E1: 43: Enhancement Request to Display Additional Information in P4008S Tax Rate Area Search

(Doc ID 2389196.1)

Last updated on APRIL 20, 2018

Applies to:

JD Edwards EnterpriseOne Procurement and Subcontract Management - Version 9.1 and later
Information in this document applies to any platform.

Symptoms

When using P4008S (Tax Rate Area Search) which is called from various applications in Procurement, only 3 columns are presented to the user: Tax Rate Area, Description and Expiration Date.
This information is not enough when users are selecting a tax in voucher match for example and it could lead to picking the incorrect rate.
P4008S "Tax Rate Area Search" shows limited info, no ability to pre-filter selection, expired rates shown.

Example of steps to duplicate:

1. Add 3 records in P4008 with the same code, description and expiration date.
Add Item number (values between 3 and 8) which is the standard setup when grouping items.
2. Go to Voucher Match. Add a new voucher. Click on Tax Area field and take the Visual Assist 3. P4008S "Tax Rate Area Search" will open but it shows limited info, with no ability to pre-filter selection and expired rates shown.

Request to enhance the screen P4008S to have:

1) Display additional columns TXR1, TXR2, TXR3, TXR4, TXR5, ITM
2) Filter to display active only or all rates
3) Add ability to add a query to the application to be able to filter between logistical tax rates and financial tax rates.
4) When selecting a tax rate in P4314 the short item number of the selected tax rate area should default to the TX field.

Reasoning: 'logistical' tax rates (on F4008.ITM level) cannot be used in the Financial modules, whenever such a logistical tax rate is chosen in a financial application the tax rate of the first active F4008.TXA1 is applied to the transaction and not the one selected. Therefore additional tax rates had to be introduced which should only be used in finance.

The fact that logistical tax rates are displayed in financial modules in combination with the fact that they can be selected but the ultimate calculation is not always what has been selected is seen as a major issue for incorrect VAT entry.
When P4008S shows additional information / allows query possibility we can mitigate this risk slightly.

Also, Tax rate area's with short item number are not very well integrated in Finance. The financial VAT functions fall back on Tax Y or N, short item number does not seem to be incorporated in the functions.

Example of steps to duplicate:

1. Add new lines in P4008 for purchase of different taxed items
2. Try to define Alternate Tax Rate/Area in P40081. It has to use P4008S to locate correct tax rate. P4008S shows very limited information and it is difficult to identify the useful record.

Request to enhance the process: tax calculation in A/P ¿ A/R to take into account short item number logic in F4008 thus removing the necessity of setting up logistical and financial tax rate area's.

Customer is a multinational with world wide subsidiaries. Heavy presence in Europe using Alternative Tax Rate Area configuration. The total of purchasing tax codes in any given EU country exceeds 70.
Complex VAT structure using multiple VAT override codes in UDC H00|TV .

From the customer business requirement perspective, VAT processing forms an integral part of ERP processing world-wide. From processing point of view this needs to be as transparent and simple for end-users as possible especially when operating in a multinational environment. Mistakes in VAT recording are time consuming to correct and can lead to reporting issues with VAT authorities.

JDE forces the setup of two different tax codes for - from fiscal perspective - exactly the same transaction. The process is not fool proof as logistical VAT Rates can be chosen in Financial modules without warning or error message whilst a different tax rate will be applied.

Taxation of transactions is a process applicable in most modules of JDE, there should not be any functional difference in behavior between modules of the Tax element.

Changes

 

Cause

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