Adding the tax, charge or discount details
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This page allows you to add tax, charges and discount for the line item. Tell me more.
Select the “Edit TCD” link at the bottom of the “Manage Repair Quote” page.
The “Edit TCD” page appears.
The system displays the following in the “Repair Order Info” group box.
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Repair Order # |
The number identifying the repair order. |
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Amend. # |
The number identifying the amendment of the repair order. |
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Repair order Date |
The date on which the repair order was created. |
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Status |
The status of the repair order which could be “Quoted” |
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Repair Shop # |
The number identifying the shop where the repair will be performed |
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Repair Shop |
The name of the repair shop. |
Enter the following:
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TCD Mode |
Use the drop-down list box to specify the mode of TCD. The system displays the following values: “Document”, “Quote Line # / Part #” along with a blank value. |
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The multiline details are displayed if the mode is set to “Quote Line # / Part #” for the “Quote Line # / Part #” selected. |
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Quote Line # / Part # |
Use the drop-down list box to select the line number, which is already quoted in the “Manage Repair Quote” page. |
Click the “Get Details” pushbutton to retrieve the TCD details for the material line number selected.
The system displays the following:
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TCD Value |
The value of the TCD. |
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Currency |
The currency of the repair order. |
Enter the following in the “TCD Information” multiline:
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Seq# |
The number based on which the TCD value will be calculated (Integer). This number should be unique and lie between 1 and the number of rows being entered in the multiline. If this field is left blank, the system generates the sequential number. |
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TCD Mode |
Use the drop-down list box to select the entity on which the TCD is applied. The system displays the following values: “Document”, “Quote Line # / Part #” along with a blank value. Mandatory. Note: The system defaults with the saved value for the existing records, else displays the “blank” value. |
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Quote Line # / Part # |
Use the drop-down list box to select the Quotation Line # / Part # of the Repair Order. The system lists all the Quote Line # / Part # of the Repair Order with the line status as “Quoted” or “Amended”. The system displays the blank value, by default. |
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TCD #
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The code identifying 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. If the repair order was created for a group company, the TCD # must be valid for the group company. Help facility available. |
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Note:The TCD should remain effective on the repair order date. |
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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. If the repair order was created for a group company, the TCD variant # must be valid for the group company. |
Note: Ensure that the same set of TCD codes and variants are not repeated in the multiline.
The system displays the following:
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TCD Type |
The type of TCD, which could be “Taxes”, “Charges” or “Discounts”. |
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Basis |
The basis of the TCD, which could be “Unit Rate”, “Percentage” or “Flat”. |
The value is calculated as the sum of the TCD amount for each row in the multiline.
Enter the following:
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Taxable Amount |
The taxable amount on which the TCD amount will be calculated. |
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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:
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TCD Amount |
The amount of the TCD. |
Enter the following:
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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 has a conversion factor set for the base currency. The system leaves the field blank by default. If the repair order was created for a group company, the drop-down list box displays only the currency of the repair order in the drop-down list box. |
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Note: 1) For the TCD #s of the TCD Type “Charge” or “Discount”, the payment currency you specify must be the same as the Quotation currency. 2) For the TCD Type “Taxes”, the currency can be Quotation currency or Base currency. |
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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 which the repair order is raised. The system leaves the field blank by default. If the repair order was created for a group company, the pay to supplier # must be the same as the repair shop #. |
Note: The Pay to Supplier numbers are already defined in the “Add Location Details” activity of the “Supplier” business component.
The system displays the following:
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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 number selected in the multiline.
Click the “Edit TCD” pushbutton to save the details.
Note: 1) The system allows you to amend the repair order only during the duration specified in Price Held Firm Time field 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. 2) The system will not allow the user to add or amend the TCDs if there is a Repair Receipt in “Received” status for the Repair Order #.
The system displays the following in the “Record Statistics” group box:
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Created by |
The name of the user, who created the repair order. |
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Created Date |
The date on which the repair order was created. |
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Last Modified By |
The name of the user, who last modified the repair order. |
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Last Modified Date |
The date on which the repair order was last modified. |
Adding 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 may 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”. This page allows you to add tax, charges and discount for the line item.
On selecting the “Edit TCD” link, 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 enter the TCD code, variant and the rate for TCD for the part or for the Document based on the TCD Mode selected. The system stores the login user id and the server date along with the quotation details.
Specify the Quote Line # / Part # to compute the TCD details
Specify the Quote Line # / Part # to compute TCD details
You can specify the tax, charges and discount for the part. You can specify the line number of the repair order for which you need to enter the TCD details.
Set the approprite option in the “Quote Line # / Part #” field to specify the line number of the repair order.
Click the “Get Details” pushbutton to retrieve the part details.
You can calculate the TCD value, if the TCD mode is set to “Document”, “Quote Line # / Part #” or “blank” .
Set the mode to “blank” in the “TCD Mode” field, which could be labour, material or document.
Set the mode to “Document” in the “TCD Mode” field, which specifies that the TCD is applied to the document.
Set the mode to “Quote Line # / Part #” in the “TCD Mode” field, which specifies that the TCD is applied to the part.