E.2.3.1 Calculate Tax in Customer Service

This topic provides information about calculating applicable taxes during customer service transactions for an account or lease.

1. For the calculation method defined in setup as either Flat Transaction Amount or Percentage of Transaction Amount, the scheduled batch job posts the following type of transactions:

   Table E-12 Type of transactions

   Transaction Code	Batch Job	Transaction
   Bill/Due Date	TXNDDT_BJ_100_01 BILLING/DUE DATES PROCESSING	DDT BILL/DUE DATE
   Late Charge	TXNLTC_BJ_100_01 LATE CHARGE PROCESSING	FLC LATE CHARGE

   • Along with the above transaction, system automatically posts SALES / USE TAX linking transaction to determine and update the tax component separately.
   • For accounts with tax exemption, sales tax will not be calculated and link transaction is not posted.
   • In case of reversal, if the parent transaction is reversed then corresponding child SALES / USE TAX tax transaction will also be reversed.
2. On successfully posting the transaction, the details are updated on to the customer account in Customer Service, click Transaction History. Under Transaction History, click Transactions tab.

   Figure E-7 Transaction History

   
   

   
   Description of "Figure E-7 Transaction History"

   
   
3. For the calculation method defined in setup as Payoff Quote Lease, on posting this transaction system calculates the tax on unpaid Lease Receivables and displays the Sales / Usage Tax due bucket with the total of current outstanding and future dues.

   Figure E-8 Maintenance - SalesTax

   
   

   
   Description of "Figure E-8 Maintenance - SalesTax"