Working with Tax Product Code Cross References (WTPC)
Purpose: Use this menu option to create a cross reference between a tax product code and an item class, long SKU division, long SKU department, and long SKU class combination.
Avalara Tax Integration: The Avalara AvaTax integration uses the tax product code to determine the tax for a particular product class. If a tax code is not associated with an item, AvaTax assigns a default tax code of U0000000, indicating an unknown tax code. See the Avalara AvaTax Interface and Avalara AvaTax Setup for more information.
Determining a match: In order to be considered a match to a tax product code, the item class, long SKU division, long SKU department, and long SKU class combination values must exactly match the values defined for an item.
Example: The following tax product code cross references are defined.
Item Class |
L/S Division |
L/S Department |
L/S Class |
Tax Product Code |
|
|
100 |
100 |
PG068810 |
|
100 |
100 |
|
PC040111 |
ACC |
|
|
|
PA028802 |
ACC |
100 |
100 |
|
|
ACC |
100 |
100 |
100 |
98922 |
The system assigns the tax product code to each item using the item class, long SKU division, long SKU department, and long SKU class combination to find an exact match to a tax product code cross reference.
Item |
Item Class |
L/S Division |
L/S Dept |
L/S Class |
Results |
A101 |
ACC |
100 |
100 |
200 |
no match found |
A202 |
ACC |
|
100 |
200 |
no match found |
A303 |
|
100 |
100 |
100 |
no match found |
A404 |
ACC |
|
|
|
match to tax product code PA028802 |
A505 |
|
|
100 |
100 |
match to tax product code PG068810 |
In this chapter:
• Work with Tax Product Code Cross Reference Screen
• Create Tax Product Code Cross Reference Screen
Work with Tax Product Code Cross Reference Screen
Purpose: Use this screen to work with tax product code cross references.
How to display this screen: Enter WTPC in the Fast path field at the top of any menu or select Work with Tax Product Code Cross Reference from a menu.
Field |
Description |
Item Class |
A code to identify a group of items, such as computer hardware or computer software. Item Class codes are used as a high-level method to sort and classify inventory. You assign an item class to an item in the Item table (MITM). Enter a valid item class code and select OK to display tax product code cross references that match your entry. Alphanumeric, 3 positions; optional. |
L/S Division |
A code that represents a long SKU division. L/S divisions are used in conjunction with long SKU departments and long SKU classes for reporting purposes and to create a hierarchy within a company or entity. Long SKU division codes are defined in and validated against the L/S Division table (WLDV). Enter a valid long SKU division code and select OK to display tax product code cross references that match your entry. Alphanumeric, 3 positions; optional. |
L/S Department |
A code that represents a long SKU department. L/S departments are used in conjunction with long SKU divisions and long SKU classes for reporting purposes and to create a hierarchy within a company or entity. Long SKU department codes are defined in and validated against the L/S Department table (WLSD). Enter a valid long SKU department code and select OK to display tax product code cross references that match your entry. Alphanumeric, 5 positions; optional. |
L/S Class |
A code that represents a long SKU class. L/S classes are used in conjunction with long SKU departments and long SKU divisions for reporting purposes and to create a hierarchy within a company or entity. Long SKU class codes are defined in and validated against the L/S Class table (WLSC). Enter a valid long SKU class code and select OK to display tax product code cross references that match your entry. Alphanumeric, 4 positions; optional. |
Tax Product Code |
A code used to determine the tax for a particular item. Enter a valid tax product code and select OK to display tax product code cross references that match your entry. Alphanumeric, 24 positions; optional. |
Screen Option |
Procedure |
Create a tax product code cross reference |
Select Create to advance to the Create Tax Product Code Cross Reference Screen. |
Change a tax product code cross reference |
In the Action column, select Change for a tax product code cross reference to advance to the Change Tax Product Code Cross Reference screen. At this screen, you can change the Tax Product Code. See Create Tax Product Code Cross Reference Screen for field descriptions. |
Delete a tax product code cross reference |
In the Action column, select Delete for a tax product code cross reference to delete it. |
Create Tax Product Code Cross Reference Screen
Purpose: Use this screen to create a cross reference between a tax product code and an item class, long SKU division, long SKU department, and long SKU class combination.
How to display this screen: Select Create on the Work with Tax Product Code Cross Reference Screen.
Field |
Description |
Item Class |
A code to identify a group of items, such as computer hardware or computer software. Item Class codes are used as a high-level method to sort and classify inventory. You assign an item class to an item in the Item table (MITM). Item class codes are defined in and validated against the Item Class table; see Working with Item Classes (WICL). Alphanumeric, 3 positions. Create screen: optional. Change screen: display-only. |
L/S Division |
A code that represents a long SKU division. L/S divisions are used in conjunction with long SKU departments and long SKU classes for reporting purposes and to create a hierarchy within a company or entity. Long SKU division codes are defined in and validated against the L/S Division table; see Creating and Maintaining Long SKU Divisions (WLDV). Alphanumeric, 3 positions. Create screen: optional. Change screen: display-only. |
L/S Department |
A code that represents a long SKU department. L/S departments are used in conjunction with long SKU divisions and long SKU classes for reporting purposes and to create a hierarchy within a company or entity. Long SKU department codes are defined in and validated against the L/S Department table; see Working with Long SKU Departments (WLSD). Alphanumeric, 5 positions. Create screen: optional. Change screen: display-only. |
L/S Class |
A code that represents a long SKU class. L/S classes are used in conjunction with long SKU departments and long SKU divisions for reporting purposes and to create a hierarchy within a company or entity. Long SKU class codes are defined in and validated against the L/S Class table; see Working with Long SKU Classes (WLSC). Alphanumeric, 4 positions. Create screen: optional. Change screen: display-only. |
Tax Product Code |
A code used to determine the tax for a particular item. If you use the AvaTax interface, this is a tax code defined in AvaTax. Alphanumeric, 24 positions; required. |
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WTPC OROMS 17.0 2018 OTN