Enter Customer Order Line Taxes/Handle RMA Line Tax Lines
Explanation
Use this function to handle order line taxes, in connection to customer
orders and return material authorizations. You can add, modify, or remove tax lines.
By clicking Set to 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 order line 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 price in customer currency, multiplied by the quantity displayed on the order line,
is used as a basis for calculation of the sales tax for a line. The calculated
net, tax, and gross amounts are displayed in the fields at the bottom of the
window.
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 on the sales part for a line to be taxed.
- A customer order header with at least one order line must have been entered in
Customer Order.
- If the tax is to be applied to an RMA credit line, a RMA must have been entered and
saved.
System Effects
A tax line is entered and connected to a specific customer order line. The Tax
Lines
check box on the order line is automatically selected when a tax line is saved.
The Tax Liability on the order line will automatically be of type
taxable. The Tax Liability can be manually updated.
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:
- Populate or query for the required customer order.
- Click the Order Lines tab for sales
and Rental Order Lines for rentals.
- Select a customer order line, right-click, point to Order Line
Details and then click Order Line Taxes.
- Enter the appropriate sales tax code, either by entering the short code
or using the List of Values.
- Save the record.
- Repeat steps 3-5 for each tax you want to apply.
Customer order - Edit a tax line:
- Populate or query to select the desired customer order.
- Click the
Order Lines
tab for sales and Rental Order Lines for
rentals.
- Select a customer order line, right-click, point to Order Line Details
and then click Order Line Taxes.
- Edit the appropriate sales tax percent or amount.
- Save the record.
- To retrieve the default tax values, click Set to Default.
- If you want to edit more than one tax line, repeat steps 3 -5.
Customer order - Remove a tax line manually:
- Populate or query to select the desired customer order.
- Click the
Order Lines
tab for sales and Rental Order Lines for
rentals.
- Select the order line related to the tax line you want to remove,
right-click, point to Order Line Details and then click Order Line
Taxes.
- Select the tax line you want to remove.
- Click Remove.
- Save the record.
Return material authorization - Add a tax line:
- Populate or query to select the desired return material authorization.
- Click the
Return Material Lines tab.
- Select an RMA line, right-click, then click RMA Line Tax Lines.
- Enter the appropriate sales tax code, either by entering the short code or using the
List of Values.
- Save the record.
- If more than one tax should be applied, repeat steps 3 -5.
Return material authorization - Remove a tax line:
- Populate or query to select the desired return material authorization.
- Click the
Return Material Lines tab.
- Select the RMA line related to the tax line you want to remove,
right-click, then click RMA Line Tax Lines.
- Select the tax line you want to remove.
- Click Remove.
- Save the record.