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PO is created. Here, I have a tax rate defaulting as 10%. I would like to

PO is created.

PO is created. Here, I have a tax rate defaulting as 10%. I would like to
PO is created. Here, I have a tax rate defaulting as 10%. I would like to

Here, I have a tax rate defaulting as 10%. I would like to default a different rate.

Here is the initial setup. Above. First, create the new rate which you are going to

Here is the initial setup. Above.

Here is the initial setup. Above. First, create the new rate which you are going to

First, create the new rate which you are going to default. Apply. Rates are also tax classification codes.

Next, check the application tax options for Purchasing – make sure that ship to location is

Next, check the application tax options for Purchasing – make sure that ship to location is being utilized for defaulting the tax classification code. (Conditional setup – not required)

Next, check the application tax options for Purchasing – make sure that ship to location is

Now, create tax determining factor set. Determining factor and determining factor name are all that are required. Also Give it a name and label.

Next, check the application tax options for Purchasing – make sure that ship to location is

Create the tax condition set – and reference the newly created determining factor set. Choose Continue

Choose the rate that was created earlier. And choose Finish. Choose expert rule entry next to

Choose the rate that was created earlier. And choose Finish.

Choose the rate that was created earlier. And choose Finish. Choose expert rule entry next to

Choose expert rule entry next to Determine tax rate – far right.

Enter rule code and name of choice. Choose tax status code and then choose the determining

Enter rule code and name of choice. Choose tax status code and then choose the determining factor set we had created earlier.

Choose Next.

Enter rule code and name of choice. Choose tax status code and then choose the determining

Choose the tax condition set – and then choose the resulting tax rate you would like to apply. This screen shows the logic – so if tax classification code is MF COL 8% then use the rate of MF COL 8%.

Give the rule order and don’t forget to check enable. Finish. Now, if this tax meets

Give the rule order and don’t forget to check enable. Finish.

Give the rule order and don’t forget to check enable. Finish. Now, if this tax meets

Now, if this tax meets the conditions and is considered – then by default it would use a 10% rate, but if the tax classification code is passed as MF COL 8% - then its going to use 8% rate.

You can actually test the rule – by querying back the PO – then manage tax

You can actually test the rule – by querying back the PO – then manage tax – then choose additional information.

You can actually test the rule – by querying back the PO – then manage tax

Here, you can put in the tax classification code manually – and choose apply.

You can actually test the rule – by querying back the PO – then manage tax

Notice that the rate is now 8%. That is user entered – manual.

However we set up the tax options for purchasing to look at the ship to.

However we set up the tax options for purchasing to look at the ship to. Under

Under setup/organizations/locations – there is a tax code. This is really tax classification code – although it just says tax code. Put in the default tax classification code.

However we set up the tax options for purchasing to look at the ship to. Under

Create a new PO – and then save. Upon saving its going to check application tax options then use the tax classification code on the ship to – pass that to eb tax – and the rule is then going to be used which pulls the rate of 8%.

Here is the result of the new PO. And the new tax classification code defaulted from

Here is the result of the new PO.

Here is the result of the new PO. And the new tax classification code defaulted from

And the new tax classification code defaulted from the DENVER location.

It is also possible to create a rule – under determine tax applicability. The same logic

It is also possible to create a rule – under determine tax applicability. The same logic could be used. For example, you could create a rate of 0 that is titled NOT APPLICABLE. Then create your determining factor set and condition set to use that parameter. Then setup the tax rule on determine tax applicability – and when the tax classification code is NOT APPLICABLE – then the tax is Not Applicable.

It is also possible to create a rule – under determine tax applicability. The same logic

I am showing above – the not applicable. So if I were to continue with this rule – if the tax class defaulted in as MF COL 8% - the tax would be not applicable – so this tax would not even be used. Note, MF COL 8% does not really have a proper name of being not applicable – so that’s why I was saying to create a new tax rate – such as NOT APPLICABLE – to be used.

The tax classification code drops in from supplier/location/item – etc ..

The tax classification code drops in from supplier/location/item – etc .. For item its call input

For item its call input tax classification code- under purchasing. Don’t forget to update the purchasing options in the tax module – to tell it to pull from the item, as we did earlier.