Adrian_Chimirel
Legendary Poster
Hi,
I have a rather difficult (financial) question in regards with this Business Case:
We have a process in place to generate Sales Order Invoices for Leased Equipment (Personal) Property Tax, every year.
It is based on an Excel spreadsheet (where a Property Tax Management System software writes all the required data).
That is: the spreadsheet is used to populate the F4001Z & F4011Z Sales Orders H&D tables. The next step is using the R42011Z to generate the Sales Order Invoices and, finally, using a customized (copy of R42565) report, we print and send them to our customers.
The Problem:
For some States (i.e. Alaska, Delaware ...), the Property Tax amount is NOT subject of further (Sales) Taxation!
In order to let OneWorld know this, currently we go into each customer Master record and change his taxation Code to E(xempted). Imagine there are HUNDREDS of them!
1 - Is it possible to pass this info using the spreadsheet? What field is needed in F4001Z?
OR
2 - Should I modify the Print SO Invoice UBE with logic like:
<<If state=Alaska OR Delaware OR ... Then
Do Not Calculate Tax>>
I do really appreciate any input, I'm not a financial analyst
LIVE: B732.1 SP12.2, Oracle 806
SANDBOX: Xe SP15, Oracle 8i
RS/6000, Citrix
I have a rather difficult (financial) question in regards with this Business Case:
We have a process in place to generate Sales Order Invoices for Leased Equipment (Personal) Property Tax, every year.
It is based on an Excel spreadsheet (where a Property Tax Management System software writes all the required data).
That is: the spreadsheet is used to populate the F4001Z & F4011Z Sales Orders H&D tables. The next step is using the R42011Z to generate the Sales Order Invoices and, finally, using a customized (copy of R42565) report, we print and send them to our customers.
The Problem:
For some States (i.e. Alaska, Delaware ...), the Property Tax amount is NOT subject of further (Sales) Taxation!
In order to let OneWorld know this, currently we go into each customer Master record and change his taxation Code to E(xempted). Imagine there are HUNDREDS of them!
1 - Is it possible to pass this info using the spreadsheet? What field is needed in F4001Z?
OR
2 - Should I modify the Print SO Invoice UBE with logic like:
<<If state=Alaska OR Delaware OR ... Then
Do Not Calculate Tax>>
I do really appreciate any input, I'm not a financial analyst
LIVE: B732.1 SP12.2, Oracle 806
SANDBOX: Xe SP15, Oracle 8i
RS/6000, Citrix