Adding tax, charge and discount details for the quotation

This page allows you to add TCD rate for the quotation as a whole at the document level. Tell me more.

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

The “Edit Document 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 Cancelled”, “Confirm” or “Authorized “Open”, “Amended” or “Partially Amended”.

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

Basic Value	The basic value of the quotation.
Quotation Currency	The currency of the quotation.
TCD Total Amount	The total amount of tax, charge or discount at the document level.

Enter the following in the “Document TCD Details” multiline.

TCD Sequence

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

TCD #

The code that identifies the tax, charge or discount for the quotation (Alphanumeric, 25). Mandatory. The TCD code must have been defined in the ”Create TCD Code” activity of the “Taxes, Charges and Discounts” business component.

Help facility available.

TCD Variant #

The standard tax, charge or discount value, which can vary (Alphanumeric, 25). Mandatory. These variants are mapped to the TCD codes.

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.

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.

TCD Type	The TCD type, which could be, “Tax”, “Charge” or “Discount”.
Basis	The basis of the TCD which could be “Percentage”, “Unit Rate” and “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 .Ensure that the TCD is not of basis Unit Rate.

Note: If the TCD code is entered, then TCD variant and TCD rate is mandatory. You cannot modify the TCD rate, if the TCD basis is percentage.

The system displays the following.

TCD Amount	The amount of tax, charge or discount. This 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	The textual description of the tax, charge or discount.

Enter the following.

Pay To Supplier #

Use the drop-down list box to select the supplier to whom the payment has to be made. The system displays all the Pay to suppliers mapped to that Supplier. Further the suppliers must be in “Active” and “Hold Buy” status.

The system displays the following:

Supplier Name

The name of the supplier.

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

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

Click the “Edit Document TCD Details” pushbutton, to update the details.

The system stores 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 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 tax, charge and discount details for the quotation – An overview

This page allows you to add TCD rate for the quotation as a whole at the document level. You can enter the TCD code, variant and the rate of TCD for the quotation. The system displays the TCD amount from the “Taxes, Charges and Discounts” business component. The system stores the login user ID and the server date along with the modification details.

Prerequisite

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

What you can do in this page

Specify TCD details for the quotation

You can specify the TCD code and TCD variant details that are applicable to the quotation. Tax and charge add to the basic value of the quotation, while discount reduces the basic value.

Enter the number of the TCD that is applicable for the quotation, in the “TCD #’ field.

Enter the number of the TCD variant that is applicable for the quotation, in the “TCD Variant” field.

Enter the TCD rate in the “TCD Rate” field.

Click the “Edit Document TCD Details” pushbutton, to map the TCD details to the specified quotation.