Procurement Management

You can set up the company, the branch/plant of the company, the ship-to, and supplier entities to use the alternate tax rate/area assignment functionality. When you add or modify a purchase order with one of these entities, the system:

• Checks whether the alternate tax rate/area assignment functionality is enabled for the company of the branch/plant.

• Verifies that the VAT registration number (Tax ID) exists for the Ship To and Supplier entities.

• Retrieves the purchase order tax rate/area from the alternate tax rate/area assignment setup based on the Branch/Plant, Ship To, and Supplier country codes.

Some programs are affected by the alternate tax rate/area assignment functionality, but are not modified. Those programs are:

• PO Generator (P43011)

• Purchase Order Generator (P43032)

• Quote Order Release (P43360)

• Suggested Reorder Stock Items (P4371)

• Requisition Expeditor (P43E060)

• Voucher Match Automation Driver (R4304010)

• Automation UBE for Automation Rule 01 (R4304016)

• Inbound Batch Purchase Orders (R4311Z1)

• Batch Requisition Consolidation (R43E0600)

This table describes how programs in the JD Edwards EnterpriseOne Procurement Management system use the alternate tax rate/area assignment functionality:

Program	Comments
Purchase Order (P4310)	On the Order Header form, the system: Retrieves the alternate tax rate/area when the business unit that you enter in the Branch/Plant field corresponds to a company for which you have set up the alternate tax rate/area assignment functionality, and the ship-to and supplier specified are also set up to use the functionality. If the company of the branch/plant is not set up to use the alternate tax rate/area assignment functionality, then the system retrieves the tax rate/areas according to the value you set in the Default Tax/Rate Area processing option. Updates the value in the Tax Rate/Area field if you change the Supplier or Ship To values. If you leave the Ship To field blank and then click OK, the system retrieves the ship to value from the branch/plant setup. Recalculates the tax rate/area if you modify the Supplier or the Ship To fields after you manually change the Tax Rate/Area field. Does not update the Tax Rate/Area field if you manually change the Tax Rate/Area value after changing the Supplier or Ship To fields. On the Order Detail form, the system: Retrieves the alternate tax/rate area specified in the header, if you do not enter a tax rate/area for a detail line. Changes the value in the Tax Rate/Area to blank when you change the branch/plant and the new value is associated with a different company. The system then retrieves the appropriate new tax rate/area for the changed value. The system also changes the tax rate/area to blank and retrieves the appropriate new value when you change the Ship To field. Does not update the Tax Rate/Area field for changes in the Branch/Plant or Ship To fields if you manually change the Tax Rate/Area value.
Purchase Order (P4310) (continued)	When you copy a purchase order and have set the Copy Header to Detail processing option to 1, the system shows changes to the Branch/Plant, Ship To, and Supplier header fields if you make changes, and retrieves the alternate tax rate/area if the company of the branch/plant, the ship-to address, and the supplier are set up to do so. When you update header information to the detail, the system retrieves the appropriate tax rate/area if you copy to the detail line only the Ship To field. If you copy both the Ship To and Tax Rate/Area fields, then the system copies the existing values and does not change the tax rate/area.
Purchase Order Workbench (P43101)	On the Purchase Order Workbench form, the system: Retrieves the alternate tax rate/area when the business unit that you enter in the Branch/Plant field corresponds to a company for which you have set up the alternate tax rate/area assignment functionality, and the ship-to and supplier specified are also set up to use the functionality. If the company of the branch/plant is not set up to use the alternate tax rate/area assignment functionality, then the system retrieves the default value. Updates the value in the Tax Rate/Area field if you change the Ship To value. If you leave the Ship To field blank and then click OK, the system retrieves the ship to value from the branch/plant setup. Does not update the Tax Rate/Area field for changes in the Ship To field if you manually change the Tax Rate/Area value. Note that in this application, you cannot change the supplier.
Blanket Order Release (P43060)	On the Order Release form, if you change the values in the Branch/Plant, Ship To, or Supplier fields and the company of the branch/plant is set up to use the alternate tax rate/area assignment functionality, the system retrieves the alternate tax rate/area. If the entities are not set up for the functionality, then the system retrieves the default value.
Voucher Match (P4314)	On the Voucher Match form, the system retrieves the alternate tax rate/area when you complete the Supplier and Branch/Plant fields and the supplier and branch plant are set up to use the alternate tax rate/area assignment functionality. The system completes the Tax Rate/Area of the Line Defaults with the alternate tax rate/area if it is enabled. If the functionality is not enabled, then the system uses the tax rate/area associated with the supplier. The system uses the line default value when you enter additional lines. If no default value exists in the Line Defaults and the line that you enter requires a tax rate/area, the system uses the tax rate/area of the previous line. When you match receipts on the Receipt to Match or Order to Match forms, the system retrieves the tax rate/area from the original lines.
Stocked Item Reorder Point Batch Purchase Order Generator (R437002)	This program retrieves the alternate tax rate/area if the company is set up to use the alternate tax rate/area assignment functionality.