Recording Taxes/Charges/Discount details

Select the “Taxes/Charges/Discount” tab in the “Manage Customer Order" page.

Note: It is not mandatory that you record details in the “Taxes/Charges/Discount” tab. However, it is mandatory to record information in the Order Details, Work Execution Details and Shipping Details tabs prior to recording details in this tab. However, the system does not allow you to record this tab, if no TAT definition has been defined for the contract. Further, you can modify details in this tab only if the order exists in Draft/Fresh status.

Enter the following in the ”TCD Details” multiline.

TCD #

The tax/charge/discount # for the delivery area and the station valid for the ship to address of the customer. Mandatory. The drop-down list box displays all the TCDs defined for the delivery area associated with the ship to address ID of the customer. However, if the delivery area for the customer is not available, the drop-down list box displays all the TCDs defined for the station associated with the work center that will execute the order.

The TCD # must exist in “Active” status in the “Taxes, Charges and Discounts” component.

Help facility available

The system displays the following.

TCD Description

The short name/description of the TCD #.

Enter the following.

Variant #

The variant of the TCD to be charged to the customer for the execution of the customer order. Mandatory. The variant you specify must a) exist in “Active” status in the “Taxes, Charges and Discounts” component and, b) be associated with the TCD code.

Help facility available

The system displays the following.

Variant Description

The short name/description of the variant of the TCD.

Enter the following.

Rate	The rate of the TCD Mandatory. Note: The TCD rate cannot be modified, if previously specified in %.
TCD Currency	Use the drop-down list box to select the currency in which the TCD is defined, Mandatory. The drop-down list box displays all currencies created in the “Maintain Currency Information” activity of the “Enterprise Setup” business component. Note: The currency you specify must be the base currency or the currency of the customer order already specified in the “TAT & Commercials” tab page.
Applied On	Use the drop-down list box to specify the values on which tax rate is to be applied. Mandatory. The system lists the following options: Document - Select this option if you wish to apply tax rate on the document level value. Material - Select this option if you wish to apply tax rate on the material price. Resource - Select this option if you wish to apply tax rate on the resource price. Ext. Repairs / Services – Select this option if you wish to apply tax rate on the repair order value. The system leaves this field blank by default.
Cost Center	The cost center to which the TCD variant for the customer order is charged. The cost center must exist in “Active” Status as defined in the Work Center component. The cost center that you specify must be effective as on the order date and, the type of the cost center must be “Detailed”. Help facility available

The system displays the following:

Station

The station assigned to the customer.

Enter the following:

Billable?

Use the drop-down list box to specify whether the TCD is billable to the customer Mandatory. The options are “Yes” and “No”.

Pay to Supplier #

The number identifying the supplier to whom the payment has to be made (Alphanumeric, 45). This field is mandatory, if the “Billable?” Is set to “No”. The specified supplier must exist in “Active” status as defined in the “Supplier” component.

You must not specify this field, if

The TCD mode is “Labor” or “Material”.
The Billable? Is set to “Yes”.

Help facility available

The system displays the following.

Supplier Name	The name of the supplier who supplied the parts required for the execution of the customer order.
TC Type	The type of TCD, which could be “Taxes”, “Charges” and “Discounts”
TCD Basis	The basis of the TCD, which could be “Unit Rate”, “Percentage” and “Flat”

Enter the following.

Effective From

The start date of the period in which the tax, charge or discount on the customer order is effective, Mandatory.

Note: The order date must not be later than the order date.

Effective To

The end date of the period in which the tax, charge or discount on the customer order is effective.

Select the “Save TCD” pushbutton.

The TCD details are updated to the customer order. The status of the customer order remains the same as was before.

If you have made changes to a customer order that is already approved or Processed (status = ”Approved”/ “Processed”), a subsequent revision for the customer order is created by the system. However, the revision number remains the same when you make changes in the customer order that is in “Draft” or “Fresh” status.

To proceed

Select the “Order Details” tab to record customer order details.
Select the “Work Execution Info.” tab to record work scope details.
Select the “TAT & Commercials” tab to record TAT details.
Select the “Shipping Terms” tab to record shipping details.
Select the “Billing Terms” tab to record billing details.