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 Fisherman Accounting functional area. Setting up a Tax Detail here will be visible and usable on Fisherman 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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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Applies To | A label to indicate where the Tax Detail can be used. This is always set to "Sales" and cannot be edited. |
| Based On | A label 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. The lookup contains a blank value, the current assigned value, and a list of all the Currencies in the ERPx_MFCurrency table. Linked Database Field: ERPx_MFTaxDetail.CurrencySK |
| GL Account | A single select load on demand 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' 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 only editable for records that do not have an open balance.
Linked Database Field: ERPx_MFTaxDetail.IsInactive |
| Max Trans Amt | A text box to indicate if the Tax Amount is capped. This defaults to 0.00 on new records but can be edited to any amount >=0. If set to blank or a negative amount the message "Max Trans Amt 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.MaxTransactionAmount |
| Rate | A text box to indicate the % Amount of the Tax Detail. This defaults to 0.00000 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 is always editable. Linked Database Field: ERPx_MFTaxDetail.Rate |
| Round | A 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 TaxRound Enumeration Class. 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 "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_MFTaxClass.TaxDetailName |