Tax Details identify the individual components that make up a sales tax calculation. For example, if sales tax is made up of a City tax and a State tax you could setup each of these as separate Tax Details. You would need to setup individual Tax Details if the rounding, maximum transaction amount, or GL Accounts are different. One or more Tax Details make up a Tax Class. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This master file is shared with the Sales functional area. Setting up a Tax Detail here will be visible and usable on Sales Tax Classes and setting up a Tax Detail from Sales will be visible and usable on Fishermen Accounting Tax Classes.
Software Version: 2019.09.03 and newer
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| Fields | Description | ||||||||
| Checkbox | Used to select one or more records. | Tax Detail | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||
| Applies To | Enumeration Class A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName)label to indicate where the Tax Detail can be used. This is always set to "Sales" and cannot be edited. | ||||||||
| Based On | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Rate | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
| Currency | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup containslabel to indicate how the Tax Detail is calculated. This defaults to '% Amount' and cannot be edited. | ||||||||
| Currency | The 'Currency' of the Tax Detail. This defaults to blank but is required and once saved cannot be edited. If missing, the message "Currency is required." will be displayed on Save. A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled.The lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | Round | Currencies in the ERPx_MFCurrency table. Linked Database Field: ERPx_ #####MFTaxDetail. #####.This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | Max Trans Amt | CurrencySK | ||||
| GL Account | A (single-select standard, single select load on demand , or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####lookup to assign the GL Account that the Credit side of the Journal Entry will go to when this Tax Detail is used. This defaults to blank but is required. If missing, the message "GL Account is required." will be displayed on Save. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | Inactive | A Yes/No field used to identify if the record GL Accounts Linked Database Field: ERPx_MFTaxDetail.GLAccountSK | ||||||
| Inactive | Identifies if the Tax Detail is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used (. 'No' values display as blank in the grid ). This value is always editable. Linkedonly editable for records that do not have an open balance.
Linked Database Field: ERPx_ #####MFTaxDetail. #####.(Field Name) IDIsInactive | ||||||||
| Max Trans Amt | A text box to add/edit the unique identifier of the (what type of record is this) recordindicate if the Tax Amount is capped. This defaults to blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters0.00 on new records but can be edited to any amount >=0. If set to blank or a negative amount the message "Max Trans Tax is required and must be greater than or equal to zero." will be displayed on Save. If set to an amount greater than 0.00 the Tax Amount will only be calculated up to the amount specified. For example, assume a 'Tax Detail' was setup with a 'Rate' of 10% and a 'Max Trans Amt' of 1,000. If a Transactions was created for $2,000 then the total Tax Amount would be $100 because it would only be calculated on the first $1,000. This field is always editable. Linked Database Field: ERPx_ ####MFTaxDetail. FieldName(Field Name) DescriptionMaxTransactionAmount | ||||||||
| Rate | A text box to add/edit the name associated with the (ID Field Name) IDindicate the % Amount of the Tax Detail. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will0.00000 but can be changed to any amount >= 0.00. If set to a negative amount the message "Rate is required and must be greater than or equal to zero." will be displayed on Save. This field must be <= 25 characters.field is always editable. Linked Database Field: ERPx_ #####MFTaxDetail. #####.Rate | ||||||||
| InactiveRound | Lookup (from an Enumeration) | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####. | |||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. | ||||||||
A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####single select standard lookup to assign the rounding method of the Tax Detail. This default to "Round" on new but can be edited at any time. The applicable values include:
This lookup contains all the values in the (EnumerationClassName)the TaxRound Enumeration Class. | Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If Linked Database Field: ERPx_MFTaxDetail.TaxRoundEN | |||||||
| Tax Detail | A text box to indicate the name of the 'Tax Detail'. This defaults to blank for new records and is required. If not assigned, the message " (what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom).Tax Detail is required." will be displayed on Save. This value must be unique and If not, the message "Duplicate Tax Details are not allowed." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_ #####.#####. | Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...MFTaxClass.TaxDetailName |
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