Manage Tax, Purchase Order Line/Manage Tax, Purchase Order Change Order Line
Explanation
Use this function to handle taxes in connection to purchase order line and
purchase order change order line. You can enter tax information directly on the
purchase order line and purchase order change order 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.
Taxes entered on purchase orders are considered estimated
until invoiced and paid.
Prerequisites
- Purchase order or purchase order change header with at least one order line must
exist
in the Purchase Order window or Purchase Order Change Order window.
- The Taxable check box in the purchase order or purchase
order change order 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
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 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 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. Purchase order or purchase order
change order line should not be connected to project activity.
- To receive default tax values for the taxable scenario from the
project 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 project delivery address on the Project/Addresses/Tax
Information tab. Purchase order or purchase
order change order line should be connected to project activity.
- 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. Purchase order or purchase order
change order line should not be connected to project activity.
- To receive default tax values for the taxable scenario from the
project 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 project delivery address on the Project/Addresses/Tax
Information tab. Purchase order or purchase order change order
line must be connected to project activity.
System Effects
- Tax information is entered and connected to a specific purchase order or
purchase order change order 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 purchase
order or purchase order change order line.
- If the Use Price Incl Tax check box is not selected on
the
Purchase Order/Misc
Order Info tab, net amount from purchase order or purchase order change order
line is used as tax base.
- If the Use Price Incl Tax check box is selected on the
Purchase Order/Misc
Order Info tab, gross amount from purchase order or purchase order change
order 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 purchase order or purchase order change order line.
- If the Use Price Incl Tax check box is not selected on
the
Purchase Order/Misc
Order Info tab, gross amount on purchase order or purchase order change order
line is calculated as a sum of net amount and tax amount.
- If the Use Price Incl Tax check box is selected on the
Purchase Order/Misc
Order Info tab, net amount on purchase order or purchase order change order
line is calculated as a difference between gross amount and tax amount.
- If multiple taxes with different tax bases are calculated, gross amount
on purchase order or purchase order change order line is calculated as
a sum of net amount and tax amount.
Window
Purchase Order
Purchase Order Change Order
Related Window Descriptions
Purchase Order/Part Order Lines
Purchase Order/No Part Order Lines
Purchase Order/Rental Part Order Lines
Purchase Order Line Tax Lines
Purchase Order Change Order/Part Order Lines
Purchase Order Change Order/No Part Order Lines
Purchase Order Change Order/Rental Part Order Lines
Purchase Order Line Change Order Tax Lines
Procedure
- Select the purchase order or purchase order change order line whose tax
infromation 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 for the purchase
order line, right-click, point to
Order Line Details and then click Order Line Taxes. The
Purchase Order Line Tax Lines
window opens displaying any existing tax lines for the
purchase order line. If you want to enter more tax codes or change tax codes
for the purchase order change order line, right-click and then select
Order Line
Taxes. The
Purchase Order Line
Change Order Tax Lines
window opens displaying any existing tax lines for the
purchase order change order 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 purchase order or purchase order change order
line.