Defining Return Header Tax Information
To define the tax status of a return:
1. Navigate to the Tax, Total header alternative region in the Returns window.
Attention: This tax information is only transferred to Oracle Receivables for return lines that do not have a reference to a sales order, purchase order, or invoice, and if the order cycle for this return includes the Receivables Interface cycle action. You can only enter the fields in this region if the TAX: Allow Override of Customer Exemptions profile option is set to Yes.
2. Select a Tax Control Status:
Exempt: Indicates that return lines without reference information are exempt for a normally taxable customer site and/or item. If you select Exempt, you must enter a certificate number and reason.
Require: Indicates that return lines without reference information are taxable for a normally non-taxable customer and/or item.
Standard: Indicates that taxation for return lines without reference information should be based on existing exemption rules. If the customer has a tax exemption defined, Oracle Order Entry/Shipping displays any certificate number and reason for the exemption in the corresponding fields.
3. Enter an existing certificate number (if you chose Exempt in the Tax Control Status field) for the receive-from customer, or enter a new, unapproved exemption certificate number.
Unapproved exemption certificate numbers can be approved using the Tax Exemptions window. If you chose Standard in the Tax field, an existing exemption rule may display a certificate number in this field.
4. Enter a reason (if you chose Exempt in the Tax Control Status field) before booking the return.
You can define tax exemption reasons in the Receivables QuickCodes window. If you chose Standard in the Tax field, an existing exemption rule may display a reason in this field.
See Also
Overview of Tax
Defining Receivables QuickCodes
Order Entry/Shipping Profile Options
Overview of Returns
