BP tax rule

• Tax rule (field VACBPR)

A tax rule represents the tax territoriality principle, in other words, the calculation rules to be applied to determine the tax amount.
As a general rule, by crossing a tax rule linked to the BP with a Tax level, you can determine the tax code to be applied to the document line and so, to the entry line.
In this field, you enter the tax rule associated with the BP: this tax rule will be suggested by default in all the transactions used by this business partner.

In a multi-company and multi-legislation context, you can set specific information by company, such as: the tax rule, the payment condition, and the default BP discount code.
This setup is performed on the BP/Company tab of the BP record.

• Legislation (field LEG)

In creation mode, the legislation code can be initialized via the user parameter LEGFIL - Legislation (selection filter) (SUP chapter, INT group). This parameter is also used to filter the list left in order to present only the codes defined for this legislation and those defined at the "All legislations" level.
If a legislation is linked to the tax rule, it will only be possible to use this tax rule with companies of the same legislation.
See below the principles related to the multi-legislation setup.

General principles for legislation:

• When a record exists for a legislation, for example French legislation (FRA), it can only be used in other files (setups, movement entry, etc.) containing the same legislation (FRA) or no legislation at all. It cannot be used in a record containing a different legislation.
• When a record exists without legislation, or all the legislations, it can be used in other records regardless of their legislation.

This behavior is modified when a record has several legislations:

If a record (same code) exists for a legislation, for example FRA, and also without legislation, the behavior is as follows:

• For a record with a legislation different from the legislation defined in the data (FRA in the example):
  Only the data set up without legislation can be used.
   
• For a record containing an identical legislation (FRA in the example):
  Only the date set up with this legislation can be used, as long as it is active.
  The data set up without legislation cannot be used even if it is active, and the data set up with legislation is inactive.
   
• For a record for which there is no legislation entered:
  Only the data set up without legislation can be used.
  The data with a legislation is not available for selection and cannot be used.
  However, if the data without legislation does not exist, all data containing a legislation is available for selection and can be used.
  
  When using data available for several legislations that is set up with a group of companies, an additional control is carried out to maintain consistency within the  group of companies. It is a control between the legislation of the element (setup, flows, etc.) in which the data is used and the legislation of  group of companies entered on the  data and the reverse.
   
  Example: The Tax rate  setup element uses the Tax rule data.

If the Tax rate is linked to a legislation, the control ensures that the group of the Tax rule contains at least one company with the same legislation as the legislation of the Tax rate.

If the Tax rate is defined for a group has no legislation, the control ensures that the legislation of the Tax rule corresponds to at least one of the companies of the group entered on the Tax rate.

The list of selection of data does not take into account this control because it is only carried out when the data is selected. 

• Active (field ENAFLG)

Select this check box so that the data can be used in other records (documents, parameters, etc.) or during a batch process. If not selected, the data is considered to be inactive and it cannot be used in other records.

 Special case when the data is rejected by the legislation :

If a data (same code) exists both with a legislation (e.g. FRA) and with no notion of legislation, and is used in record, several cases are possible:

Case 1: the data is active (with the FRA legislation but without a notion of legislation).

• If the legislation of the record is identical (FRA in this example), only the data defined with the FRA legislation may be used. It will not be possible to use the data defined without legislation even if it is active.

Case 2: the data is not active with the FRA legislation but it is active with no notion of legislation.

• If the legislation of the record is identical (FRA in this example), it will not be possible to use the data defined with the FRA legislation since it is inactive. It will not be possible either to use the data defined without legislation even if it is active.

• Description (field DESAXX)

• Short description (field SHOAXX)

• Company group (field SOC)

• Tax code (field VAT)

Enter a default tax code that will be used as a priority when entering the BP invoices and accounting entries if the SAITAX - Mandatory tax code parameter (Accounting chapter/ VAT group) is set to 'No'.
Only a tax code with a legislation and group that are consistent with those specified for the tax rule can be entered. A control is performed according to the following principles:

General principles for legislation:

• When a record exists for a legislation, for example French legislation (FRA), it can only be used in other files (setups, movement entry, etc.) containing the same legislation (FRA) or no legislation at all. It cannot be used in a record containing a different legislation.
• When a record exists without legislation, or all the legislations, it can be used in other records regardless of their legislation.

This behavior is modified when a record has several legislations:

If a record (same code) exists for a legislation, for example FRA, and also without legislation, the behavior is as follows:

• For a record with a legislation different from the legislation defined in the data (FRA in the example):
  Only the data set up without legislation can be used.
   
• For a record containing an identical legislation (FRA in the example):
  Only the date set up with this legislation can be used, as long as it is active.
  The data set up without legislation cannot be used even if it is active, and the data set up with legislation is inactive.
   
• For a record for which there is no legislation entered:
  Only the data set up without legislation can be used.
  The data with a legislation is not available for selection and cannot be used.
  However, if the data without legislation does not exist, all data containing a legislation is available for selection and can be used.
  
  When using data available for several legislations that is set up with a group of companies, an additional control is carried out to maintain consistency within the  group of companies. It is a control between the legislation of the element (setup, flows, etc.) in which the data is used and the legislation of  group of companies entered on the  data and the reverse.
   
  Example: The Tax rate  setup element uses the Tax rule data.

If the Tax rate is linked to a legislation, the control ensures that the group of the Tax rule contains at least one company with the same legislation as the legislation of the Tax rate.

If the Tax rate is defined for a group has no legislation, the control ensures that the legislation of the Tax rule corresponds to at least one of the companies of the group entered on the Tax rate.

The list of selection of data does not take into account this control because it is only carried out when the data is selected. 

• Sales class (field SALCLA)

• Rule type (field REGVAC)

• Type (field TYP)