PostBooks ERP, accounting, CRM by xTuple

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The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

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  =3D=3D Window Changes =3D=3D
  =3D=3D=3D Tax Assignments =3D=3D=3D
+ The tax selections window will be renamed the tax assignements window as =
pictured. The filtering options will be expanded to include the ability to =
filter by tax type as well as tax authority.
- The tax selections window will be renamed the tax assignements window as =
pictured. The filtering options will be expanded to include the ability to =
filter by tax type as well as tax authority. This feature is mainly to allo=
w for appropriate filter selections when this window is embedded in other w=
indows as described below.
- =

- The tax code column will be removed from the display as tax code will be =
changing to a one to many relationship with tax assignments as described be=
low.
- =

- If a specific tax authority or tax type has been selected in the "Show" g=
roup, then that selection should be automatically selected and the correspo=
nding widget disabled in the tax assignment window when a user clicks on th=
e "New" button. Also, when a specific authority or type is selected the cor=
responding column for that selection should be hidden.
  =

  {{attachment:taxAssignments.png}}
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@@ -91, +87 @@

  The paradigm of associating tax codes to assignments will be similar to t=
hat of contacts to CRM accounts. The buttons will function as follows
  =

   * '''Close''' - Closes the window.
-  * '''New '''- Opens the Tax Code window in dialog mode. When the tax cod=
e window is saved, it returns the ID of the tax code which is used to creat=
e a tax assignment record. Enabled when both a tax authority and tax type a=
re selected.
+  * '''New '''- Opens the Tax Code Assignement window in dialog mode.
-  * '''Edit '''- Opens the Tax Code window of the selected tax code for ed=
iting. Only enabled when a row is selected.
+  * '''Edit '''- Opens the Tax Code Assignment window of the selected tax =
code for editing. Only enabled when a row is selected.
-  * '''View''' - Opens the Tax Code window of the selected tax code in vie=
w mode. Only enabled when a row is selected.
+  * '''View''' - Opens the Tax Code Assignement window of the selected tax=
code in view mode. Only enabled when a row is selected.
-  * '''Attach''' - Displays a list of existing tax codes. User can select =
a tax and it is added to the assignment list. Enabled when a tax authority =
and a tax type are selected.
-  * '''Detach''' - Deletes the selected tax code assignment, but not the c=
ode itself. Only enabled when a row is selected.
-  * '''Move Up''' - Moves the code higher on the list with each click. Thi=
s has impact on cumulative tax codes and determines the order in which cumu=
lative tax codes are accumulated. Taxes are accumulated from top to bottom.=
  Only enabled when a row is selected.
-  * '''Move Down''' - Moves the code lower on the list with each click. Al=
so for controlling cumulative behavior. Only enabled when a row is selected.
+ =

+ =3D=3D=3D Tax Code Assignment =3D=3D=3D
+ The Tax Code assignment window is used to enter specific tax assignment i=
nformation as pictured:
+ {{attachment:taxCodeAssignment.png}}
+  * '''Tax Code''' - User will select from a list of available tax codes. =
A tax code may only be used one time on a tax code record.  Required.
+  * '''Tax Authority''' - User will select from a list of available tax au=
thorities.  Required.
+  * '''Calculation basis '''- Determines what the tax percentage is calcul=
ated against.  The default is the "Base Price" of an line item amount.  The=
combo box will further be populated with all tax codes that have been ente=
red on the tax assignment.  If a tax code is selected, the the calculation =
will be a percentage rate of the amount of the code selected. Required.
+  * '''Tax code subtotal to be added to calculation basis''' - This group =
allows users to create cumulative tax code assignments.  It will only be en=
abled as an option if the Calculation basis is "Base Price."  All previousl=
y assigned tax codes on the given tax area/tax type combination will be lis=
ted as available.  When codes are added to the selected list, the percentag=
e will be calculated against the sum value of the base price and tax amount=
of all selected tax codes.
  =

  =3D=3D=3D Tax Authority =3D=3D=3D
  Tax Authority will be reorganized as pictured: