This appendix contains the following topics:
Many programs and reports that include or calculate taxes are impacted by the alternate tax rate/area assignment functionality. This appendix includes a brief description of programs impacted when you have set up companies to use the alternate tax rate/area assignment functionality.
See Section 3.8, "Setting Up Alternate Tax Rate/Area Assignment Functionality (Release 9.1 Update)".
You can set up the company, the supplier address number and the business unit to use the alternate tax rate/area assignment functionality. When you work with vouchers using one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the business unit and the supplier.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the business unit and supplier country codes.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
Voucher JE Redistribution (P042002)
Update Store and Forward Records (R0041Z1)
Store and Forward Voucher Batch (R04110Z2)
Batch Voucher Processor (R04110ZA)
Inbound AP Claim Program (R04110ZB)
Calculate Withholding (R04580)
Recycle Recurring Vouchers (R48101)
This table describes how programs in the JD Edwards EnterpriseOne Accounts Payable system use the alternate tax rate/area assignment functionality:
See Also: For voucher processing, see "Alternate Tax Rate/Area Assignment Functionality" and "Understanding the Edit/Create Voucher Program" in the JD Edwards EnterpriseOne Applications Accounts Payable Implementation Guide. For batch voucher processing, see "Alternate Tax Rate/Area Assignment Functionality" in the JD Edwards EnterpriseOne Applications Accounts Payable Implementation Guide. |
You can set up the company, the customer and the business unit to use the alternate tax rate/area assignment functionality when the company, the customer and the business unit involved in a transaction are in the European Union. When you work with invoices using these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the business unit and the customer.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the business unit and customer country codes.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
A/R Finance Charge Journal (R03B22)
AR/AP Netting (P03B455)
Convert Unapplied Receipts to Credit Memos (R03B620)
Credit Reimbursement (R03B610)
Draft Entry (P03B602)
Invoice Batch Purge (R03B11Z1P)
Invoice Batch Revisions (R03B11Z1A)
Recycle Recurring Invoices (R03B8101)
Speed Invoice Entry (P03B11SI)
Standard Receipt Entry (P03B102)
This table describes how programs in the JD Edwards EnterpriseOne Accounts Receivable system use the alternate tax rate/area assignment functionality:
See Also: In the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide:"Alternate Tax Rate/Area Assignment Functionality in the Speed Status Change Program". "Alternate Tax Rate/Area Assignment Functionality in the Batch Invoice Revisions Program". "Alternate Tax Rate/Area Assignment Functionality in Batch Invoice Processing". |
The programs in the JD Edwards EnterpriseOne Expense Management do not retrieve an alternate tax rate/area. Instead, programs in this system use the tax rate/areas from the Expense Report Detail table (F20112) or from the employee record.
You can set up these entities to work with the alternate tax rate/area assignment functionality in the JD Edwards Service Management system:
Company (from Business Unit).
Business unit (as origin of transaction).
Site address number (as destination of the sale).
When you work with service transactions or modify entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the origin and destination entities.
Verifies that the country codes are valid.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the origin and destination country codes.
This table describes how programs in the JD Edwards EnterpriseOne Service Management system use the alternate tax rate/area assignment functionality:
See Also: |
You can set up the company, the responsible business unit and the site address number to use the alternate tax rate/area assignment functionality.
When you work with cases to track the resolution of problems using these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the Business Unit and the Site.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the Business Unit/Site country codes.
This section describes how programs in the JD Edwards EnterpriseOne Case Management system use the alternate tax rate/area assignment functionality:
You use the Case Entry form (P90CG501) to add a case
You use Speed Case Entry (P90CG601) to add a case with the minimum amount of detail.
You use the Case Entry Add Mode (P90CG504) to modify a case.
Note: The program Case Entry Add Mode (P90CG504) is affected by the alternate tax rate/area assignment functionality, but is not modified. |
When you work with these programs, the system checks the tax rate/area information in the Billing Information form. You can change the tax area from this form on the Pricing Info tab and you can change the entity Responsible Business Unit on the Customer Info tab.
When you use one of these programs to create or modify a case, the system checks if the alternate tax rate/area assignment functionality is enabled for the company. If the functionality is enabled, the system retrieves the tax rate/area for the cases added or modified, based on the combination of business unit and site countries.
If you receive an error message, you can cancel the action and manually change the tax rate/area. If you manually change the tax rate/area, then the system does not overwrite the value you enter.
You can set up the contract billing system to use the alternate tax rate/area assignment functionality by using the following entities:
Company of business unit
Project/Job (origin of the transaction)
Customer (destination of transaction)
When you enter a contract, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the origin and destination sites.
Verifies that the country codes are valid.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the origin and destination country codes.
This table describes how programs in the JD Edwards EnterpriseOne Contract Billing system use the alternate tax rate/area assignment functionality:
See Also: In the JD Edwards EnterpriseOne Applications Contract and Service Billing Implementation Guide:"Alternate Tax Rate/Area Assignment Functionality in Contracts" "Alternate Tax Rate/Area Assignment Functionality in Contract Billing Lines" "Alternate Tax Rate/Area Assignment Functionality in the Contract Workfile" |
You can set up the company, the business unit, and customer to use the alternate tax rate/area assignment functionality. When you add or modify a sales order with one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the Business Unit and the Customer.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the Business Unit/Customer country codes.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
Voucher generation (R48122)
Service Billing Invoice Generation (P48121)
Create AR Entries (R48199)
Journal Edit Register (R48300)
Invoice Generation (R48121)
Billing Vouchers AP/GL (R48197)
This table describes how programs in the JD Edwards EnterpriseOne Service Billing system use the alternate tax rate/area assignment functionality:
See Also: In the JD Edwards EnterpriseOne Applications Contract and Service Billing Implementation Guide:"Alternate Tax Rate/Area Assignment Functionality in Contracts" "Alternate Tax Rate/Area Assignment Functionality in Contract Billing Lines" "Alternate Tax Rate/Area Assignment Functionality in the Contract Workfile" |
You can set up the company, branch/plant, and supplier entities to use the alternate tax rate/area assignment functionality. When you add or modify records in the JD Edwards EnterpriseOne Grower Management system with one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the branch/plant and supplier entities.
Retrieves the tax rate/area from the alternate tax rate/area assignment setup based on the company, branch/plant, and supplier country codes.
(Release 9.1 Update) Some programs are affected by the alternate tax rate/area assignment functionality. Programs that are affected either display the tax amounts or include other amounts that include the tax amount.Affected programs are:
Grower Harvest and Weigh Tag Receipt (P40G30)
Final Settlement (P40G310A)
Proceed Payments (P40G95)
Price Review (P40G200)
Assessments/Donations Subform (P40G30SF)
Settlement by Contract (P40G310)
View Weigh Tags (P40G33)
Final Settlement Statement (R40G400)
This table describes the programs in which you can use the alternate tax rate/area assignment functionality in the JD Edwards EnterpriseOne Grower Management system.
See Also: |
You can set up these entities to work with the alternate tax rate/area assignment functionality in the JD Edwards EnterpriseOne Homebuilder Management
Company
Lot Number / Community (Entity 1)
Subcontractor / Supplier (Entity 2)
When you work with transactions for which the entities involved have the functionality enabled, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for entities 1 and 2.
Retrieves the tax rate/area for the transaction from the alternate tax rate/area assignment setup based on entities 1 and 2.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
Option Master Maintenance (P44H401)
Base House Cost by Plan (R44H6003)
Option Cost Analysis by Community (R44H6004)
Simulated Take Off List (R44H6005)
Option Cost Analysis by Option (R44H6006)
Lot Start Workfile Generation File (R44H700)
Sales Management (P44H500)
This table lists the programs in the JD Edwards EnterpriseOne Homebuilder Management system that use the alternate tax rate/area assignment functionality.
See Also: In the JD Edwards EnterpriseOne Applications Homebuilder Management Implementation Guide:"Understanding Alternate Tax Rate/Area Assignments for Bid Contracts and Takeoffs" "Alternate Tax Rate/Areas for Supplier TBD Assignments" "Alternate Tax Rate/Area Assignments in Extra Purchase Orders" |
You can set up the company, the branch/plant of the company, the ship-to, and supplier entities to use the alternate tax rate/area assignment functionality. When you add or modify a purchase order with one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company of the branch/plant.
Verifies that the VAT registration number (Tax ID) exists for the Ship To and Supplier entities.
Retrieves the purchase order tax rate/area from the alternate tax rate/area assignment setup based on the Branch/Plant, Ship To, and Supplier country codes.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
PO Generator (P43011)
Purchase Order Generator (P43032)
Quote Order Release (P43360)
Suggested Reorder Stock Items (P4371)
Requisition Expeditor (P43E060)
Voucher Match Automation Driver (R4304010)
Automation UBE for Automation Rule 01 (R4304016)
Inbound Batch Purchase Orders (R4311Z1)
Batch Requisition Consolidation (R43E0600)
This table describes how programs in the JD Edwards EnterpriseOne Procurement Management system use the alternate tax rate/area assignment functionality:
See Also: In the JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide:"Alternate Tax Rate/Area Assignment Functionality for Purchase Order Headers" "Alternate Tax Rate/Area Assignment Functionality in Purchase Order Detail Lines" "Alternate Tax Rate/Area Assignment Functionality in the Purchase Order Workbench Program" "Alternate Tax Rate/Area Assignment Functionality in the Voucher Match Program" "Alternate Tax Rate/Area Assignment Functionality for Blanket Order Releases" |
You can work with the Project and Government Contract Revisions program (P52G01M) to enter and edit contracts for government projects.
