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 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.
3. Select a customer order line, right-click, point to Order Line Details and then click Order Line Taxes.
4. Enter the appropriate sales tax code, either by entering the short code or using the List of Values.
5. Save the record.
6. Repeat steps 3-5 for each tax you want to apply.

Customer order - Edit a tax line:

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

Customer order - Remove a tax line manually:

1. Populate or query to select the desired customer order.
2. Click the Order Lines tab.
3. 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.
4. Select the tax line you want to remove.
5. Click Remove.
6. Save the record.

Return material authorization - Add a tax line:

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

Return material authorization - Remove a tax line:

1. Populate or query to select the desired return material authorization.
2. Click the Return Material Lines tab.
3. Select the RMA line related to the tax line you want to remove, right-click, then click RMA Line Tax Lines.
4. Select the tax line you want to remove.
5. Click Remove.
6. Save the record.