Document Type

Use the drop-down list box to specify the document type. The system lists the following option:

• Part Sale Invoice

• Customer Service Invoice

• Customer Misc. Invoice

• Customer Misc. Invoice - Flight Contract based

• Customer Prepayment Invoice

• Customer Item Based Note

• Stock Transfer Issue

The system displays “Part Sale Invoice”, by default.

Customer Group

A unique code identifying the account group under which the customer is to be grouped. You can enter this code in full or specify it partially using the “*” character. The system retrieves all the customer groups whose codes are similar to the value entered here. Leave this field blank to search for all customer groups irrespective of their group codes.

Ensure that the value specified in this field is an “active” customer group as defined in the “Create Customer Group” activity of the “Customer” business component  as follows:

• “Controlled Group” set as “Yes”

•   “Group Type Code” set as “Tax”

Invoice Category

Use the drop-down list box to specify the category to which the invoice you wish to receive belongs. The system lists all the active categories defined for the category type 'Invoice Category' in the Category master. Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type.

Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type

By default the system leaves this field blank.

From & To Tax Region

Use the drop-down list box to specify the tax region mapped to the station of the primary work center. The system lists all the active values as defined in the “Quick Codes” business component under the “Finance Setup” business process. Note that the system lists these values only if the Country code of the Login OU is set as 'India', else leaves this field blank.

Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type

By default the system leaves this field blank.

In the adjacent drop-down list box, select the tax region fo the bill to customer address. The system lists all the active values as defined in the “Quick Codes” business component under the “Finance Setup” business process.

Part/Service Group

Use the drop-down list box to specify the categorization of various parts for which you would like to define taxes for, grouping. The system lists all the 'Active' Part Groups as defined for 'Taxes and Charges' in the  'Create/Edit Part Groups' activity under the Part Administration business component.

Note that the system lists values in this field only if Part Sale Invoice or Stock Transfer Issue is specified as the Document Type.

By default the system leaves this field blank.

Aircraft Model

The code identifying the aircraft model for which you wish to define sales taxes

Shipping Warehouse

The code identifying the warehouse to which the components where goods are shipped for which you wish to define sales taxes. You can enter this code in full or specify it partially using the “*” character. The system retrieves all the shipping warehouses whose numbers are similar to the number entered here. Leave this field blank to search for all the shipping warehouses irrespective of their code numbers.

Ensure that the value specified in this field is an “active” shipping warehouse code as defined in the “Create Warehouse” activity of the “Storage Administration” business component.

Delivery Area

The code identifying the area where the serviced components are delivered for which you wish to define sales taxes. You can enter this code in full or specify it partially using the “*” character. The system retrieves all the delivery areas with codes similar to the value entered here. Leave this field blank to search for all the delivery areas irrespective of their codes.

Ensure that the value specified in this field is an “active” delivery number as defined in the “Create Delivery Area” activity of the “Delivery Area” business component.

Station

The code identifying the location of receipt of the components for which you wish to define sales taxes. You can enter this code in full or specify it partially using the “*” character. The system retrieves all the stations with codes similar to the value entered here. Leave this field blank to search for all the stations irrespective of the station codes.

Ensure that the code specified in this field is an “active” station code as defined in the “Create Station” activity in the “Common Masters” business component.

Valid From

The starting date, in the range of dates during the period, from which the tax details are valid (Date format). The system retrieves all the taxes that are valid from the date entered here.

Valid To

The ending date, in the range of dates during the period, till which the tax details are valid (Date format). The system retrieves all the taxes that are valid within the date entered here.

Customer Group

A unique code identifying the account group under which the customer is to be grouped.

Help facility available

Invoice Category

Use the drop-down list box to specify the category to which the invoice you wish to receive belongs. The system lists all the active categories defined for the category type 'Invoice Category' in the Category master.

Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type.

Shipping Warehouse

The code identifying the warehouse to which the components where goods are shipped.

Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type

Ensure that this field is left blank if 'Customer Misc. Invoice, Customer Misc. Invoice – Flight Contract Based or Customer Item Based Note’ is specified as the ‘Document Type’

Help facility available

Aircraft Model

,

The code identifying the aircraft model

Note that the system displays this field only if 'Document Type' is selected as ' Customer Misc. Invoice - Flight Contract based'

Help facility provided

Delivery Area

The code identifying the area where the serviced components are delivered

Note that the system lists values in this field only if Customer Service Invoice or Customer Prepayment Invoice is specified as the Document Type

Help facility available

Part/Service Group

The categorization of various parts/Services for which taxes are defined for grouping.

Ensure that this combo is not loaded if ‘Customer Misc. Invoice’, ‘Customer Misc. Invoice – Flight Contract Based’ or ‘Customer Item Based Note’ is selected in the Document Type.

Station

The code identifying the location of receipt of the components.

Ensure that this field is left blank if 'Customer Misc. Invoice, Customer Misc. Invoice – Flight Contract Based or Customer Item Based Note’ is specified as the ‘Document Type’

Help facility available

From Tax Region

The tax region mapped to the station of the primary work center for Direct Prepayment Invoice/Customer Misc. Invoice/Customer Misc. Invoice - Flight Contract Based and Customer Item Based Note refers to the tax region mapped to the company address ID of the default Finance Book.

To Tax Region

The tax region mapped to the default bill to customer address.

Tax Code

The code identifying the type of tax. Ensure that the code specified in this field is an active tax code defined for the “TCD Type” as Tax for the login OU in the “TCD” business component and is effective as on the current system date.

Data entry in this field is mandatory if values are specified in any of the following fields:

• Customer Group

• Shipping Warehouse

• Delivery Area

• Station

Help facility available.

Tax Desc.

The textual description of the TCD.

Variant Code

The code identifying the variant of the TCD. Mandatory. . Ensure that the code specified in this field is an active variant code defined as Variant code in the “TCD” business component and is effective as on the current system date.

Variant Desc.

The textual description of the TCD.

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.

Note that the system displays the following options if the document type is selected as Customer Misc. Invoice - Flight Contract based',

• Document

• Fixed -Std. Rate – Select this option if you wish to apply tax rate only on all the billing heads with invoicing element ‘Fixed Charges’ and Charge Type ‘Std, rate’

• Usage - Per hour - Select this option if you wish to apply tax rate only on all the billing heads with invoicing element ‘Operating Charges’ and Unit ‘Per Hour’

• Others-No. of Pax - Select this option if you wish to apply tax rate based on the number of passenger information from the Journey Log.

Ensure that only the value ‘Document’ is selected in this field if Customer Misc. Invoice /Customer Misc. Invoice – Flight Contract Based or Customer Item Based Note is specified as the Document Type in the header.

Ensure that other than 'Document' is selected in this field if the TCD Code/Variant Code combination is not of tax type: ADAP.

The system leaves this field blank by default.

Effective From

The starting date from which the sales tax is applicable for a given combination of Customer Group, Shipping Warehouse, Delivery Area, and Station. Mandatory.

Effective To

The ending date up to which the sales tax is applicable for a given combination of Customer Group, Shipping Warehouse, Delivery Area, and Station.