Tax calculation on Maintenance Sales Quotation

The amounts specified on the Maintenance Sales Order are transferred to Invoicing for tax calculation. The tax calculation is based on the bill produced. A late payment surcharge must be levied over the amount which is not received on time. The tax must be paid for this late payment surcharge and Infor LN must calculate and print this surcharge.

Maintenance Sales Quotation to Invoicing

You must specify the details of the item to be repaired in the Quote Lines (tsepp1110m000) session. For each Quotation Lines, you must define labour, material and other costs in the Quote Cost Lines (tsepp1120m000) session. You must send the quotation to the customer for his acceptance. The Proposal Method ( Infor LN uses to calculate the quotation sales amount) must be specified in the Quotes (tsepp1100m000) session. The Proposal Method can include:

  • Fixed: If the Proposal Method field is set to Fixed in the Quotes (tsepp1100m000) session, only cost lines on the quotation are invoiced. The additional cost lines included must not be invoiced.
  • Fixed Plus: If the Proposal Method field is set to Fixed Plus in the Quotes (tsepp1100m000) session, both cost lines on the quotation and the additional cost lines included are invoiced.
  • Budget Indicator: If the Proposal Method field is set to Budget Indicator in the Quotes (tsepp1100m000) session, Infor LN indicates that cost lines on the quotation are estimates. All the actual cost lines must be invoiced.

If the customer accept the proposal, a maintenance sales order is generated in the Maintenance Sales Orders (tsmsc1100m000) session. For the Maintenance Sales Order a Part Maintenance Line must be created. For Part Maintenance Line a Work Order (cost lines) must be generated and the service quotation must be linked to the Work Order (cost lines).

The Work Order must be processed for each cost lines and a Maintenance Sales Order Coverage Line must be generated in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session.

  • If the Proposal Method field is set to Fixed in the Quotes (tsepp1100m000) session, an additional coverage line with Cost Type field set to Quote Invoice is created in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session. The new coverage line must be created with the invoice amount of the total cost lines on the quotation. The invoice amount on all the other coverage lines must be zero.
  • If the Proposal Method field is set to Fixed Plus in the Quotes (tsepp1100m000) session, an additional coverage line with Cost Type field set to Quote Invoice must be created in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session. The new coverage line must be created with the invoice amount of the total cost lines on the quotation. The invoice amount on all the other coverage lines must be zero.
  • If the Proposal Method field is set to Budget Indicator in the Quotes (tsepp1100m000) session, for all the coverage lines, invoice amount is calculated from the sales amount.
Tax Defaulting on a Maintenance Sales Order Coverage Line

  • If a coverage line is linked to a Maintenance Sales Quotation, the tax related fields ( Tax Classification and VAT Based On) in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session are defaulted from the Quotes (tsepp1100m000) session.
  • If the Cost Type field is set to Quote Invoice in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session, the tax related fields ( Tax Classification and VAT Based On) in the Maintenance Sales Order - Coverage Lines (tsmsc1120m000) session must be defaulted from the Quotes (tsepp1100m000) session. If a coverage line is linked to a specific cost line in the Quote Cost Lines (tsepp1120m000) session, the tax related fields are defaulted from the linked quotation cost line.
Tax Calculation on a Maintenance Sales Quote Report

The tax amounts and late payment surcharge data must not be maintained for Maintenance Sales Quotation. Therefore, when the quotation is printed, the tax amount and late payment surcharge must be calculated and printed on the tax report. The report printing the quotation lines must specify that VAT is excluded from the available quotation. The tax data must be printed as a summary at the bottom of the report. The total amount line specifying net amount, tax amount and total amount must also be printed.