Use this function to define, by crossing the Tax rule (linked to the BP) and Tax level (linked to products), the Tax rate to be used in sales and purchase functions in order to calculate the taxes to apply.
These rules can be defined by legislation and/or company groups.
During the creation or modification of a document line, the system browses the various active rules and applies the first rule for which the criteria of application are respected.
See examples below.


For Sales documents, the provincial taxes are determined and applied at the end of the document. These taxes are determined on the line for purchase documents.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

At the top of this screen, the criteria used to determine the tax can be specified: a tax determination code, a title, an active flag, a tax type, a company group, the tax rule of the BP, the tax level of the product and the legislation at hand.
SEEINFO If the legislation is not entered, the entry will apply to all legislations.

The bottom of the screen is used to enter additional criteria (from table TAXLINK). These various criteria will also serve as rules.
Upon document entry, if these rules can be verified, the corresponding tax code will be applied.

Block number 1

Tax determination code (field COD)

 Table code on 20 characters, numeric or alphanumeric according to the table type. In this latter case, the format is not controlled on the entry. Also, all non numeric characters are not taken into account. In addition, only the decimal point ('.') serves as a separator : the comma is not taken into account.

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.
The legislation entered in this field is used to select tax elements corresponding to this 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.

SEEINFOThis behavior is modifiedwhen 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.

    SEEINFOWhen 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.

SEEWARNINGThe list of 

 
Active (field ENAFLG)

This box is used to specify whether the displayed tax determination rule must be active or not:

  • if ticked, the rule can be applied to all sales and purchase documents,
  • if it is not checked, the rule is considered to be inactive and it cannot be selected.

SEEINFO Special case when the rule is legislation-bound:

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

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

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

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

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

This is the translatable title of the tax determination rule.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Click Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFO The connection language must be defined as a default language for thefolder.
Short description (field SHOAXX)

This is the translatable short title of the tax determination rule.

By default the short title, the long title or the column header of a data are recorded (on creation/update) in the connection language of the user.
You can add your translation in another language using the Translation function:

  • Click Translation from the Actions icon in the corresponding field.
  • In the Translation window, add a new language code with the translation in this language.

A user who logs on with this language will view the short description, long description or column header in their connection language if a translation exists. Otherwise, these descriptions will be available in the folder language.

SEEINFO The connection language must be defined as a default language for thefolder.
Company group (field GRP)

Use this field to access the different site/company groups available.
The group entered in this field allows you to filter the information displayed and to guarantee consistency of the function setup, but it is mainly used to have exceptions for several companies regarding a tax rule application.

By entering a company group, you can limit the scope to companies in the selected group only. When this data is used for another record or with a setup element also defined in the group, a control checks that the groups have at least one company in common when the groups are different.  

In addition, a consistency check is performed for the legislations of the companies in the selected group.
At least one of these companies must have the same legislation as the one entered in the Legislation field. If  not, a warning message displays.

Block number 2

Examples

Example 1 - Sales of a product from France:

  • tax level: NOR - Normal
  • for a French customer with the national tax rule: ENG

Crossing the two pieces of information leads to determining the 001 tax code corresponding to the standard French VAT rate.
 

Example 2 - Sales of a product from France:

  • tax level: NOR - Normal
  • for a customer from the European Union (intra-community rule) with the CEE tax rule

Crossing the two pieces of information leads to determining the 011 tax code corresponding to the standard EU VAT rate. In the case of sales, when the Exempted sale field is selected for this tax rate, the tax code rate is forced to zero percent.
 

Example 3 - Sales of a product from France:

  • tax level: NOR - Normal
  • for a customer outside the European Union (export rule) with the Copy

Crossing the two pieces of information leads to determining the 031 tax code corresponding to a zero percent tax rate.

Specific buttons

This button is used to launch the copy of the record definition from (or to) another folder.

Block number 1

field OBJET
field CLES

Block number 2

From folder (field DOSORG)

Use this field to define the folder from which the record will be copied. The possible syntaxes are described in the Dedicated appendix.
All folders (field TOUDOS)

Use this option to copy the record to all the folders defined in the dictionary (ADOSSIER table of the current solution).
To folder (field DOSDES)

Use this field to define the folder to which the record will be copied. The possible syntaxes are described in the Dedicated appendix.