Design Details: Tax Calculation in Documents and Journal

Tax Management for Drink-IT • Article • 7/6/2023 •

Taxes can be calculated in documents (inbound, outbound, internal) and journals. In each line:

Document tax classifications are created:
- Customer tax classifications in sales documents
- Vendor tax classifications in purchase documents
- Item tax classifications in all documents and journals
- Location tax classifications in all documents and journals
The total quantity of tax classifications is shown in the Tax Classifications field. You can drill-down to see the details (if the field is not visible on the page then you can add it with Personalize).
When a rule is found for a combination of:
- Customer, item, and location classification (sales)
- Vendor, item, and location classification (purchase)
- Item, and location classification (assembly, production, transfer, item journal and item recl. journal)
The total tax amount is shown in the Tax Amount field. You can drill-down to see the details (if the field is not visible on the page then you can add it with Personalize).
When changes are executed in the document, then both tax classifications and tax amount are recalculated. Changes can be:
- Other customer or ship-to address
- Other vendor or order address
- Other item
- Other location
- Other quantity
- Other unit of measure code
The calculation point can also be postponed to the release of the document.

To setup the general document calculation point

Select the Search icon , enter Sales & Receivables Setup and then choose the related link.
On the Sales Receivables Setup, in the General FastTab, select Validate or Release in the Document Calc. Point field.

Select the Search icon , enter Customers and then choose the related link.
Open the relevant customer card and select Validate or Release in the Document Calc. Point field on the General FastTab.