charge and
return material authorization charge. You can enter tax information directly on
the customer order charge and return material authorization charge 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
- If the tax is to be applied to customer order charge line, customer
order header with at least one charge line must exist in
the
Customer Order window.
- If the tax is to be applied to return material authorization charge
line, return material
authorization header with at least one credit charge line must have been
entered in the Return Material Authorization
window.
- 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
- To receive default tax values from the sales charge type, the tax code must be connected to the
charge. This is done in the Sales Charge Type window.
- To receive default tax values from the taxable customer address, the tax
liability must be of tax liability type Taxable and one or more tax
codes must be connected to the customer's delivery address on the
Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
- To receive default tax values from the exempt customer address, the tax
liability must be of tax liability type Exempt and one or more tax
codes must be connected to the customer's delivery address on the
Customer/Address/Delivery Tax Information/Supply Country/Tax
Free Tax Codes tab.
- To calculate multiple taxes with different tax base amounts
- 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 from the taxable customer address, the tax liability must be of tax liability type
Taxable and the tax calculation structure must be connected to
the customer's delivery address on the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
System Effects
- Tax information is entered and connected to a specific charge
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
Customer Tax under Tax Code Validations, it
is mandatory to enter a tax code or a tax calculation structure on charge line.
- If the Use Price Incl Tax check box is not selected on
the
Customer Order/Misc Qrder Info tab or the
Return Material Authorization/Misc RMA Info
tab, net amount from charge
line is used as tax base.
- If the Use Price Incl Tax check box is selected on the
Customer Order/Misc Qrder Info tab or the
Return Material Authorization/Misc RMA Info
tab, gross amount from
the charge 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.
- Tax amount is calculated for each tax line.
- Tax amount is calculated for charge line.
- If the Use Price Incl Tax check box is not selected on
the
on the Customer Order/Misc Qrder Info tab or
the Return Material Authorization/Misc RMA Info
tab, gross amount on charge line is calculated as a sum of net amount and tax amount.
- If the Use Price Incl Tax check box is selected on the
Customer Order/Misc Qrder Info tab or the
Return Material Authorization/Misc RMA Info
tab, net amount on charge line is calculated as a difference between gross amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount
on charge line is calculated as
a sum of net amount and tax amount.
Window
Customer Order
Return Material
Authorization
Related Window Descriptions
Customer Order
Customer Order/Charge
Customer Order Charge Tax Lines
Return Material Authorization
Return Material Authorization/Credit Charges
Return Material Charge Tax Lines
Procedure
Customer order - Add a charges tax line manually:
- Populate or query to select the required customer
order.
- Click the
Charges tab and select a charge
line.
- Select the customer order charge line whose tax information you want to
add.
- 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 for the customer order charge line,
right-click, then click Charge Tax Lines.
- Enter the appropriate tax code, either by
entering the short code or using the List of Values. Note: You can only add
a new tax line when tax calculation structure is not used.
- Save the record.
Customer order - Edit a charges tax line manually:
- Populate or query to select the required customer order.
- Click the
Charges tab.
- Select a customer order charge line whose tax information you want to edit, right-click, then click Charge Tax
Lines.
- Edit the appropriate tax code in the Tax Code
column, either by entering the short code or using the List of Values.
- Save the record.
Customer order - Remove a charges tax line manually:
- Populate or query to select the required customer order.
- Click the
Charges tab.
- Select the customer order charge line whose tax information you want to
remove, right click,
then click Charge Tax Lines.
- Select the tax line you want to remove.
- Click Remove. Note: You can only remove a tax line when tax
calculation structure is not used.
- Save the record.
Customer order - Retrieve the default tax values:
- Populate or query to select the required customer order.
- Click the
Charges tab.
- Select the customer order charge line, right-click, then click Charge Tax
Lines.
- Click Set Default.
Return material authorization - Add a charges tax line:
- Populate or query to select the required return material authorization.
- Click the
Credit Charges tab.
- Select the RMA charge line whose tax information you want to add.
- 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 for the RMA charge line, right-click, then click RMA Charge Tax Lines.
- Enter the appropriate tax code, either by entering the short code or using the
List of Values. Note: You can only add a new tax line when tax calculation
structure is not used.
- Save the record.
Return material authorization - Edit a charges tax line manually:
- Populate or query to select the required return material authorization.
- Click the
Credit Charges tab.
- Select the RMA charge line whose tax information you want to edit, right-click, then click RMA Charge Tax Lines.
- Edit the appropriate tax code, either by entering the short code or using the
List of Values.
- Save.
Return material authorization - Remove a charges tax line:
- Populate or query to select the required return material authorization.
- Click the
Credit Charges tab.
- Select the RMA charge line whose tax information you want to remove, right
click, then click RMA
Charge Tax Lines.
- Select the tax line you want to remove.
- Click Remove. Note: You can only remove a tax line when tax
calculation structure is not used.
- Save the record.
Return material authorization - Retrieve the default tax values:
- Populate or query to select the required return material authorization.
- Click the
Credit Charges tab.
- Select the RMA charge line, right-click, then click RMA Charge Tax Lines.
- Click Set Default.