Need information on Tax Detail Code Maintenance screen

[mlbechard]

Can someone explain me what both options "Tax Freight" and "Tax Miscellanous Charges" are used for?

Here is the situation. Our company is international but located in Canada. Creating an order for USA, some items are not taxable like Freight, packaging, etc. However, these same items are taxable in Canada. Can the options mentioned above help me on this?

The only way I found so far is to duplicate the items but one with taxable option selected and the other the taxable option is not selected.

Any suggestion??

 

[dgillz]

The checkboxes do exactly what they say - they tax freight and miscellaneous charges if you check them. "Freight" is not an item in the sense that it is not entered as an item number on the order. If you are entering freight and miscellaneous as items then you are doing it wrong.

Please post back if you are entering these as part numbers on the OE order.

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[mlbechard]

In System / Financial / Accounts receivable / Services code, we have created a several services. Most of them are also created as part numbers in Item Master Maintenance. Then, we are entering these as part numbers on the order. Isn't it the way to do it? How to tell what services to charge in an order then?

 

[dgillz]

Are you entering "freight" and "Misc" as item numbers/services? If so you are doing it wrong. Please let us know.

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[mlbechard]

Yes. Most of the services are entered as item numbers because it has to be seen in the quote/order and be part of the total amount.

How can we add services in a quote/order?

 

[dgillz]

For true services (not freight or tax) you enter the service code in lieu of the item number. You must first create the service code in AR of course. There is a field in the OEORDLIN and OELINHST called "line_type" that is either I or S for item or service that helps you identify these.

To enter freight or tax on an order or quote, you must first go to OE package settings and make sure the "enter billing info at order entry" is checked. This will allow you to manually enter freight and miscellaneous charges. Taxes should calculate automatically, but you must make both the item and customer taxable. That being said, you can also manully ente the tax info here.

My rule of thumb is that EVERY customer is taxable, however some customers have a tax rate of zero. You assign them a tax code that explains WHY they have a zero tax rate (for resale, out of nexus, federal government, tax exempt not for profit organization, etc.) and then when you print your sales tax reports your sales tax returns are a snap.

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[mlbechard]

I did checked the "enter billing info at order entry" in the OE Package Settings in our test database. I am not sure to understand when you say "allow you to manually enter freight and misc charges on a quote/order".

How can I enter a service code in Order entry? I am able to only enter line items. I saw the line_type field in the OEORDLIN table and so far, the value is "I".

 

[dgillz]

Sorry for the late response. You create service codes in AR, not OE. However why are you doing this? We just debunked your need to do this as FRT and MISC are not services. If you enter FRT and MISC as service codes, you are doing it wrong. Nor should an item for FRT or MISC exist.

Unless you have true services such as CONSULTING, CLEANING, PROJECT MGNT, etc. you do not need service codes to show Frt, Misc and Sales Tax as separate line items.

Please respond if you do not understand.

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