Sabrix Version 5.

0 New
Features Overview

Exercise Guide
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Exercise 1.0: Create a Reference List
Create a reference list that includes a list of warehouses as identified by your
ERP system. You will test this reference list later during module two.

Menu Path: Menu  Logic Settings  Reference Lists

Exercise Steps

1. Log in to the class instance using the login and password provided by your
instructor.

2. In the Selected Reference List box, select Add from the Actions menu.

3. Enter the following data. Click Submit when you are finished.

Field Name Data

Name Warehouse ID
Description Warehouse IDs that indicate what house materials
are used in development projects
Start Date 10/01/2007
End Date (blank)

4. In the Selected Reference Values box, select Add from the Actions
menu.

5. Enter the following data. Click Submit when you are finished.

Field Name Data

Value DE01
Start Date 10/01/2007
End Date (blank)

6. Repeat steps 4 and 5 to add the following records. Click Submit when you
are finished.

Field Name Data

Value DE05
Start Date 10/01/2007
End Date (blank)

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Value DE12
Start Date 10/01/2007
End Date (blank)
Value FR10
Start Date 10/01/2007
End Date (blank)
Value ES01
Start Date 10/01/2007
End Date (blank)
Value US09
Start Date 10/01/2007
End Date (blank)

You should now have a reference list with six items. This list will be tested on the
Workbench in the following module.

End of Exercise 1.0

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Exercise 2.0: Create a List Condition
Create a list condition to test if the value of a custom attribute is present in the list
you configured in module one. If the value is present, the rule will specify that the
transaction is taxed at the reduced rate.

Menu Path: Menu  Tax Data  Authorities  Basic (Rules and Rates)

Exercise Steps

1. Verify that the Tax Data Type reads International Tax Data.

2. Enter Germany as the Authority Name and click Search.

3. Select the Germany authority.

4. Click the Rules tab.

5. Select Add from the Actions menu.

6. Enter the following data. Click Submit when you are finished.

Field Name Data

Rule Order 1
Rate Code RR
Start Date 10/01/2007

7. Click the Show Rule Qualifiers link.

8. Select Add from the Actions menu.

9. Enter the following data. Click Submit when you are finished.

Field Name Data

Qualifier Type List Condition
Element INVOICE.USER_ATTRIBUTE.ELEMENT1
Operator EXISTS IN
Reference List WarehouseID
Start Date 10/01/2007

End of Exercise 2.0

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Exercise 2.1: Test a Rule Qualifier on the Workbench
Now, test your rule qualifier on the Sabrix Solution Workbench.

Menu Path (from the current page): Menu  Workbench

Exercise Steps

1. Select Add from the Actions menu.

2. Enter Rule Qualifier – List Condition in Germany as the name and click
Submit.

3. Enter the following data in the Invoice section.

Field Name Data

Invoice Date 10/26/2007
Company Role Seller
Currency Euro

4. Enter the following data in the Lines section.

Field Name Data

Qty 1
Gross Amt 1000

5. Click the Locations tab.

6. Enter the following data for the Ship From address.

Field Name Data

Country DE

7. Enter the following data for the Ship To address.

Field Name Data

Country DE

8. Click the Registrations tab.

9. Enter the following data.

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Field Name Data
Buyer DE111111111
Seller DE999999999

10. Click the Attributes tab.

11. Enter the following data.

Field Name Data

Attribute 1 DE05

12. Click the Results tab. Note that Rule 1 was applied and that the rate is
7%.

13. Select XML Output from the Actions menu.

14. Scroll down and note that the Tax Rate Code is RR (Reduced Rate) as
specified by the rule that was matched by the rule qualifier.

End of Exercise 2.1

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Exercise 3.0: Create a Currency Spec, Authority
Currency Spec and Exchange Rate
Create a currency spec for the Mexican Peso. This is the first step in enabling
currency conversions for the transactions involving the Mexico tax authority.

Menu Path: Menu  Tax Data  Currency Management  Currency Specs

Currency Spec Exercise Steps

1. Select Add from the Actions menu.

2. Enter the following data. Click Submit when you are finished.

Field Name Data

Currency Mexican Peso
Exchange Rate Source NoIntermediateCur
Rounding Rule Round
Rounding Precision 6
Min Accountable Unit .01
Start Date 10/01/2007
End Date (blank)

Now, specify the newly created currency spec as the authority currency for the
Mexican tax authority.

Menu Path: Menu  Tax Data  Authorities  Extended Configuration

Authority Currency Spec Exercise Steps

3. Verify the Tax Data Type reads International Tax Data.

4. Enter Mexico as the Authority Name and click Search.

5. Select the Mexico authority.

6. Click the Currency Specs tab.

7. Select Add from the Actions menu.

8. Enter the following data. Click Submit when you are finished.

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Field Name Data
Currency Mexican Peso
Exchange Rate Source NoIntermediateCur
Default Checked
Rounding Rule Round
Rounding Precision 6
Min Accountable Unit .01
Start Date 10/01/2007
End Date (blank)

Now, create an exchange rate between MXN and USD.

Menu Path (from current page): Menu  Tax Data  Currencies  Exchange
Rates

Exchange Rate Exercise Steps

9. Select NoIntermediateCurrency as the exchange rate source.

10. Select Add from the Actions menu.

11. Enter the following data. Click Submit when you are finished.

Field Name Data

From Currency Mexican Peso
To Currency United States Dollar
Rate 0.09164
From Date 10/01/2007
To Date 10/31/2007
Mirror Exchange Rate Checked

Notice how both MXN  USD and USD  MXN rates were configured due to
the mirrored rate setting.

Now, test your exchange rate on the Sabrix Solution Workbench.

Menu Path: Menu  Workbench

Workbench Exercise Steps

12. Select Add from the Actions menu.

13. Enter Currency – USD in Mexico as the name and click Submit.

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 14. Enter the following data in the Invoice section.

Field Name Data

Invoice Date 10/26/2007
Company Role Seller
Currency United States Dollar

15. Enter the following data in the Lines section.

Field Name Data

Qty 1
Gross Amt 1000

16. Click the Locations tab.

17. Enter the following data for the Ship From address.

Field Name Data

Country MX

18. Enter the following data for the Ship To address.

Field Name Data

Country MX

19. Click the Results tab. Note that the results are shown in U.S. Dollars.

20. Select XML Output from the Actions menu.

21. Scroll down to the <TAX> block. Note the text that shows the conversion
and results both in U.S. and Mexican currencies.

End of Exercise 3.0

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