How are Taxes Calculated?

When you add or save part requirements, Service Logistics calls Pricing to calculate sales prices and taxes.

Specifically, Service Logistics creates sales orders so that the estimated taxes aren't recalculated by Order Management. The official taxes are calculated in Receivables, which uses the tax determinants passed from Service Logistics to Order Management during pricing.

Note:

Service Logistics uses the Get Tax Determinants Tax API (ZxApiPub.getDefaultTaxDetAttribs).

You'll define tax determinants for transactions, exemptions, products, and invoice details that Fusion Tax passes to Pricing.

Tax Determinant Inputs

Tax Determinant	Header/Line	Tax Determinant Inputs
Entity Code	Header	Order
Entity Class Code	Header	SALES_TRANSACTION_TAX_QUOTE
Entity Type Code	Header	ORDER_CREATED
Internal Organization ID	Header	For service request part requirements, the service request business unit is used. For third-party service requests part requirements, the part requirement header business unit is used.
Transaction ID	Header	Debrief Header ID
Transaction Date	Header	System date (today’s date)
Transaction Currency Code	Header	null
Legal Entity	Header	Business unit’s legal entity
Transaction Number	Header	Debrief Header ID
Transaction Business Category	Line	null
Transaction ID and Transaction Line ID	Line	Debrief Header ID
Line Level Action	Line	CREATE
Transaction Line Type	Line	ITEM
Transaction Line Date	Line	System date
Transaction Line Currency Code	Line	null
Line Amount	Line	zero
Unit Price	Line	zero
Transaction Line Quantity	Line	quantity on debrief line
Exemption Control	Line	S (Standard)
Exemption Certificate Number	Line	null
Product ID	Line	Item ID from debrief line (parts, labor, expense, fixed charge)
Product Org ID	Line	From debrief line. Field Service/Third Party Object: Parts: Inventory Organization where parts were used from or to where they were returned. Labor, Expense, Fixed Charges: Cost organization on the Debrief/Charges header.
UOM Code	Line	Debrief line
Ship-to Party ID	Line	Customer from Debrief header
Bill-to Party ID	Line	Customer from Debrief line (or header)
Ship-to Party Site ID	Line	Field Service: Service address from Debrief header
Bill-to Party Site ID	Line	null
Ship-to Account Site Use ID	Line	null (as ship-to account isn't captured)
Bill-to Account Site Use ID	Line	Derived from account and bill-to address (account site) entered on the debrief line (or header) and the usage bill-to.

Example: Tax Determinant Output Passed from Fusion Tax to Pricing

Tax Determinants	Example	Tax Determinant Type
Taxation Country	United States	Transaction
Document Fiscal Classification (Document Subtype), such as accounting, taxable goods, standard taxable services	Document subtype: null (accounting, taxable goods, and standard taxable services)	Transaction
First Party Tax Registration, based on registration type, legal reporting unit, tax regime code, tax	4567890 (registration type, legal reporting unit, tax regime code, and tax)	Transaction
Third Party Registration Number	null	Transaction
Transaction Business Category, such as intercompany transaction, trade management	Sales Transaction (Intercompany, Transaction, Trade Management)	Transaction
Tax Classification Code, such as AT VAT standard rate, AT VAT zero rate	VAT20 (VAT Standard Rate, AT VAT Zero Rate) - appears in Pricing Components UI.	Transaction
User Defined Fiscal Classification	null	Transaction
Tax Exemption, such as standard or exempt	Standard (Standard or Exempt)	Exemption
Tax Exemption Reason Code, such as hospital, manufacturer, resale, education	null (hospital, manufacturer, resale, education)	Exemption
Tax Exemption Certificate Number	null	Exemption
Product Category, such as cargo transport, professional services, services, software maintenance	null (cargo transport, professional services, services, software maintenance)	Product
Product Type, such as goods (parts and fixed charges) or services (labor and expenses)	Goods (parts and fixed charges) or Services (labor and expenses)	Product
Product Fiscal Classification	-	Product
Intended Use	CPO-INTD1	Product
Tax Invoice Number and Date	null	Tax Invoice Details

Note:

Once charges post, they can't be edited.