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To pass a tax line that refers to another transaction line, enter the Line Transaction Flexfield of the transaction to which you want this tax line to refer. To pass tax lines, RA_INTERFACE_LINES, LINE_TYPE must be set to 'TAX'.
If you want to pass a tax-only line, enter a Line Transaction Flexfield that refers to a 'dummy' line. This 'dummy' line must have a value in RA_INTERFACE_LINES.MEMO_LINE_ID or RA_INTERFACE_LINES.MEMO_LINE_NAME and the memo line must have AR_MEMO_LINES.LINE_TYPE = 'TAX'. In addition, the Quantity, Unit Price, and Amount fields for this line must be null or zero.
Tax lines with precedence numbers can be passed through AutoInvoice by providing a value for the TAX_PRECEDENCE column. For example, to associate 5 tax lines with an invoice line where one line is non-precedent, 2 lines have a precedence of 1, and the remaining 2 are precedence 2. Your interface table values for the line type, tax code, and tax precedence columns would look like this:
LINE_TYPE | TAX_CODE | TAX_PRECEDENCE |
---|---|---|
TAX | CODE1 | null |
TAX | CODE2 | 1 |
TAX | CODE3 | 1 |
TAX | CODE4 | 2 |
TAX | CODE5 | 2 |
Table 1 - 41. (Table 1 of 1) |
Use the table below to see what tax information needs to be passed to the interface tables to achieve the desired results.
Desired Result | Line Type | Tax Code | Tax Rate/Tax Amount | Tax Exempt Flag | Tax Exempt Number | Tax Exempt Reason Code or Meaning | Comments |
---|---|---|---|---|---|---|---|
Receivables should calculate the tax based on the standard tax logic. | Line - No Tax line associated with this line | NULL | NULL | NULL or 'S' | NULL | NULL or 'S' | If you have not passed any tax lines with the invoice lines, and the tax exempt flag is NULL or 'S', Receivables will calculate tax for you. |
You want Receivables to calculate Sales tax, but want to pass additional tax codes. | Tax | Of type VAT or Sales Tax and must be adhoc | Must pass either the tax rate or amount | NULL or 'S' | NULL | NULL | The invoice line will have 2 tax lines. The first will be a location-based tax calculated by Receivables. The second will be the tax line passed through AutoInvoice. |
You want to exempt the invoice line from any taxes and your system option 'Use Customer Exemptions' is set to Yes. | Line | NULL | NULL | 'E' | Pass tax exemption number | Pass reason for exemption | If the tax exemption number does not exist on file, Receivables will create an unapproved exemption. There will be no tax calculated on this invoice line. |
You want to enforce tax on an invoice line, even if any exemptions exist on the file. | Line | NULL | NULL | 'R' | NULL | NULL | Receivables calculates tax as per its standard logic, ignoring any exemptions. |
Table 1 - 42. (Table 1 of 1) |
AutoInvoice uses the following hierarchy when deriving the tax rate:
Importing Invoice Information into Receivables Using AutoInvoice
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