1. Tax Processing Implementation Guide
  2. Sales Order Management

Sales Order Management

You can set up the company, the branch/plant, and ship-to entities to use the alternate tax rate/area assignment functionality. When you add or modify a sales order with one of 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 Branch/Plant and Ship To entities.

  • Retrieves the sales order tax rate/area from the alternate tax rate/area assignment setup based on the Branch/Plant and Ship To country codes.

Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:

  • Recurring Orders (P4004Z)

  • Sales Blanket Order Release (P420111)

  • Self Service - Sales Order Inquiry (P4210SS)

  • Print Invoices (R42565)

  • Sales Update (R42800)

  • Generate Rebate Claims (R42770)

  • EDI Inbound Purchase Order Chance (R47131)

  • EDI Inbound Purchase Order Edit/Create (R47011)

  • EDI Request for Quote Edit/Create (R47091)

  • Recurring Orders Edit and Creation (R40211Z)

  • Create Intercompany Sales Order (R4210IC)

  • Inbound EDI P.O. Change Inquiry (P47130)

  • Inbound EDI Request for Quote Inquiry and Create (P47091)

  • EDI Inbound Order Inquiry (P47010)

This table describes how programs in the JD Edwards EnterpriseOne Sales Order Processing system use the alternate tax rate/area assignment functionality:

Program

Comments

Sales Order Entry (P4210)

If the alternate tax rate/area assignment functionality is enabled, these features apply:

  • In the Sales Order Header, the system completes the Tax Area/Code field with the alternate tax rate/area when you click OK if you did not manually enter a value.

    If you change the value in the Branch/Plant or Ship To fields in the Sales Order Headers the system changes the value in the Tax Area/Code field to blank.

    When you work with a detail line, the system retrieves the alternate tax rate/area for the Ship To address and branch/plant when you add or copy a detail line. If you do not change the Ship To address or branch/plant, the system uses the tax rate/area from the sales order header when you add a detail line. The system uses the tax rate/area of the line that you copy when you copy a detail line.

  • If at least one company is set up to use the alternate tax rate/area assignment functionality, then the system includes the Branch/Plant field on the Sale Order Entry – Additional Information form. If you change the value in the Branch/Plant or Ship To fields, then the system updates the Tax Rate/Area field. If you manually change the Tax Rate/Area field, the system uses the value that you enter and does not update it if you change the Branch/Plant or Ship To fields.

  • When you copy header to detail information, the system copies the Ship To and Tax Rate/Area if the Ship to field is selected and the alternate tax rate/area assignment functionality is enabled. If you select the Tax Rate/Area to copy and do not select the Ship To field, the system copies the Tax Rate/Area. If you select only the Ship To field to copy and do not select the Tax Rate/Area, the system updates the Ship To information only when the alternate tax rate/area assignment functionality is not enabled.

Sales Order Workbench (P42101)

If the alternate tax rate/area assignment functionality is enabled, these features apply:

  • In the Order Header Revisions form, the system assigns the alternate tax rate/area according to the values of the Branch/Plant, Ship To and the Company defined by the Branch/Plant. If you manually change the tax rate/area, the system does not assign or update the tax rate/area.

  • When you work with a detail line, the system retrieves the alternate tax rate/area for the Ship To address and branch/plant when you add or copy a detail line. If you do not change the Ship To address or the branch/plant, the system uses the tax rate/area from the sales order header when you add a detail line. The system uses the tax rate/area of the line that you copy when you copy a detail line.

  • When you copy header to detail information, the system copies the Ship To and Tax Rate/Area if the Ship to field is selected and the alternate tax rate/area assignment functionality is enabled. If you select the Tax Rate/Area to copy and do not select the Ship To field, the system copies the Tax Rate/Area from the header. If you select only the Ship To field to copy and do not select the Tax Rate/Area, the system updates the Tax Rate/Area of the line with the alternate tax rate/area if the functionality is enabled.

Manual Fulfillment (P4277701/05)

If the alternate tax rate/area assignment functionality is enabled for the Company and you change u the Branch/Plant on the grid or by using the Change Branch Plant button, the process recalculates the tax.

If the tax rate/area changes and the order has taxed unit prices enabled, the system recalculates the tax based on the new tax rate/area.

Ship and Debit Claims (P4576)

This program uses the alternate tax rate/area assignment functionality if the Apply Tax to Voucher processing options is set to 1 and the item for the selected document is taxable.

If the alternate tax rate/area assignment functionality is enabled for the Company, the documents to be generated will use the alternate tax rate/area assignment for the Branch/Plant and Supplier.