Tax exemptions in Order Management

As a result of the new way of setting up tax exemptions, the following changes are made in Order Management:

• Tax related fields are categorized under one Tax group box.
• The fields Tax Exempt Reason and Tax Exemption Certificate are renamed into Exempt Reason and Exempt Certificate.
• The Exempt Reason and Exempt Certificate fields are only visible if the Tax Exempt Level parameter is set to Extended in the Tax Parameters (tctax0100m000) session.
• The Exempt Reason and Exempt Certificate fields are defaulted from the method that is used to retrieve tax details, as defined in the Search Order Tax Libraries group box of the Tax Parameters (tctax0100m000) session.

• The Exempt Reason must be of the Tax Exemption type and must be date effective, as valuated by the:

  • Quotation Date for sales quotations.
  • Contract Date for sales contracts.
  • Planned Receipt Date for sales schedules.
  • Order Date for sales orders.
  • Planned Release Date for installment orders.
  • Return Date for requests for quotations.
  • Contract Date for purchase ontracts.
  • Planned Receipt Date for purchase schedules.
  • Order Date for purchase orders.

• If the Tax Exempt Level parameter in the Tax Parameters (tctax0100m000) session is set to:

  • Limited and you select the Exempt check box manually, the Tax Code is defaulted from the Tax Handling (tctax0138m000) session. If you clear the Exempt check box manually, the tax code is not changed.
  • Extended and you select the Exempt check box manually, the Tax Code is not changed. If you clear the Exempt check box manually, the Exempt Reason and Exempt Certificate fields are cleared and disabled.
• The Tax Exemption Certificate Text check box is removed in Infor LN FP3.

The changes apply to the following sessions:

• Sales Quotation Lines (tdsls1501m000)
• Sales Contract Lines (tdsls3101s000)
• Sales Schedule - Lines (tdsls3107m000)
• Sales Order Lines (tdsls4101m000)
• Sales Order Delivery Lines (tdsls4101m100)
• Sales Installment Orders (tdsls4110m000), for installment lines of the Advance type.
• Buy-from BP - Quotations (tdpur1506m000)
• Purchase Contract Lines (tdpur3101m000)
• Purchase Schedule - Lines (tdpur3111m000)
• Purchase Release - Lines (tdpur3121m000)
• Purchase Release Line - Details (tdpur3522m000)
• Purchase Release Line - Details by Schedule (tdpur3522m100)
• Purchase Order Lines (tdpur4101m000)
• Purchase Order Line Details (tdpur4101m200)