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

System Effects

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:

  1. Populate or query to select the required customer order.
  2. Click the Charges tab and select a charge line.
  3. Select the customer order charge line whose tax information you want to add.
  4. 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.
  5. 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.
  6. Save the record.
  7. If you want to enter more tax codes for the customer order charge line, right-click, then click Charge Tax Lines.
  8. 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.
  9. Save the record.

Customer order - Edit a charges tax line manually:

  1. Populate or query to select the required customer order.
  2. Click the Charges tab.
  3. Select a customer order charge line whose tax information you want to edit, right-click, then click Charge Tax Lines.
  4. Edit the appropriate tax code in the Tax Code column, either by entering the short code or using the List of Values.
  5. Save the record.

Customer order - Remove a charges tax line manually:

  1. Populate or query to select the required customer order.
  2. Click the Charges tab.
  3. Select the customer order charge line whose tax information you want to remove, right click, then click Charge Tax Lines.
  4. Select the tax line you want to remove.
  5. Click Remove. Note: You can only remove a tax line when tax calculation structure is not used.
  6. Save the record.

Customer order - Retrieve the default tax values:

  1. Populate or query to select the required customer order.
  2. Click the Charges tab.
  3. Select the customer order charge line, right-click, then click Charge Tax Lines.
  4. Click Set Default.

Return material authorization - Add a charges tax line:

  1. Populate or query to select the required return material authorization.
  2. Click the Credit Charges tab.
  3. Select the RMA charge line whose tax information you want to add.
  4. 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.
  5. 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.
  6. Save the record.
  7. If you want to enter more tax codes for the RMA charge line, right-click, then click RMA Charge Tax Lines.
  8. 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.
  9. Save the record.

Return material authorization - Edit a charges tax line manually:

  1. Populate or query to select the required return material authorization.
  2. Click the Credit Charges tab.
  3. Select the RMA charge line whose tax information you want to edit, right-click, then click RMA Charge Tax Lines.
  4. Edit the appropriate tax code, either by entering the short code or using the List of Values.
  5. Save.

Return material authorization - Remove a charges tax line:

  1. Populate or query to select the required return material authorization.
  2. Click the Credit Charges tab.
  3. Select the RMA charge line whose tax information you want to remove, right click, then click RMA Charge Tax Lines.
  4. Select the tax line you want to remove.
  5. Click Remove. Note: You can only remove a tax line when tax calculation structure is not used.
  6. Save the record.

Return material authorization - Retrieve the default tax values:

  1. Populate or query to select the required return material authorization.
  2. Click the Credit Charges tab.
  3. Select the RMA charge line, right-click, then click RMA Charge Tax Lines.
  4. Click Set Default.