Tax Generates

Generates automatically calculate additional charges such as service charges and taxes that are auto-posted when you select a particular sales charge transaction code for posting in a guest bill, a package posting, or to an AR invoice. For example, a room charge might always generate a room tax (VAT) charge. The room tax charge can be set up as any of the following:

Percentage of the room charge.
Flat amount posted each time the room charge is posted.
A configurable formula.
An amount based on tax type rules that refer to the specific reservation or profile to determine the charge amount to generate.

The Generates Inclusive Y/N check box on each sales transaction code determines whether the generates are posted separately to the base sale amount or included in the base amount; the options depend on whether amounts are posted inclusive or exclusive of tax and service charges.

You can set up generates for individual transaction codes, all transaction codes within a transaction subgroup, or all transaction codes within a transaction group. If all revenue is subject the same tax and tax rate, the generate can be configured on the transaction groups and inherited by all transactions codes linked to the transaction group via subgroups. If the tax only applies to some revenue, then the tax generate can be configured on sub-groups or individual transaction codes. When a generate is configured at the group level, and a different generate is configured on a subgroup, the transaction codes linked to subgroup will inherit both of the generates.

You can add as many generates to a transaction code, transaction group, or transaction subgroup as necessary. Furthermore, you can use the result of one generate calculation as the basis for calculating subsequent generates; for example, if you want to calculate a tax that is based on the total that results from the posted charge plus a service charge. In this situation, the total posted amount resulting from the addition of the service charge can be stored in a subtotal bucket for calculation of the tax. If you plan to use subtotals in this way, the order in which you create generates is important to ensure subtotals from one generate calculation are available for the next calculation. Three subtotal "buckets" are available: Subtotal 1, Subtotal 2, and Subtotal 3. To store the result of a generate calculation in one of these buckets for use in a later generate calculation, select the appropriate Subtotal check boxes. The value of a specific Subtotal bucket will be cumulative if later generate calculations also store their results in the same Subtotal bucket. The base amount of the posting is held in each bucket flagged to include the transaction amount. If the bucket has not been flagged to include the transaction amount, the starting amount of that bucket is zero.

When assigning a generate to a group or subgroup, the generates will always post for each transaction code within that group or subgroup.

To assign generates to a transaction code group, select Administration > Financials > Transaction Management > Transaction Groups. From the Transaction Codes Groups screen, select the transaction code group to edit or create generates. Select the Edit action and then select New in the Generates panel.
To assign generates to a transaction code subgroup, select Administration > Financials > Transaction Management > Transaction Subgroups. From the Transaction Codes Subgroups screen, select the transaction code subgroup to edit or create generates. Select the Edit action and then select New in the Generates panel.
To assign generates to a transaction code, select Administration > Financials > Transaction Management > Transaction Codes. From the Transaction Codes Setup screen, select the transaction code to edit or create generates. Select the Edit action and then select New in the Generates panel.

Note:

The Generates panel is not enabled for transaction codes that are linked to a Wrapper Group or Payment Group.