Send Tax to Tax Interface as Quote Not Invoice (L11)

Purpose: Use this screen to indicate whether the BILL_ASYNC job should send a tax interface request with a request_type of QUOTATION or INVOICE if you use the generic tax interface.

Yes/No field: Select this field if you want billing to send a tax interface request with a request_type of QUOTATION, rather than INVOICE.

Note: Billing checks the setting of this system control value only if the Use Generic Tax XML Interface (J10) system control value is selected.

Quotation vs. invoice: Until you bill a shipment or credit, the tax totals on the order might change; so, during order entry, order maintenance, and pick slip preparation, the system sends a QUOTATION request. Sending the INVOICE tax interface request indicates that the tax totals in the response message will be billed.

You might select this system control value if you use Vertex or Avalara AvaTax to calculate tax for orders from multiple channels, and want all invoice request messages to flow to the tax system through a single channel for auditing purposes.

Leave this field unselected if you want to send an INVOICE tax interface request during billing, or if you do not use the generic tax interface.

Tax override? The system generates a DISTRIBUTETAX request rather than an INVOICE at billing if:

• you create an order through the order API and the CWOrderIn message specifies a tax override

• the Send Tax to Tax Interface as Quote Not Invoice (L11) system control value is unselected

In this situation, the system does not send a quote at order creation or pick slip generation for the tax override; however, if the system requires a tax calculation for any other items or charges on the order, it generates a QUOTE request at order creation and pick slip generation, and an INVOICE request at billing for these items or charges.

Request type summary:

Tax calculated or overridden:

Send Tax to Tax Interface as Quote Not Invoice (L11) setting:

selected:

unselected:

calculated

QUOTE (order creation, pick slip generation, and billing)

QUOTE (order creation, pick slip generation)

INVOICE (billing)

overridden

DISTRIBUTETAX (billing only)

IN03_02 OROMS 17.0 2018 OTN