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:
|