iDocuments Tax Jurisdictions

First published on: 11/28/2023/11:26 am

User Guide

Overview

Introduction

The Tax Jurisdictions feature has been incorporated into iDocuments to facilitate the overwriting of the tax amount into SAP Business One. Upon activation of this feature, the adjusted tax amount will be posted to SAP, negating any need for recalculation of tax in SAP. This will help address issues arising from rounding and price differences.

Overview

Company Settings

The options are:

• Can Use Tax Jurisdictions – to enable the functionality

Processing

Tax Jurisdiction screen

Enabling the Tax Jurisdictions setting will result in the appearance of a black arrow on the tax amount field located under the lines tab on the Rapid Entry screen. This arrow directs the users to the “Tax Jurisdictions” window.  Users can apply the necessary amount of changes within the window and save them.

Tax amount adjustments - required steps

In order to ensure accurate updates of the tax amount, users must adhere to the specified steps in the prescribed sequence.

Step 1: users should initially apply the grid changes prior to modifying the tax amount for the designated lines and selecting "Save From Grid.”

Step 2: next, users should click on the magnifying glass located at the beginning of the relevant line, which will direct them to the lines tab, where they can adjust the tax amount within the tax jurisdictions window.

Step 3: The final step involves opening the tax jurisdictions window and making the necessary adjustments to the tax amount. Once the required changes have been made, users must select "OK" on the "Tax Jurisdictions" window and click on the "Update" button located at the top of the Rapid Entry screen in order to save their modifications.

It is important to note that the tax amount changes must be applied after the Grid Changes, as selecting the "Save From Grid" button will result in the tax amount modifications being overwritten. Upon completion of the necessary changes to the PI, users should have the option to either "Save" or "Submit" the PI.

If users select "Save From Grid" after making changes to the tax amount, iDocuments will overwrite the tax changes and place the difference on the final line if the tax has different rates. iDocuments considers the difference as rounding and tax jurisdictions validation will not be triggered.

Important Notes

• When opening a PI in iDocuments, users should keep in mind that the system uses the decimal places specified in the relevant setting for price calculation. By default, iDocuments sends the PI with 6 decimal points from OCR into Rapid Entry screen, even if the system's decimal point is set to 2. As a result, iDocuments may sometimes round the price and place the difference on the final line.

This will help address issues arising from rounding and price difference, but the responsibility remains with the users to ensure that the tax and jurisdiction data are still validated within iDocuments to ensure the correct SAP postings are uploaded.

• iDocuments has a validation feature that prevents users from submitting their PI if the tax amount on a line differs from the tax jurisdictions amount displayed on the tax jurisdictions screen.

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