Manage Tax, Customer Order Line/Manage Tax, RMA Line

Explanation

Use this function to handle taxes in connection to customer order line and return material authorization line. You can enter tax information directly on the customer order line and return material authorization 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

• If the tax is to be applied to customer order line, customer order header with at least one order line must exist in the Customer Order window.
• If the tax is to be applied to return material authorization line, return material authorization header with at least one return material 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 part or non-inventory sales part, the tax code must be connected to the part. This is done in the Sales Part window and the Non-Inventory Sales Part window, respectively.
• 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 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 Customer Tax under Tax Code Validations, it is mandatory to enter a tax code or a tax calculation structure on order 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 order 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 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.
• Tax amount is calculated for each tax line.
• Tax amount is calculated for order 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 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 Customer Order/Misc Qrder Info tab or the Return Material Authorization/Misc RMA Info tab, net amount on 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 order line is calculated as a sum of net amount and tax amount.
• For customer order, if single occurrence address is used and the tax liability is of tax liability type Taxable , taxes are retrieved according to the customer's delivery address selected prior to selecting single occurrence address.
• For customer order, if single occurrence address is used and the tax liability is of tax liability type Exempt , the tax free tax code is retrieved from the Customer Order/Order Addresses tab.

Window

Customer Order
Return Material Authorization

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Customer Order Line Tax Lines
Return Material Authorization
Return Material Authorization/Return Material Lines
Return Material Line Tax Lines

Procedure

Customer order - Add a tax line manually:

1. Populate or query for the required customer order.
2. Click the Order Lines tab for sales and Rental Order Lines for rentals.
3. Select the customer order 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 line, right-click, point to Order Line Details and then click Order Line Taxes.
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 tax line manually:

1. Populate or query to select the required customer order.
2. Click the Order Lines tab for sales and Rental Order Lines for rentals.
3. Select the customer order line whose tax information you want to edit, right-click, point to Order Line Details and then click Order Line Taxes.
4. Edit the appropriate tax code, either by entering the short code or using the List of Values.
5. Save the record.

Customer order - Remove a tax line manually:

1. Populate or query to select the required customer order.
2. Click the Order Lines tab for sales and Rental Order Lines for rentals.
3. Select the customer order line whose tax information you want to remove, right-click, point to Order Line Details and then click Order Line Taxes.
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 Order Lines tab for sales and Rental Order Lines for rentals.
3. Select the customer order line whose default tax information you want to retrieve, right-click, point to Order Line Details and then click Order Line Taxes.
4. Click Set Default.

Return material authorization - Add a tax line:

1. Populate or query to select the required return material authorization.
2. Click the Return Material Lines tab.
3. Select the RMA 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 line, right-click, then click RMA Line 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 tax line manually:

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

Return material authorization - Remove a tax line:

1. Populate or query to select the required return material authorization.
2. Click the Return Material Lines tab.
3. Select the RMA line whose tax information you want to remove, right-click, then click RMA Line 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 Return Material Lines tab.
3. Select the RMA line, right-click, then click RMA Line Tax Lines.
4. Click Set Default.