Amending the tax, charge or discount details

This page allows you to amend tax, charges and discount for the line item. Tell me more

Select the “Amend TCD” link at the bottom of the “Amend Quotes” or “Amend Material Cost” page.

The “Amend TCD” page appears.

The system displays the following in the “Repair Order Info” group box.

Repair Order #	The number identifying the repair order.
Amendment #	The number identifying the amendment made.
Repair Order Date	The date on which the amendment of the repair order was made.
Status	The status of the repair order which could be “Amended”.
Repair Shop #	The number identifying the repair shop.
Repair Shop	The name of the repair shop.

Enter the following:

TCD Mode	Use the drop-down list box to amend the mode of TCD. The system provides the option “Document” alone.
	Ensure that the multiline details are displayed if the mode is set to “Material” for the “Material Line Number” selected.
Matl Line #	Use the drop-down list box to amend the line number of the material, which is already created in the “Record Material Cost” page.

Click the “Get Details” pushbutton to retrieve the TCD details for the material line number selected.

Ensure that the “TCD Mode” and “Matl Line #” are not changed after the “Get Details” is retrieved.

The system displays the following:

TCD Value

The value of the TCD. The TCD calculation is applicable, only if the “TCD Mode” is set as “Material”.

This value is calculated as the sum of the TCD amount for each row in the multiline.

Currency

The currency of the repair order.

Enter the following in the “TCD Information” multiline:

Seq #

The sequence number based on which the TCD value would be calculated (Integer). This number should be unique, and should lie between 1 and the number of rows being entered in the multiline. If you leave this field blank, the system generates the sequential number.

TCD #

The code identifying the TCD to be amended, (Alphanumeric, 25). Mandatory. Ensure that this code is already defined in the “Create TCD Code” activity of the “Taxes, Charges and Discounts” business component and must be in “Active” status.

Help facility available.

TCD Variant #

The number identifying the variant of the TCD, (Alphanumeric, 25). Mandatory. Ensure that this code is already defined in the “Create TCD Code” activity of the “Taxes, Charges and Discounts” business component and must be in “Active” status. The variant should be associated to the TCD code.

Note: Ensure that the same set of TCD codes and variants are not repeated in the multiline and. a TCD that is not effective as of the document date is not used..

The system displays the following:

TCD Type	The type of TCD, which could be “Taxes”, “Charges” and “Discounts”.
Basis	The basis of the TCD, which could be “Unit Rate”, “Percentage” and “Flat”.

Note: For a TCD of basis “Percentage”, the TCD must be applicable on basic value or on total value or on any other TCD

Enter the following:

TCD Rate

The rate of the TCD, as defined in the “Create TCD Code” activity of the “Taxes Charges and Discounts” business component. Mandatory.

The system displays the following:

TCD Amount

The amount of the TCD, as defined in the “Create TCD Code” activity of the “Taxes Charges and Discounts” business component.

Enter the following:

Payment Currency	Use the drop-down list box to select the payment currency of the repair order. The system lists the base currency and all the currencies in the “Active” status, which have a conversion factor set for the base currency. The system leaves the field blank by default.
Note: 1) For all the TCD #s of TCD Type “Charge” or “Discount”, the payment currency must be the same as quotation currency. 2) For TCD Type as “Tax”, payment currency can be the same as quotation currency or base currency.
Pay to Supplier #	Use the drop-down list box to select the supplier to whom the payment is to be made. The system lists all the pay to suppliers in “Active” or “Hold Buy” status that are defined for the repair shop on whom the repair order is raised. The system leaves the field blank by default.

Note: The Pay to Supplier numbers are defined in the “Add Location Details” activity of the “Supplier” business component.

The system displays the following:

Supplier Name

The name of the repair shop.

Note: Ensure that atleast one row is selected for process.

Check the box in the “Select” column of the multiline to mark the TCD for deletion, for the material line number selected.
Click the Delete icon in the toolbar above the multiline, to delete the TCD selected in the multiline.
Check the box in the “Select” column of the multiline to mark.

Note: If a GR has already been created for the current amendment number, TCD basis set to “Flat” cannot be deleted.

Click the “Amend TCD” pushbutton to save the details of the TCDs amended.

Note: The system allows you to amend the repair order only during the duration specified in the Price Held Firm Time ensuing the Quotation Date. For example, with a Quotation Date of April 5th and a Price Held Firm Time of four days, the date on which you amend the repair order must lie between April 5th and April 9th.

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

Created by	The name of the user, who created the repair order.
Created Date	The date on which the repair order was created.
Last Modified By	The name of the user, who last modified the repair order.
Last Modified Date	The date on which the repair order was last modified.
Authorized By	The name of the user, who authorized the repair order.
Authorized Date	The date on which the repair order was authorized.

Amending the tax, charge or discount details – An overview

Whenever the material cost is quoted for a repair order, in addition to the quantity and rate, applicable taxes such as duty, sales tax, discount and freight charges has to be specified. All these affect the repair order either positively or negatively. While taxes and charges add to the basic value, discounts reduce the value. The tax, charges and the discount vary from time to time.

TCD Code and TCD variant is defined in the “Create TCD Code” activity of the “Taxes Charges and Discounts” business component. You can enter a value for the TCD rate, only if the TCD basis is “Flat”. You can calculate the TCD value, only if the TCD mode is “Material”.

This page allows you to amend tax, charges and discount for the line item. On selecting the material line number, the system retrieves repair order details such as repair order number, currency of repair order and the TCD value of the repair order. You can amend the TCD code, variant and the rate for TCD for the part. The system stores the login user id and the server date along with the amendment details.

What you can do in this page

Amend the Material Line number to retrieve part details

Calculate the TCD Value

Amend the Material Line number to retrieve part details

You can amend the tax, charges and discount for the part. You can amend the line number of the repair order for which you need to enter the part TCD details.

Set the approprite option in the “Matl Line No” field to amend the line number of the repair order.

Click the “Get Details” pushbutton to retrieve the part details.

Calculate the TCD Value

You can calculate the TCD value, only if the TCD mode is set to material.

Set the mode to “Material” in the “TCD Mode” field.