Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and Orders >

Calculating Taxes

If you do not have third-party software to calculate taxes, an end user can enter tax rates manually.

If your Siebel application has been integrated with third-party tax, an end user can use the Calculate Taxes button to determine taxes and insert them in a quote or order. If your application is not integrated with third-party tax software, the end user can enter a tax rate manually.

If a customer is tax exempt, an end user can indicate that on the Payments view tab. Select the Tax Exempt Flag field and enter a reason and tax exempt certification ID.

For customizable products, taxes may be calculated either on the individual components, or on the extended price for the customizable product. The method used is determined through the Product Administration screen.

NOTE:  If you change items or prices in the quote or order, be sure to recalculate the taxes when you are finished.

To calculate taxes by entering a tax rate manually

  1. Navigate to the quote or order with which you want to work.
  2. Click the Payment tab and check the Tax Rate field. If a rate is not yet assigned, click Select and assign the appropriate tax rate.

    3. NOTE:  In a quote, click the Show More button to see the Tax Rate field.

  3. Click the Totals view tab to see the taxes.

To calculate taxes using third-party tax software

  1. Navigate to the quote or order with which you want to work.
  2. Make sure the ship-to address is accurate.

    3. The ship-to address is used by third-party tax software when determining the tax rate. When line items in an order have different ship-to addresses, different tax rates may apply to the line items. For information about entering ship-to information, see Adding Shipping Information.

  3. Click the Totals view tab and in the Totals form click Calculate Taxes.

    4. The tax on the items appears in the Tax field on the Totals form.


 Siebel Order Management Guide 
 Published: 18 April 2003