Enter Customer Order Charge Taxes/Handle RMA Charge Tax Lines

Explanation

Use this function to handle charge tax lines, in connection with customer orders and return material authorizations. You can add, modify, or remove tax lines. By clicking Set Default, you can retrieve the default tax values entered for the specific customer address.

This activity also enables you to work with multiple sales tax codes, i.e., to compose the total charge tax amount by combining several different tax codes. The possible combinations of tax codes (such as Sales Tax or VAT, or a combination thereof) are determined by the Tax Regime used by the customer. You can add a new tax line and modify or remove an existing line.

The charge amount in customer currency, multiplied by the quantity displayed on the charge line, is used as a basis for calculation of the sales tax for a line.

Prerequisites

• The correct Tax Regime for the company must have been defined in Company/Invoice/Tax Information.
• The tax codes to be applied must have been entered and defined for the company used. This is done in the Tax Codes window.
• To receive default tax values, the Tax Regime for the customer must have been defined in the Customer/Address/Delivery Tax Information tab.
• The tax code must be connected to the customer's delivery address in the Customer/Address/Delivery Tax Information/Supply Country/Taxes tab.
• The Taxable check box must be selected in the Sales Charge Type window for a charge to be taxed.
• A customer order header must have been entered in Customer Order.
• If the tax should be connected to a specific charge line, this charge line must previously have been entered in the Customer Order window.
• If the tax is to be applied to an RMA credit charge, a RMA must have been entered and saved.

System Effects

As a result of this activity:

• A tax line is entered and connected to a specific customer order charge. The Tax Lines check box on the charge line is automatically selected when a tax line is saved.
• The Tax Liability on the charge line will automatically be of type taxable.

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 desired customer order.
2. Click the Charges tab and select a charge line.
3. Enter the appropriate sales tax code in the Tax Code column, either by entering the short code or using the List of Values.
4. Save the record.
5. If more than one tax should be applied, select a customer order line, right-click, then click Charge Tax Lines.
6. Enter the appropriate sales tax code, either by entering the short code or using the List of Values.
7. Save the record.
8. Repeat steps 5-7 for each tax you want to apply.

Customer order - Edit a charges tax line:

1. Populate or query to select the desired customer order.
2. Click the Charges tab.
3. Select a customer order line, right-click, then click Charge Tax Lines.
4. Edit the appropriate sales tax percent or amount.
5. Save the record.
6. To retrieve the default tax values, click Set Default.
7. If you want to edit more than one tax line, repeat steps 3 -5.

Customer order - Remove a charges tax line manually:

1. Populate or query to select the desired customer order.
2. Click the Charges tab.
3. Select the charge line related to the tax line to be removed, right click, then click Charge Tax Lines.
4. Select the tax line you want to remove.
5. Click Remove.
6. Save.

Return material authorization - Add a charges tax line:

1. Populate or query to select the desired return material authorization.
2. Click the Credit Charges tab.
3. Select an RMA charge line, right-click, then click RMA Charge Tax Lines.
4. Enter the appropriate sales tax code, either by entering the short code or using the List of Values.
5. Save.
6. If more than one tax should be applied, repeat steps 3 -5.

Return material authorization - Remove a charges tax line:

1. Populate or query to select the desired return material authorization.
2. Click the Credit Charges tab.
3. Select the RMA charge line related to the tax line to be removed, right click, then click RMA Charge Tax Lines.
4. Select the tax line you want to remove.
5. Click Remove.
6. Save.