Make Sales Order Tax and Invoice Tax the Same

Use Inventory Management and a scheduled process to make the tax on the sales order the same as the tax on the invoice.

Summary of the Set Up

1. Create the sales order.

2. Manage the item in inventory.

3. Create the invoice.

4. Verify tax on the invoice.

In this example, assume you already set up tax so it defaults to 5%.

Create the Sales Order

1. Go to the Order Management work area and create a sales order.

   Attribute	Value
   Customer	Computer Service and Rentals
   Business Unit	Vision Operations

2. Add an order line.

   Attribute	Value
   Item	AS54888
   Quantity	1
   Amount	2,500

3. Click Actions > Reprice Order.

4. Click the total at the top of the sales order, then notice the tax.

   Attribute	Value
   Total List Price	2,500.00
   Discount	0.00
   Total Net Price	2,500.00
   Shipping	0.00
   Total Tax	125.00 125 is 5% of 2,500.
   Total Credit	0.00
   Pay Now	2,625.00

5. Click Submit, then notice the order number.

   For this example, assume the order number is 526715.

Manage the Item in Inventory

Create Pick Wave

1. Open a window in a different browser.

   You use two browsers in this example. One to manage the sales order as the Order Entry Specialist and another to manage the item in inventory as an administrator.

2. Make sure you have the privileges that you need to manage inventory in the Inventory Management work area.

   For details, see the Inventory Manager chapter in Security Reference for Manufacturing and Supply Chain Materials Management.

3. Go to the Inventory Management work area, and click Tasks.

4. Set Show Tasks to Shipments, then click Create Pick Wave.

5. On the Create Pick Wave page, set the value, then click Release Now.

   Attribute	Value
   Order	526715
   Customer	Computer Service and Rentals

Confirm Pick Slip

1. Click Tasks > Confirm Pick Slips.

2. On the Confirm Pick Slips page, set Saved Searches to Pick Slip.

3. Search for the value.

   Attribute	Value
   Order	526715

4. Click Tasks > Confirm Pick Slips.

5. On the Confirm Pick Slips page, search for the values.

   Attribute	Value
   Order Type	Sales Order
   Order	526715

6. In the search results, click the link in the Pick Slip column.

7. On the Confirm Pick Slip page, click Show More, then note the value for the shipment.

   For this example, assume the shipment is 2381778.

8. Set the values, then click Confirm > Confirm and Close > Done.

   Attribute	Value
   Ready to Confirm	Contains a check mark
   Picked Quantity	1

Manage Shipment

1. On the Inventory Management page, click Tasks > Manage Shipments.

2. On the Manage Shipments page, search for the value.

   Attribute	Value
   Shipment	2381778

3. On the Edit Shipment page, set the value, then click Ship Confirm.

   Attribute	Value
   Shipping Method	Select any value.
   Shipped Quantity	1 Set this value in the Lines area.

4. In the Lines area, verify that the Line Status attribute equals Interfaced.

Create the Invoice

Create the invoice for the sales order.

1. Make sure you have the privileges that you need to administer Order Management.

2. Go to the Scheduled Processes work area, then click Schedule New Process.

3. Run the Import AutoInvoice scheduled process.

   Parameter	Value
   Business Unit	Select the business unit that you set on the sales order, such as Vision Operations.
   Transaction Source	Distributed Order Orchestration
   From Sales Order Number	526715
   To Sales Order Number	526715

   For details, see Update Intercompany Receivables Invoice Import Details.

Verify Tax on the Invoice

1. Go back to the browser you used to create the sales order.

2. Search for your order, then click Actions > Switch to Fulfillment View.

3. On the Order page, click Fulfillment Lines, then click Action > View Fulfillment Details.

4. In the Fulfillment Details dialog that displays, click Billing, then notice the value in the Invoice attribute. For this example, assume the value is 32001.

5. Go to the Billing work area, click Query by Example, then query for the value.

   Attribute	Value
   Transaction Number	32001

6. Click the 32001 link in the Transaction Number column.

7. On the Edit Transaction page, in the General Information area, examine the value.

   Attribute	Value
   Tax	125 This is the value of the tax on the invoice. Notice that this attribute contains the same value that the sales order contains for the tax.

Modify Tax on Invoice

What if the tax on the invoice must be different than the tax on the sales order?

Continuing our example, let's say you need to change the value of the tax invoice from 125 to 130.

1. When you're on the Edit Transaction page, in the General Information area, click the pencil in the Tax attribute.

2. In the dialog that displays, click Actions > Add Row.

3. Select a tax rate or override the tax rate and manually enter your own tax amount.

   For example, select a tax rate, change the value in the Tax Amount attribute to 130, then click Save and Close. Receivables will change tax on the invoice from 125 to 130 but Order Management won't change the tax amount on the sales order.

4. On the Edit Transaction page, click Save and Close.