Adding the tax, charge details for the issue

This page allows you to add only the tax and charges for the selected issue. Tell me more.

Select the “Enter Tax / Charge Details” link at the bottom of the “Record Shipping Details” page.

The “Tax / Charge Details” page appears.

The system displays the following in the “Issue Information” group box:

Issue #	The number identifying issue.
Status	The status of the issue, which could be “Draft” or “Fresh” or “Confirmed”.
TCD Value	The total TCD amount of the issue.
Base Currency	The base currency of the company as defined in the “Enterprise setup” business component.

Enter the following in the “Issue Information” group box:

T/ C Application	Use the drop-down list box to select the method for applying the taxes and charges. The system lists “By Line” and “By Document”.
	By Line - Adds taxes and charges for the issue line item.
	By Document - Adds taxes and charges for the issue on the whole.

The system displays “By Document” by default.

Click the “Get Details” pushbutton, to retrieve the TCD details.
Enter the following in the “Tax Charge Information” multiline:

TCD #	The code that identifies the tax, charge or discount for the part issued (Alphanumeric, 25). Mandatory. The tax, charge or discount must have been defined in the ”Create TCD Code” activity of the “Tax Charges and Discounts” business component.
	Help facility available.
TC D Variant #	The variant of the standard tax, charge or discount value (Alphanumeric, 25). Mandatory. These variants are mapped to the TCD codes in the “Tax Charges and Discounts” business component.

For example, for sales tax, TCD variants could be “On raw materials”, “On consumable” etc.

Note: TCD Code and the TCD Variant must be in “Active” status. Ensure the TCD code and the TCD variant combination is unique in the multiline.

The system displays the following:

TCD Type	The TCD type, which could be, tax or charge
TCD Basis	The basis of the TCD which could be percentage, unit rate or flat rate.

Enter the following:

TCD Rate

The TCD rate (Decimal). Mandatory.

For example, if the basis is “Flat”, then the flat amount can be entered here. If it is not specified, then the rate specified in the “Tax, Charges and Discounts” business component will be taken for the “TCD #” and the – “TCD Variant #” combination . If the basis is “Percent” or “Unit rate”, the rate entered would be ignored and the rate specified in the “Tax, Charges and Discounts” business component for the “TCD #” and the “ TCD Variant #” combination will only be taken.

The system displays the following:

TCD Amount

The TCD amount. This is calculated by the system as per the rate considered from the ”Taxes Charges and Discount” business component.

Check the box in the “Select” column of the multiline, to select the TCD to be deleted from the issue.
Click the Delete icon in the toolbar above the multiline, to delete the TCD details for the issue.
Click the “Update Tax / Charge Details” pushbutton, to update the tax details of the issue.
The system maintains the account code and the cost center for each of the line item.

The system displays the following in the “Record Statistics” group box:

Last Modified By	The name of the user who last modified the issue.
Last Modified Date	The date on which the issue was last modified.

Note: The system stores the login ID of the user and the modified date with the current server date.

Adding the tax, charge or discount details for the issue– An overview

Whenever a repair order issue or stock transfer issue is raised, in addition to the part details, applicable taxes and charges such as duty, sales tax and freight charges can be specified. The taxes and charges add to the basic value. The tax, charges and the discount (TCD) vary from time to time.

TCD Code and TCD variant are defined in the “Create TCD Code” activity of the “Taxes Charges and Discounts” business component.

This page allows you to add only the tax and charges for the selected issue. The system displays the details such as Issue number and the Base currency of the company. You can enter the code of the TCD, its variant and rate. The system displays the TCD amount, calculated from the “Taxes Charges and Discounts” business component.

The system displays the details such as transfer receipt number and the currency of the issue. You can enter the code of the TCD, its variant and rate. The system displays the TCD amount from the “Taxes Charges and Discounts” business component.

What you can do in this page

Specify taxes and charges for part or issue document

You can specify the line number of the issue for which you need to enter the part TCD details. Tax and charge add to the basic value of the issue.

Set the “T/ C Application” field to “By Line”, if you wish to add TCD to the line number of the issue.
Set the “T/ C Application” field to “By Document”, if you wish to add TCD to the issue on the whole.