Alternate Tax Rate/Area Assignment Functionality in Contract Billing Lines

See also: Alternate Tax Rate/Area Assignment Functionality in Contracts.

You use the Suppress Tax Information processing option to control whether the Contract Billing Line Details program (P5202) displays tax information for the contract. If you enter 1 to suppress tax information, then the program does not retrieve or display the tax rate/area. If you leave the processing option blank, then the program retrieves the alternate tax rate/area assignment if the company is set up to use the alternate tax rate/area assignment functionality. If the alternate tax rate/area assignment functionality is not set up for the company, then the program retrieves the tax rate/area from the contract header.

You can change the value in the Project/Job field in the detail lines on the Project Billing Line Detail Revisions form. The project or job is a business unit associated with the company. If you change the value for the project/job to a value associated with a different company, for document type R2 only, the system determines whether the new company has the alternate tax rate/area assignment functionality enabled. The system retrieves the tax rate/area value according to these factors:

• If the new company has the alternate tax rate/area assignment functionality enabled, the system retrieves the alternate tax rate/area if all validations succeed.

• If the old company had the functionality enabled and the new company does not, then the system retrieves the tax rate/area from the contract header.

• If both the old and the new company do not have the functionality enabled, then the system retrieves the tax rate/area associated with the project or customer.

Changes that you make to the Customer field in the contract header can affect the values in the detail lines because the alternate tax rate/area that the system retrieves is based on the countries of the project and the customer. If you change the value in the Customer field in the header, then when you click OK, the system uses the company and project in the detail line in conjunction with the value for the customer in the header to determine whether the alternate tax rate/area assignment is enabled and is valid. If the retrieval of the alternate tax/rate area passes validations, then the system updates the detail lines with the appropriate tax rate/area. If the validations fail, then the system displays an error or warning message, as determined by the alternate tax rate/area setup.