Adding the tax, charge and discount details for the quotation line item

This page allows you to add TCD rate for the quotation line item. Tell me more.

Select the “Edit Part TCD Details” link at the bottom of the “Create Quotation", “Edit Quotation”, “Edit Terms & Conditions” or “Edit Schedule and Distribution” page.

The “Edit Part TCD Details” page appears.

The system displays the following.

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default

The system displays the following in the “Quotation Details” group box.

Quotation #	The number identifying the quotation.
Amendment #	The number identifying the amended quotation.
Status	The status of the quotation. You cannot modify details in this page, if the status is “Open”, “Amended” or “Partially Amended".

Enter the following in the “Part Details” group box.

Quotation Line #

Use the drop-down list box to select the line number of the part for which the TCD details must be specified. All the line numbers of the quotation are available for selection in the ascending order.

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

The system displays the following details of the selected line number:

Part #	The number identifying the part, whose schedule type is “Multiple”.
Part Description	The textual description pertaining to the part. Zoom facility available.
Condition	The condition of the part, which could be new, new surplus, overhaul, serviceable and unserviceable.
Ship To	The organization unit to which the part has to be supplied.
Quoted Qty	The quoted quantity of the part to be purchased.
UOM	The unit of measurement in which the part is quoted.
Basic Value	The basic value of the quotation.
TCD Total Amount	The total amount of tax, charge or discount at the document level.

Enter the following in the "Part TCD Details” multiline.

TCD Sequence

The sequence in which the TCD # is displayed in the multiline. (Integer).

TCD #

The code that identifies a Tax / Charge / Discount for an item quoted (Alphanumeric, 25). Mandatory. The TCD code must have been defined in the ”Taxes, Charges and Discounts” business component.

Help facility available.

TCD Variant #

The code that identifies the standard tax, charge or discount value, which is the variant of the specified TCD code (Alphanumeric, 25). Mandatory. These variants are mapped to the TCD codes.

Note: TCD Code and the TCD Variant must be in “Active” status.

Note: Ensure that the TCD is effective on the current date i.e., 'Effective from' date should be lesser than or equal to the Current date and 'Effective to' date should be greater than or equal to the Current date.

The system displays the following in the "Part TCD Details” multiline.

TCD Type	The TCD type, which could be, “Tax”, “Charge” or “Discount”.
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 “Percentage”, then the percentage value, say, 16 or 15 must be entered here.

Note: If the TCD code is entered, then TCD variant and TCD rate is mandatory.

The system displays the following.

TCD Amount	The total amount of tax, charge or discount of all the line numbers. This field is calculated by the system from the “Taxes, Charges and Discounts” business component.
Enter the following:
Currency	The currency in which the quotation is raised. (Alphanumeric, 20). Help facility available.
The system displays the following:
TCD Description	A textual description of the tax, charge and discount.

Check the box in the “Select” column of the multiline, to mark the TCD for deletion, for the quotation line item.

Click the Delete icon in the tool bar above the multiline, to delete the selected TCD for the line item.

Click the “Edit Part TCD Details” pushbutton, to update the TCD details for the quotation line item.

The system updates the last modified by with the login ID of the user and the modified date with the current server date.

Create By	The name of the user who created the quotation.
Created Date	The date on which the quotation was created.
Last Modified By	The name of the person who last modified the quotation.
Last Modified Date	The date on which the quotation was last modified.

To proceed, carry out the following

Select the “Edit Document TCD Details” link at the bottom of the page, to add tax, charges and discount for the quotation on the whole.

Select the “Edit Quantity Price Break Details” link at the bottom of the page, to enter the cost details of the part for the quotation.

Select the “Edit Quality Attributes” link at the bottom of the page, to enter the quality attribute details.

Adding the tax, charge and discount details for the quotation line item – An overview

Whenever the quotation is released, in addition to the quantity and rate, TCD code, TCD variant code, the type of the TCD, rate of TCD, TCD basis and the TCD amount can be specified. While taxes and charges add to the value, discounts reduce the value. The tax, charges and the discount (TCD) vary from time to time.

This page allows you to add TCD rate for the quotation line item. On selecting the quotation line number, the system retrieves part details such as part description, condition of the part, and the basis. You can enter 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 modification details.

Note: You can enter a value for the TCD rate, only if the TCD basis is “Flat”.

Prerequisite

Create TCD Code” activity in the “Tax Charges and Discounts” business component.

What you can do in this page

Specify TCD details at the quotation line item level

You can specify the TCD code and TCD variant. You can specify the line number of the quotation for which you need to enter the part TCD details.

Use the “Quotation Line No” drop-down list box, to specify the line number of the quotation for which the TCD details must be entered.

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