Defining Sales Orders Header Tax Information
Prerequisites
To define tax header information for an order:
1. Navigate to the Tax, Total alternative region in the Sales Orders window.
Attention: You can enter the fields in this region only if your setting for the TAX: Allow Override of Tax Code profile option is set to Yes. These fields are updated only when you query or save an order.
2. Select a Tax Handling Status. You can select from the following:
Exempt -- indicates that this order is exempt for a normally taxable customer site and/or item. If you select Exempt, you must enter a reason for exemption.
Require -- indicates that this order is taxable for a normally non-taxable customer and/or item.
Standard -- indicates that taxation 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. Select an existing Certificate number (if you chose Exempt in the Tax Handling field) for the ship-to 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. Select a reason (if you chose Exempt in the Tax Handling field) before booking the order.
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
Taxation and Tax Exemptions in Order Entry/Shipping
Overview of Tax
Defining Receivables QuickCodes
Order Entry/Shipping Profile Options
Overview of Sales Orders
Set up your tax rates and methods. See: Overview of Tax.