1. Tax Processing Implementation Guide
  2. Customer Service Management

Customer Service Management

You can set up these entities to work with the alternate tax rate/area assignment functionality in the JD Edwards Customer 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 customer service transactions or modify entities, the system:

  • Checks whether the alternate tax rate/area assignment functionality is enabled for the company

  • Verifies if the VAT registration number (Tax ID) exists for 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 Customer Service Management system use the alternate tax rate/area assignment functionality:

Program

Comments

Service Contract Revision (P1721)

When adding, copying or modifying a service contract using this application, the system checks the setup information regarding the tax rate/area and also if the alternate tax rate/area assignment functionality is enabled for the company. If it is enabled and applicable based on the information entered either on the header or in the detailed grid for the entities used in this system. These entities are the business unit, the site number and the company (the system populates the company field based on the business unit).

If you change the tax rate/area value on the header area, the system recalculates the applicable tax for all the lines in the detail area.

When you work on the grid, the system checks if the alternate tax rate/area assignment functionality is enabled for the company.

When copying a service contract, if the functionality is enabled and the processing options are set to use the default tax rate/area, the system assigns the alternate tax rate/area if applicable, based on the business unit on header and the site address number.

Note: You can only change the business unit on header if the contract is not billed.

Service Contract Renewal (R1730)

and Service Contract Detail Renewal (R1735)

You can run the Service Contract Renewal program (R1730) to identify the contracts that require contract renewal and to generate those contracts. Use the Service Contract Detail Renewal (R1735) program to review and adjust detail line information for a contract.

Based on the business unit, the system checks the alternate tax rate/area assignment company constant for the corresponding company. If the functionality is enabled, the system retrieves the alternate tax rate/area based on the business unit and site country information. Otherwise, the system retrieves the tax rate/area from the default site setup.

When using the Copy Defaults processing options for these programs, the following rules apply:

  • For changes in the header area:

    • If the functionality is enabled for the company of the new business unit, the system retrieves the alternate tax area according to the new business unit and site on the header area.

    • If the functionality is disabled for the company of the new business unit, the system retrieves the tax rate/area for the site.

  • For changes in the detail area, for each contract line:

    The system uses the original Business Unit to determine the tax rate/area. The business unit is not updated. This means that:

    • If the functionality is enabled for the company of the original business unit, the system retrieves the alternate tax rate/area using the company according to the original business unit in the record and the site country.

    • If the functionality is disabled for the company of the original business unit, the system retrieves the site tax rate/area.

Work Order Revisions (P17714)

You can set up these entities to work with the alternate tax rate/area assignment functionality in the JD Edwards EnterpriseOne Applications Capital Asset Management system:

  • Company from business unit

  • Business unit as origin of the transaction

  • Site address number as destination of the transaction

The system retrieves a default tax rate/area for only work orders with a document type of 05 (service).

You can set a processing option for the Work Orders Revision program (P17714) to specify whether the system verifies that the case number on the work order exists in the Case Master table (F1755). If you enable this option, the program uses the default tax rate/area from the case when the case number is completed. If you leave the processing option blank, then the system retrieves the tax rate/area from the customer or site of the service work order.

If you enable the alternate tax rate/area assignment functionality, the system retrieves values for fields on the Order Detail tab as described in this list:

  • Equipment: When you enter a value in the equipment field, the system retrieves the alternate tax rate area if the values for the site and the tax rate/area are blank. If the customer, site and, tax rate/area are blank, the system completes the site using the asset customer value. In this case the system will retrieve the alternate tax/rate area using the customer of the asset. The system will overwrite the tax rate/area will the alternate tax rate/area.

  • Site Number: If the Customer field is blank, the system retrieves the customer and tax rate/area based on the value in the Site field. If the Customer field is not blank, then the system retrieves the alternate tax rate/area based on the Site.

  • Customer number: If the Site is blank, the copies retrieve the site based on the customer ad default tax rate/area. If the Site is not blank, then the system does not change the tax rate/area.

  • Case Number: If the Site is blank, the system retrieves the alternate tax rate/area.

Work Order Revisions (P17714) (continued)

On the Accounting tab, the system retrieves the alternate tax rate/area is you change the business unit or the subsidiary.

If you change the customer on the Update Customer Information form, the system retrieves the alternate tax/rate area if no errors occur.

If you enable Customer Self Service by setting the processing option in the Work with Work Order program (P48201) to do so, the system retrieves the alternate tax rate/area if the company is set up to use the alternate tax rate/area.

S&WM Work Order Workfile Generation (R1775)

When you run the S&WM Work Order Workfile Generation program, the program retrieves the alternate tax/rate area for accounts payable entries if the company is set up to enable the alternate tax rate/area assignment functionality and the supplier and business unit are set up for the functionality.

If you set the Header Business Unit processing option in the Contract Revisions program (P1721) to use the original contract, the system retrieves the tax rate/area from the original contract header and detail lines. If you set the Header Business Unit processing option to use the site of the customer, then the system retrieves the value for the header business unit from the processing option value, retrieves the company from the business unit value, and retrieves the site from the contract header. For detail lines, the process retrieves the company from the business unit in the processing option, and retrieves the business unit and site from the detail line. For the header and detail information, the system uses the retrieved values to determine the tax rate/area to use.

Manage Service Orders (P90CD002)

When you add a new service order or modify an existing one using this program, the system checks if the alternate tax rate/area assignment functionality is enabled for the company. If the functionality is enabled, the system assigns the tax rate/area for the orders added or modified, based on the combination of site number and business unit countries.