When you change the project/job or customer for a contract, or when you add or change an invoice for a contract when the company of the project is set up to use the alternate tax rate/area assignment functionality:
If the project number is blank, the system retrieves the tax rate/area associated with the customer.
If the project number is not blank, the system retrieves the alternate tax rate/area.
If you manually change the value for the tax rate/area for a contract or invoice, then the system does not update the tax rate/area when you update fields that affect the tax rate/area.
If the alternate tax rate/area assignment functionality is not enabled for the company of the contract and invoice, then the system retrieves the tax rate/area associated with the customer.
When you add or change a funding level, you cannot change the company. If the alternate tax rate/area assignment functionality is enabled for the company, the system retrieves the alternate tax rate/area. If the alternate tax rate/area assignment functionality is not enabled for the company, then the system retrieves the tax rate/area associated with the customer. If you manually change the value for the tax rate/area, then the system does not update the tax rate/area when you update fields that affect the tax rate/area.
You can set up the building company, tenant, and building entities to use the alternate tax rate/area assignment functionality in the JD Edwards EnterpriseOne Real Estate Management system. When you add or modify a transaction with one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company of the building.
Verifies that the VAT registration number (Tax ID) exists for the tenant and building entities.
Retrieves the tax rate/area for the transaction from the alternate tax rate/area assignment setup based on the tenant and building country codes.
If you receive a warning message because the alternate tax rate/area is not set up correctly, the system retrieves tax rate/area based on the tenant. If an error message appears, the system does not retrieve any tax rate/area. For both warning and error messages, you can manually enter a tax rate/area to override the warning or errors. If you manually enter a tax rate/area, then the system does not validate the tax rate/area and will not overwrite it.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
Revenue Fee Generation (R15105)
Fee and Interest Generation (R15160)
Security Deposit Maintenance (P1565)
Fee and Interest Generation (R15160)
Security Deposit Refund Generation (R15655)
G/L Transaction Generation (R15199)
Edit Register (R15300)
This table describes how programs in the JD Edwards EnterpriseOne Real Estate Management system that use the alternate tax rate/area assignment functionality:
You can set up the company, the branch/plant, and ship-to entities to use the alternate tax rate/area assignment functionality. When you add or modify a sales order with one of these entities, the system:
Checks whether the alternate tax rate/area assignment functionality is enabled for the company.
Verifies that the VAT registration number (Tax ID) exists for the Branch/Plant and Ship To entities.
Retrieves the sales order tax rate/area from the alternate tax rate/area assignment setup based on the Branch/Plant and Ship To country codes.
Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:
Recurring Orders (P4004Z)
Sales Blanket Order Release (P420111)
Self Service - Sales Order Inquiry (P4210SS)
Print Invoices (R42565)
Sales Update (R42800)
Generate Rebate Claims (R42770)
EDI Inbound Purchase Order Chance (R47131)
EDI Inbound Purchase Order Edit/Create (R47011)
EDI Request for Quote Edit/Create (R47091)
Recurring Orders Edit and Creation (R40211Z)
Create Intercompany Sales Order (R4210IC)
Inbound EDI P.O. Change Inquiry (P47130)
Inbound EDI Request for Quote Inquiry and Create (P47091)
EDI Inbound Order Inquiry (P47010)
This table describes how programs in the JD Edwards EnterpriseOne Sales Order Processing system use the alternate tax rate/area assignment functionality:
See Also: |
You can set up the company, the branch/plant, and carrier entities to use the alternate tax rate/area assignment functionality.
This table lists the programs in the JD Edwards EnterpriseOne Transportation Management system that use the alternate tax rate/area assignment functionality.
See Also: In the JD Edwards EnterpriseOne Applications Transportation Management Implementation Guide:"Alternate Tax Rate/Area Assignment in the Shipment/Load Charges Revision Program" . "Alternate Tax Rate/Area Assignment Functionality in the Freight Update and Report Program". |
You can set up the company, the site, or both the company and site to use the alternate tax rate/area assignment functionality. You can also use the alternate tax rate/area assignment functionality for work orders in the JD Edwards EnterpriseOne Capital Asset Management system.
See Also: "Alternate Tax Rate/Area Assignment Functionality in Work Order Mass Updates" in the JD Edwards EnterpriseOne Applications Work Orders Implementation Guide. |