Tax Generates

Generates are rules used to calculate and post additional charges, such as service charges and taxes, when a particular sales charge transaction code is posted to guest, package or AR ledgers.

Generates can be configured in various ways

• Calculate as a percentage of the charge.

• Post a flat amount each time the charge (any amount) is posted.

• Calculate using a predefined function (Country specific).

• Calculated per tax type, which refer to the specific reservation or profile to determine the generate rule(s) to process.

The Generates Inclusive checkbox on each sales charge transaction code determines if the generated charges are posted additionally and separately to the base charge amount (referred to as Exclusive Tax) , or included in the base charge amount (referred to as Inclusive tax). If a negative charge is posted (for example a rebate), then negative generated charges also post according to the generate rules.

You can setup Generates on a transaction code group, transaction code subgroup or individual sales charge transaction codes. If all charges are subject to the same type of tax at the same tax rate, then the generate can be configured on the transaction group and inherited by all transaction codes linked back to the transaction group via subgroups. If tax only applies to some charges, then the tax generate can be configured on sub-groups or individual transaction codes. When a generate is configured at the group level and a different generate is configured on a subgroup, the transaction codes linked to subgroup inherit both the generates. You can add as many generates to a transaction code, transaction group, or transaction subgroup as necessary. 

Furthermore, you can use the result of one generate calculation as the basis for calculating subsequent generates. For example, assume you want to calculate a tax based on the total that results from the posted charge amount plus a service charge amount. In this scenario, the total posted amount resulting from the addition of the service charge can be stored in a subtotal "bucket" for calculation of the tax. If you plan to use subtotals in this way, the order in which you create generate rules is important to ensure subtotals from one generate calculation are available for the next calculation. Three subtotal "buckets" are available: Subtotal 1, Subtotal 2, and Subtotal 3. To store the result of a generate calculation in one of these buckets for use in a later generate calculation, select the appropriate Subtotal options. The value of a specific Subtotal bucket is cumulative if the following generate calculations also store their results in the same Subtotal bucket. The base amount of the posting is held in each bucket that has been flagged to include the transaction amount. If the bucket has not been flagged to include the transaction amount, the starting amount for that bucket is zero.

When the Advanced Generates OPERA Control is active you can setup  additional options for Generates; such as Days to Stop Posting and Adjustment options.

When the Tax Types OPERA Control is active you setup Generate rules for each tax type specified on profiles or reservations; tax type Generate rules support tax exemption and tax concession.

Note:

You cannot configure Generates for transaction codes linked back to a Transaction Group configured as Payment or the transaction code linked back to a transaction group configured as Wrapper.

• Configuring Generates