CRM - Case Management

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.