Update tax transactions

The basis for item related tax reports is stock transactions (table MITTRA) that are then stored in a separate table (FTXITR), which is created specifically for item related tax transactions.

Flowchart

This diagram shows an overview of the process for updating tax transactions:

Updating tax transactions flowchart

You can update the item related tax transactions table in an automatic or manual process.

Automatic update of item related tax transactions

Enable the field 'Item rel tax' on the ‘Company. Connect Division’ (MNS100/G) panel to automatically update the table when stock transactions in MITTRA are created. The table is only updated for transactions with specific transaction types where the item and warehouse is defined in ‘Item Related Tax ID. Connect Items' (TXS085).

This table shows the type of transactions related to each item related tax point:


Tax point	Transaction type	Description
Purchase date	25	Purchase put-away
Issue/consumption type	11	MO issue of material
Issue/consumption type	40	Requisition order receipt with reference order category 1='Manufacturing order' and 6='Work order'
Issue/consumption type	41	Requisition order issue with reference order category 1='Manufacturing order' and 6='Work order'
Issue/consumption type	61	Maintenance WO - issue
Delivery date	30	Customer returns
Delivery date	31	Customer order issue
Delivery date	70	Service order return
Delivery date	71	Service order issue

Manual update of item related tax transactions

You can also update the tax transaction table retroactively for an item or a range of items that are recently defined in (TXS085) or are part of an initial load of transactions. You can do this in ‘Item Related Tax Transaction. Open’ (TXS175), where you can select one of these two operations:

1-'Add': You can use this operation for the initial load of item related tax transactions for a range of items, warehouses, and entry dates for up to one calendar year per run. For performance reasons, we recommend to split the use of this operation into several runs with smaller selections.
2-'Add single item': You can use this operation to retroactively add item related transactions of an item number and warehouse combination that are added to (TXS085) after the start of a reporting period.

To update the transaction table of item related tax with stock transactions for a range of items, follow these steps:

Start (TXS175).
Select operation 1=’Add’ and click NEXT. Optionally, refresh the view to make the from and to item fields appear.
Specify the range of entry dates to retroactively add the transactions. The entry date range is limited to a maximum of one calendar year for each run.
Specify the range of warehouses and range of items.
Click NEXT to submit the job.
Note: We recommend to split the use of this operation into several runs with different and smaller selections to get better performance.
To update the transaction table of item related tax with stock transactions for a single item, start (TXS175) and select operation 2='Add single item'. Repeat steps 3 to 5.