Troubleshoot Tax Set Up
Troubleshoot problems that happen with your tax setup for Order Management.
Trouble |
Shoot |
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My sales order doesn't include any tax. |
A variety of incorrect setups might cause this problem. Here are some set ups you can examine.
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I need to change the tax rate on my sales order starting on a specific date. For example, my local taxing authority changes their tax rate from 7% to 7.5% on October 9, 2020. I use the Manage Configuration Owner Tax Options page to add a new Tax Classification Code with a rate of 7.5%, however, I have a sales order that I already submitted with the 7% rate. |
If your sales order.
The tax amount on a sales order is only an estimate, and Order Management doesn't send it to Receivables for invoicing. The tax that Receivables uses depends on the tax effective dates, how you set up your tax classification code, and other attributes that affect tax. |
Tax Determinants
Troubleshoot problems with tax determinants. To set them, you create a sales order in the Order Management work area, add an order line, click the Actions down arrow on the order line, then click Edit Tax Determinants.
Trouble |
Shoot |
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The Product Type attribute in the Edit Tax Determinants dialog has a value that doesn't match the item. For example, the item is the AS54888 Desktop Computer, which is a Goods, but the Product Type attribute contains Services. |
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I set the Tax Classification Code to a different value and click OK, but the exclusive tax on the sales order doesn't change. |
Assume you set the Business Unit to Vision Operations on the sales order. Try this.
For details, see Configure Tax Calculation and Accounting. |
I see that the Tax Classification Code attribute contains a value, then submit the order. Sometime later, I create a return for the order, but now the Tax Classification Code is empty. |
Order Management uses different lookups for the Tax Classification Code. It uses.
Try this.
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I need to calculate tax for an order line that has a value of zero in the Amount attribute on the line, or I need to calculate tax according to some value other than what I have in the Amount attribute. For example, the Amount attribute contains $35, but I need to assess tax on a value of $30. How do I do this? |
Try this.
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