Viewing tax, charge and discount details

This page allows you to view any additional tax, charge and discount details for the debit / credit note apart from the taxes, charges or discounts (TCD) available in the preceding document which could be a customer order or a purchase order etc.

Select the “T/C/D” link at the bottom of the “View Item Based Note” page.

The “Tax / Charge / Discount” page appears.

The system displays the following:

Note #	The number identifying the debit / credit note.
Status	The status of the debit / credit note. It could be “Draft” or “Fresh”.
	Draft – indicates a newly created debit / credit note that cannot be authorized.
	Fresh – indicates a newly created debit / credit note that can be authorized.

T/C/D Computation	The method in which the tax, charge or discount must be calculated. It could be “For Document” or “For Line Part”.
	For Document – indicates that the tax, charge or discount is calculated for the debit / credit note as a whole.
	For Line Part – indicates that the tax, charge or discount is calculated for each individual row of the debit / credit note.

Line #

The number identifying the line in which the part details appear in the debit / credit note.

Line Amount

The debit / credit note amount or the line amount.

Part / T / C / D #	The code identifying the part, tax, charge or the discount.
Part / T / C / D Variant	The code identifying the part, tax, charge or the discount variant.
Description	A textual description of the code identifying the part, tax, charges or discount.

The system displays the following fields in the “T/C/D Information” multiline:

T/C/D

A specification of whether tax, charge or discount is being calculated for the part in the line.

T/C/D #

The code identifying the tax, charge or discount based on the value set in the “T/C/D” field.

Variant

The code identifying the variant of the tax, charge or discount.

Description	A description of the code identifying the tax, charge or discount or the variant.
TCD Rate	The unit rate of the tax, charge or discount selected.
Taxable Amount	The amount for which the tax, charge or discount must be calculated for the debit / credit note or the line. This amount will be displayed when the “Compute” pushbutton is clicked.

T / C / D Amount

The amount that will be the tax, charge or discount for the part available in the line.

Currency	The code identifying the currency from the transaction currency and the base currency that is available in the alphabetical order.
Cost Center	The code identifying the cost center that has been mapped to the “TCD Account”.
Analysis #	The analysis code to which the “TCD Account” is mapped to in the “Assign Analysis Code” activity of the “Account Based Budgeting” business component.
Sub Analysis #	The sub-analysis code to which the analysis code is mapped to in the “Assign Sub Analysis Code” activity of the “Account Based Budgeting” business component.

To proceed, carry out the following

Select the “Adjustment” link at the bottom of the page to select documents against which the debit / credit note must be adjusted.

If Swiss pay modes are not applicable for the company, select the “Payment Schedule” link at the bottom of the page to modify the default payment schedule.

If VAT is applicable for the company, select the “VAT Calculation” link at the bottom of the page to modify the VAT that has been calculated.

If Swiss pay modes are applicable for the company, select the “Payment Information” link at the bottom of the page to modify the electronic payment details.

Select the “Note Summary” link at the bottom of the page to view the summary of a debit / credit note.

Select the “Accounting Information” link at the bottom of the page to view the account posting information.

Select the “Attach Notes” link at the bottom of the page to add observations or comments regarding the debit / credit note.