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E1: 17: 42: 43: Alternate Tax Rate/Area Assignment - Setup (P40081) (Doc ID 2757400.1)

Last updated on MARCH 04, 2021

Applies to:

JD Edwards EnterpriseOne Case Management - Version 9.1 to 9.2 [Release 9.1 to 9.2]
JD Edwards EnterpriseOne Sales Order Management - Version 9.1 to 9.2 [Release 9.1 to 9.2]
JD Edwards EnterpriseOne Service Management - Version 9.1 to 9.2 [Release 9.1 to 9.2]
JD Edwards EnterpriseOne Procurement and Subcontract Management - Version 9.1 to 9.2 [Release 9.1 to 9.2]
Information in this document applies to any platform.

Purpose

This will provide an overview of alternate tax rate/area definitions and setup used.

The goal of this functionality is to provide an alternate means of assigning the tax rate/area to transactions. Without this functionality, the system provides a default value for the tax rate/area from the customer master, supplier master, or the business unit master records. An example of when this does not meet requirements is in the European Union (EU). EU customers registered for VAT in multiple EU countries require different tax rates based upon the ship-to and ship-from countries of their transactions. To provide for the different tax rates, multiple tax rate/areas are needed and an alternative means of assigning these tax rate/areas must be provided.

Scope

All users of Sales Order Management, Procurement Management, Service and Warranty Management (SWM) and Case Management will benefit from the information in this document.

Details

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In this Document
Purpose
Scope
Details
 Set up the required UDCs
 Enable the alternate tax rate/area assignment constant on a company level
 Set up the alternate tax rate/areas definitions to use
 Define an address book record for each Ship From and Ship To location
 Define a valid tax ID, country, and default tax area for each customer and supplier
 Additional considerations related to the alternate tax rate/area validation
References

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