The Enter Customer IPD Tax Information activity is used to enter tax information to be used in the inter-site order functionality. This refers to when the customer orders goods from one site, ordering site, and an internal purchase order is sent to another site, supplying site, requesting goods to be sent directly to the customer. IPD refers to the applicable supply code used on the customer order line in this scenario, which is expressed as Internal Purchase Direct, shortened as IPD.
When ordering and supplying site belong to different companies, this implies that an invoice will be created in the supplying company to be sent to the ordering company, but the goods will be delivered directly to the end customer. Within the European Community (EC), the tax information to be applied in such a scenario is determined by considering in which countries the end customer, ordering company and supplying company are situated, as this has an impact whether or not VAT will be charged. If VAT is not to be charged, and this refers to a delivery within EC, it is required to also quote a VAT Number to be entered as Tax ID Number. Also it is required to enter a Tax Free Tax Code when VAT will not be charged.
The IPD tax information can be entered both in Customer/Address/Tax Information tab as well as in Customer/Invoice tab. The difference being that in Customer/Address/Tax Information tab, the tax information is entered for a specific customer address ID, whereas in Customer/Invoice tab, the tax information is entered for a specific delivery address country. Even though two different tabs exist to handle IPD Tax Information, it will not be required to enter data in both tabs. If you have several defined Address ID for a Customer, it will still be enough to just enter information in the IPD Tax Information tab for the applicable delivery address countries. When using a single occurrence address in the customer order, information can only be handled in the Customer/Invoice tab.
This activity requires that information has been added in Customer/Address and Customer/Invoice tabs. The tax codes must have been defined in the Tax Codes windows in IFS/Accounting Rules and the tax liability information in the Tax Liability window of IFS/Enterprise. The IPD Tax Information tab is enabled independent of tax regime, but the information entered will only be used for supplying companies using a VAT tax regime.
Inter-site order functionality must have been set up with sites belonging to different companies.
When releasing a customer order with supply code Internal Purchase Direct in the ordering company, the system will first check if there exists IPD tax information in Customer/Address/Tax Information tab for the applicable customer address ID and the supplying company. If not, the system will continue to check for information in Customer/Invoice tab for the applicable delivery address country. When using a single occurrence address, the system will directly check the Customer/Invoice tab for the delivery address country.
If the tax regime of the supplying company is VAT, the system will retrieve the information from IPD Tax Information tab to the internal purchase order line and display the information in the Purchase Order Line Address dialog. The information will then be included in the ORDERS message sent to the internal supplier, and eventually be used in the internal customer order line and invoice created in the supplying company.
Customer, Customer/Address/Tax Information/IPD Tax Information, Customer/Invoice/IPD Tax Information
In the IPD Tax Information tab:
In the IPD Tax Information tab: