11 Item Fiscal Reclassification

Item reclassification changes an item's foundation fiscal attributes. This update is necessary when there is a change in an item classification by the government or special tributary legislation to specific item class.

This change in item fiscal attributes can leverage item tax calculation. So a tax call happens, recalculating all taxes for this item. However, it is possible to set up the system to make a tax call only to some item fiscal attributes.

The Item Reclassification process is flexible, because it is possible to reclassify just one item or a set of items at the same time. This set can be grouped by location, supplier, merchandise hierarchy, item list or common item fiscal attribute.

Item Reclassification Configuration

In the Item Reclassification Configuration window, a user can define which Item fiscal attributes will be displayed in the Item Reclassification Maintenance screen and which one will call a tax engine to update fiscal taxes.

Item Reclassification Lot Maintenance

In the Item Reclassification Configuration window, a user can maintain (include/change/view) item reclassification change lots. Each lot contains one or more item reclassifications.

Users can combine filters on the top to find a specific lot.

Table 11-1 Fields in the Fiscal Attributes Lot Maintenance

Field	Description
Item	Field for free insertion, or selection through the "List of Items" to search lots with this item.
Country	Field for free insertion, or selection through the "List of Countries", the country related to the item for which you want to search. Note: The system should always automatically load, by default, the Country of the item defined in the location.
Type	Field for selecting, through a list of values, the type of entity (Location or Supplier Site) for which you want to search.
Sub Type	Field for selecting, through a list of values, the sub type of entity (Store or Virtual Warehouse) for which you want to search. Note: This field should only be enabled if the Location option has been selected in the Type field.
ID	Field for free insertion, or selection through the "List of Supplier Sites" or "List of Locations" (depending on the selection made in the Type field) of the entity for which you want to search.
Lot ID	Field for free insertion, or selection through the "List of Lots" component, of the number of the Lot to be consulted.
Status	Field for selecting, through a list of values, the status of the Lot (New, Processing, In Queue, Processed with Errors, Processed Successfully or Canceled).
From Create Date	Field for free insertion, or selection through the "Date Entry" component, of the initial date of creation of the change lot to be consulted. Note: The system should always load SYSDATE automatically, by default.
To Create Date	Field for free insertion, or selection through the "Date Entry" component, of the final date of creation of the Lot to be consulted. Note: The system should always automatically load, by default, SYSDATE.
Active Date	Field for free insertion, or selection through the "Data Entry" component, of the activation date of the lot to be consulted.
Create User	Field for free insertion, or selection through the "List of User Ids" component, of the user responsible for creating the lot to be consulted.
Lot ID	Lot ID
Status	Lot status.
Active Date	Defines the date of activation of the change (registration and reclassification). It must be after the VDate + X days, defined in the System Options.
Processed Date	Lot processing date.
Create Date	Lot creation date.
Create User	Lot creation user
Online	Indicates whether the change in fiscal attribute should occur immediately, without being linked to the reclassification. The use of this flag is subject to a System Option.
Bulk	Indicates whether the change batch handles bulk change.

Click OK to save the changes.

The other options available on the window includes:

Click Add to add a new lot in the multi-record block.
Click Detail to open Fiscal Attribute Maintenance window.
Click View Error to open a window to see error message of lot with status = error.
Click Delete to delete the selected row from the multi-record block.
Click Cancel to not save the changes that it is entered.

Item Reclassification Maintenance

The Item Reclassification Maintenance is used to make a reclassification of item or group of item. User can verify current fiscal attribute and define new value.

Table 11-2 Fields in Fiscal Attributes Maintenance

Field	Description
Lot ID	Field for free insertion, or selection through the "List of Items" to search lots with this item.
Item	Field for free insertion, or selection through the "List of Countries", the country related to the item for which you want to search. Note: The system should always automatically load, by default, the Country of the item defined in the location.
Item List	Field for selecting, through a list of values, the type of entity (Location or Supplier Site) for which you want to search.
Division	Field for selecting, through a list of values, the sub type of entity (Store or Virtual Warehouse) for which you want to search. Note: This field should only be enabled if the Location option has been selected in the Type field.
Group	Field for free insertion, or selection through the "List of Supplier Sites" or "List of Locations" (depending on the selection made in the Type field) of the entity for which you want to search.
Department	Field for free insertion, or selection through the "List of Lots" component, of the number of the Lot to be consulted.
Class	Field for selecting, through a list of values, the status of the Lot (New, Processing, In Queue, Processed with Errors, Processed Successfully or Canceled).
Subclass	Field for free insertion, or selection through the "Date Entry" component, of the initial date of creation of the change lot to be consulted. Note: The system should always load SYSDATE automatically, by default.
Group	Field for free insertion, or selection through the "Date Entry" component, of the final date of creation of the Lot to be consulted. Note: The system should always automatically load, by default, SYSDATE.
Attribute	Field for free insertion, or selection through the "Data Entry" component, of the activation date of the lot to be consulted.
Value	Field for free insertion, or selection through the "List of User Ids" component, of the user responsible for creating the lot to be consulted.
Type	Lot ID
Sub Type	Lot status.
Id	Defines the date of activation of the change (registration and reclassification). It must be after the VDate + X days, defined in the System Options.

