PO Tax
Tax can be included on a PO at the line level. When PO is issued for EDI, corresponding Default Tax records are created in Purchase Order EDI Output. Taxes are not included by the default mapping to create the Purchase Order 850.
A MAP_TAX EDI Data Substitution record may be used enable creating TXI segments for line level taxes. The TXI segments will be created at the PO1 level in the 850. Additional Data Substitution records may be necessary to cross-reference your tax codes with valid X12 codes.
Data Substitution to Enable Tax Mapping for All Trading Partners
| Field Name | Value | Example/Comments |
|---|---|---|
| List Name | MAP_TAX | |
| Your Value | * | (Use asterisk to indicate all trading partner ids) |
| Partner Value | Y | ( Y = map tax; N - do not map tax) |
Data Substitution To Enable Tax Mapping for Specific Trading Partner
| Field Name | Value | Example/Comments |
|---|---|---|
| List Name | MAP_TAX | |
| Your Value | <tpid> | Replace <tpid> with Trading Partner Id for Trading Partner Record |
| Partner Value | Y | Y = map tax; N - do not map tax |
Taxes are sent in a TXI segment. The first element (TXI01) is for the Tax Type Code. ASC X12 standard defines valid two-character codes. You should agree with your Trading Partner on the codes to use.
If you are not using X12 standard codes for your tax codes, you will need a Data Substitution record to cross-reference your Tax Code value with an X12 Tax Code. Consult with your trading partners to agree on codes to use. Example codes are:
- LS - State and Local Sales Tax
- CP - County/Parish Tax
- FD - Federal Tax
- ZZ - mutually defined.
Data Substitution To create Tax Code Cross Reference for All Trading Partners
| Field Name | Value | Example/Comments |
|---|---|---|
| List Name | L1_O_TAX_CODE | |
| Your Value | <your tax code> | This is the Tax Code value used on the PO. |
| Partner Value | <valid X12 code> | X12 code corresponding to your Tax Code |
Data Substitution To create Tax Code Cross Reference for Specific Trading Partner
Use if only include tax for one partner or if a trading partner requires a different code than would be sent using the L1_O_TAX_CODE
| Field Name | Value | Example/Comments |
|---|---|---|
| List Name | <tpid>_O_TAX_CODE | |
| Your Value | <your tax code> | |
| Partner Value | <valid X12 code> |
Example Showing Multiple TXI for a PO1 line
PO1^1^5^EA^29.99^^IN^B01N8X5OE1^VC^B01N8X5OE1
SAC^C^D540^^^199
SDQ^EA^92^LOC1^5
TXI^FD^15
TXI^LS^3.46