User Actions

This table describes how the system retrieves the alternate tax rate/area based on your actions when no errors prevent the system from retrieving the alternate tax rate/area:

User Action

Result

Add header information using the Sales Order Entry program (P4210) or (P42101)

If you do not enter a value for the tax rate/area in the header, when you complete the Ship-to and Branch/Plant fields and then click OK (P4210) or Save and Continue (P42101), the system completes the Tax Rate/Area field with the alternate tax rate/area if the ship-to and branch/plant companies are in the EU. If you change the value in the Ship-To or Branch/Plant fields, the system updates the tax rate/area with the correct tax rate/area based on the new values.

If you manually enter or override the tax rate/area value provided by the system, then the system does not update the tax rate/area if you change the ship-to address or the branch/plant. If you change the ship to or branch/plant after you manually change or override the tax rate/area, the system retrieves the alternate tax rate/area based on the change in values for the ship to and branch/plant.

If the companies of the ship-to address and branch/plant are not in the EU, then the system completes the Tax Rate/Area field with the tax rate/area assigned to the ship-to address if you do not enter a value in the Tax Rate/Area field.

Add or copy detail information using the P4210 or P42101 programs

If you do not enter a value for the tax rate/area in the detail line, the system completes the Tax Rate/Area field with the alternate tax rate/area if the ship-to and branch/plant companies are in the EU. If you change the value in the Ship-To or Branch/Plant fields, the system updates the tax rate/area with the correct tax rate/area based on the new values.

If you manually enter or override the tax rate/area value provided by the system, then the system does not update the tax rate/area if you change the ship-to address or the branch/plant.

If the companies of the ship-to address and branch/plant are not in the EU, then the system completes the Tax Rate/Area field with the tax rate/area assigned to the ship-to address if you do not enter a value in the Tax Rate/Area field.

If you manually override the tax rate/area value provided by the system, then the system does not update the tax rate/area if you change the ship-to address or the branch/plant.

Update an existing record using the SOE-Additional Information form in the P4210 program

If you need to change the values in the Ship-To or Branch/Plant fields in a detail line for an existing record and you use the P4210 program, then you must access the SOE-Additional Information form and make the changes on that form. The Ship-To and Branch/Plant fields on the Sales Order Detail Revisions form do not allow edits. If you change the Ship-To or Branch/Plant fields for a detail line for which the alternate tax rate/area assignment functionality is enabled, the system updates the tax rate/area with the alternate tax rate/area for the new combination of values.

If the alternate tax rate/area assignment functionality is not enabled, then the system updates the tax rate/area with the value associated with the ship-to address.

Update an existing record using the P42101 program

If you do not enter a value for the tax rate/area in the detail line, the system completes the Tax Rate/Area field with the alternate tax rate/area if the ship-to and branch/plant companies are in the EU. If you change the value in the Ship-To or Branch/Plant fields, the system updates the tax rate/area with the correct tax rate/area based on the new values.

If you manually enter or override the tax rate/area value provided by the system, then the system does not update the tax rate/area if you change the ship-to address or the branch/plant.

If the companies of the ship-to address and branch/plant are not in the EU, then the system completes the Tax Rate/Area field with the tax rate/area assigned to the ship-to address if you do not enter a value in the Tax Rate/Area field.

If you manually override the tax rate/area value provided by the system, then the system does not update the tax rate/area if you change the ship-to address or the branch/plant.

Copy header to detail

If the alternate tax rate/area assignment functionality is enabled, the system:

  • Copies the Ship To and Tax Rate/Area values to the detail area if you specify to copy the fields.

  • Copies the value of the tax rate/area if you select to copy the tax rate/area and do not select the ship-to value.

  • Does not copy the value for the ship-to value if you select to copy the ship-to value and do not select to copy the tax rate/area value.

    The system copies the ship-to value only when you also copy the tax rate/area when the alternate tax rate/area assignment functionality is enabled, or when the alternate tax rate/area assignment functionality is not enabled.