Table 11-3 Available Data in "Item/Country" Items Results Grid (to Left)

Field	Description
Checkbox	Flag that indicates that a change in the value of the tax attribute was made for the item. In a list of several items, it informs the user which items have already been treated.
Item	Item Code that met the selection criteria defined for creating the change batch.
Description	Description of the Items that met the selection criteria defined for the creation of the change batch.

Table 11-4 Available Data in "Item/Country" Items Results Grid (to Right)

Field	Description
Attribute	Attributes related to the item selected in the results grid (left).
OLD Value	Current values (before the change) of the attributes related to the item selected in the results grid (on the left).
New value	New values (after the change) of the attributes related to the item selected in the results grid (on the left). This value can be overlaid using the "Apply" button (below the grid). The "Apply" button must work together with the other two fields that are on the left: In the first, the user must select the attribute to change, and in the second, through free insertion, selection through component, or list of values (as provided for in the LFAS), you must define the new attribute value.
Reclass	Flag that identifies whether the change in the attribute will require a tax reclassification

Table 11-5 Available Data in "Item/supplier" Supplier Results Grid (to Left)

Field	Description
Item	Item code previously selected in the "Item/Country" tab.
Description	Description of the item previously selected in the "Item/Country" tab.
Checkbox	Informative flag that indicates that a change in the value of the tax attribute was made for that particular supplier. In a list of several suppliers, it is used to let the user know which suppliers have already been treated.
Supplier	Code of suppliers that are associated with the item previously selected in the "Item/Country" tab.
Description	Corporate name of suppliers that are associated with the item previously selected in the "Item/Country" tab.

Table 11-6 Available Data in "Item/supplier" Supplier Results Grid (to Right)

Field	Description
Attribute	Attributes related to the supplier selected in the results grid (left).
OLD Value	Current values (before the change) of the attributes related to the selected supplier in the results grid (on the left).
NEW Value	New values (after the change) of the attributes related to the supplier selected in the results grid (on the left). This value can be overlaid using the "Apply" button (below the grid). The "Apply" button must work together with the other two fields that are on the left: In the first, the user must select the attribute that he wants to change, and in the second, through free insertion, selection through component, or list of values (* as provided for in the LFAS), you must define the new attribute value.
Reclass	Informative flag that identifies whether the change in the attribute will require or not a tax reclassification.

Table 11-7 Available Data in "Item/location" Supplier Results Grid (to Left)

Field	Description
Item	Item code previously selected in the "Item/Country" tab.
Description	Description of the item previously selected in the "Item/Country" tab.
Checkbox	Informative flag that indicates that a change in the value of the tax attribute was made for that particular location. In a list of several locations, it serves to let the user know which locations have already been treated
Location	Code of the locations that are associated with the item previously selected in the "Item/Country" tab.
Location Type	Type of locations (Store / Warehouse) that are associated with the item previously selected in the "Item/Country" tab.
Description	Corporate name of the locations that are associated with the item previously selected in the "Item/Country" tab.

Table 11-8 Available Data in "Item/location" Supplier Results Grid (to Right)

Field	Description
Attribute	Attributes related to the location selected in the results grid (left).
OLD Value	Current values (before the change) of the attributes related to the selected supplier in the results grid (on the left).
NEW Value	New values (after the change) of the attributes related to the supplier selected in the results grid (on the left). This value can be overlaid using the "Apply" button (below the grid). The "Apply" button must work together with the other two fields that are on the left: In the first, the user must select the attribute that he wants to change, and in the second, through free insertion, selection through component, or list of values (* as provided for in the LFAS), you must define the new attribute value.
Reclass	Informative flag that identifies whether the change in the attribute will require a tax reclassification.

Click OK to save the changes.

The other options available on the window includes:

Click OK + Repeat to confirm maintenance actions and continue in the same screen to create a new lot.
Click Cancel to not save the changes that it is entered and exit current screen.