Use “Mixed” excise locations to steer bin selection and tax calculations in Advanced Warehouse Management

In Aptean Beverage Tax Management, it is possible to work with ‘Mixed’ Tax Locations. This means that an (excise) good that is stored in such a location can be bonded (no tax paid yet) or non-bonded (taxes are paid). A location can only be a mixed tax location when it is setup with bins and warehouse activities are required. There are two options for picking processes:

• Mixed – Mixed
  • The direction of a movement decides where to pick from. So, a picking for a shipment to a duty paid customer will first try to pick from a tax paid bin. When tax paid bins can’t fulfill the requested quantity, the pick will be done from bonded bins.
• Mixed – Bonded
  • Pickings for outbound lines (sales and transfers) are considered as delivered from a bonded location.

Setup a Location for Mixed Excises

1. Select the Search icon , enter Locations, and then choose the related link.
2. Open the Location Card page for the mixed excise location.
3. Verify that these fields on the** Warehouse** FastTab are selected:

• Require Receive
• Require Shipment
• Require Put-away
• Require Pick
• Bin Mandatory

4. On the Tax Management FastTab:

• Select Mixed in the Excise Type field.

• In the Sales Excise Type (Outbound) field, select:

  • Blank: All sales order lines will get the location tax classification based on the customer.
    • Tax Paid for tax paid customers
    • Bonded for bonded customers (read: all customers with suspended tax; also export).
  • Bonded: All sales order lines will get the bonded tax location.
    • Warehouse picks from bonded bins
    • But you may switch to a tax paid bin (when allowed in tax rules; normally not allowed for bonded customers)

• In the Purchase Excise Type (Outbound) field, select:

  • Blank: All purchase return order lines will get the location tax classification based on the vendor.
    • Tax Paid for tax paid vendors.
    • Bonded for bonded vendors (read: all vendors with suspended tax; also export).
  • Bonded: All purchase return order lines will get the bonded tax location.
    • Warehouse picks from bonded bins
    • But you may switch to a tax paid bin (when allowed in tax rules)

• In the Transfer Excise Type (Outbound) field, select:

  • Blank: All transfer order lines will get the Excise Type based on the Transfer-To Bin Code.
    • Tax paid for Tax Paid Bins.
    • Bonded for Bonded Bins
  • Bonded: All transfer order lines will get the Bonded Excise Type.
    • Warehouse picks from bonded bins
    • But you may switch to a tax paid bin (when allowed in tax rules; normally it is not allowed to transfer from Tax Paid to Bonded).

• In the Shipment Bin Code (Bonded) field, you select the default bin for shipments of bonded goods. Warehouse shipment lines for sales order lines and transfer order lines will get this bin as (default) Bin Code.

• In the Receive Bin Code (Bonded) field, you select the default bin for receipts of bonded goods. Warehouse shipment lines for sales return order lines and transfer order lines will get this bin as (default) Bin Code.

• In the Shipment Bin Code (Tax Paid) field, you select the default bin for shipments of tax paid goods. Warehouse shipment lines for sales order lines and transfer order lines will get this bin as (default) Bin Code.

• In the Receive Bin Code (Tax Paid) field, you select the default bin for receipts of tax paid goods. Warehouse shipment lines for sales return order lines and transfer order lines will get this bin as (default) Bin Code.

Setup Bins for Mixed Excises

1. Select the Search icon , enter Locations, and then choose the related link.
2. Open the Location Card page for the mixed excise location.
3. Verify that Mixed is selected in the Excise Type field on the Tax Management FastTab.
4. Choose the Bins action.
5. On the Bins page:

• Select the Excise Type for each Bin. When a Bin contains an excise good, the Bin is either Bonded or Tax Paid.
• Select the Auto Update Excise Type From Source field if the Excise Type for the Bin can change when it is empty. The Put-Away will set the Excise Type for the bin automatically, depending on the Excise Type of the Bin where goods are taken from.