Setting Up Hierarchies for Tax Benefit Codes

State

Select a value from 00/S UDC to specify the Brazilian state (UF) for which this tax benefit mapping should apply.

ICMS Tax Situation

Select a value from 76/ST UDC to specify the ICMS CST code for the fiscal benefit scenario.

Transaction Nature

Enter a three-character code that identifies the transaction type for tax purposes. Use the X.YY convention for transaction nature codes, where X indicates the transaction origin (inbound or outbound) and YY identifies the transaction as a whole, such as a sales transaction.

Values for X are:

1: Inbound, inside the state

2: Inbound, other states

3: Inbound, import

5: Outbound, inside state

6: Outbound, other states

7: Outbound, export

Examples of transaction nature codes include:

511: In-state sale

611: Out-of-state sale

Suffix Transaction Nature

Enter a value to complete this two-character field in conjunction with the transaction nature code to identify the complementary implications of a transaction type. For example, the suffix might indicate that a certain type of transaction represents an inventory change, or that a transaction is eligible for a certain type of tax.Values might include:

01: Bonus

02: Demo

03: Sample

04: Return merchandise

05: Back order

06: Donation

Examples of transaction nature codes with suffixes include:

511 01: In-state sale, bonus

511 05: In-state sale, back order

Ship To

Enter an address book number that corresponds to the Ship To address number that is used in the sales order cycle.

Item Number

Enter a number that the system assigns to an item.

Fiscal Classification

Specify the fiscal classification associated with the item or transaction.

Tax Benefit Code

Select the Tax Benefit Code to use for this rule from the master list.

Effective Date

Enter the date from which the rule is active.

Expiration Date

Enter the date through which the rule remains active.