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Wiki Change:

omfgppc
2009-03-10
2013-03-08
  • omfgppc
    omfgppc
    2009-03-10

    You have subscribed to a wiki page or wiki category on "xTuple" for change =
    notification.

    The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

      =

      =3D=3D New Terms and Definitions =3D=3D
       . '''Tax Zone'''
    -   * A geographic are that has specific tax jurisdiction and tax assignmen=
    ts.  Tax assignments are assigned on a tax area and tax type basis to deter=
    mine what tax structure to apply to a given item.  Tax area will replace th=
    e position of tax authority in the tax structure on previous versions of xT=
    uple.
    +   * A geographic are that has specific tax jurisdiction and tax assignmen=
    ts.  Tax assignments are assigned on a tax zone and tax type basis to deter=
    mine what tax structure to apply to a given item.  Tax zone will replace th=
    e position of tax authority in the tax structure on previous versions of xT=
    uple.
      =

       . '''Tax Assignments'''
    -   * Tax assignments map tax area and tax type combinations to tax codes. =
    Formerly known as tax selections.
    +   * Tax assignments map tax zone and tax type combinations to tax codes. =
    Formerly known as tax selections.
      =

       . '''Tax Authority'''
        * An organization to which collected taxes will be paid.  Formerly asso=
    ciated with customers, vendors, ship-to addresses and many document headers=
    , tax authority will now be referenced on tax code assignments to allow for=
    the possibility of multiple tax authorities being involved in a single tra=
    nsaction.
    @@ -91, +91 @@

      =

      Another problem with the existing paradigm is it assumes only one tax aut=
    hority per transaction, while in some countries a transaction may involve s=
    everal tax authorities.  To handle this problem tax authority as it is used=
    in xTuple 3.2.1 and earlier will be replaced by the term "tax zone."  Tax =
    authority will be re-implemented as a reference at the tax assignment level=
    which will make tax authority primarily a vehicle for reporting, though it=
    will still be possible to create checks for tax authorities.
      =

    - Purchase orders will be modified to include the ability to specify a tax =
    zone at the header level, and populate tax information at the line item lev=
    el essentially the same way sales orders do.  This tax information will car=
    ry over to the voucher which will be modified to allow tax area at the head=
    er level and tax type selection at the line item level, both of which will =
    be populated by purchase order tax type selections by default.
    + Purchase orders will be modified to include the ability to specify a tax =
    zone at the header level, and populate tax information at the line item lev=
    el essentially the same way sales orders do.  This tax information will car=
    ry over to the voucher which will be modified to allow tax zone at the head=
    er level and tax type selection at the line item level, both of which will =
    be populated by purchase order tax type selections by default.
      =

      Voucher functionality will also include new miscellaneous distribution of=
    type "tax" which may be selected along with a corresponding tax code. The =
    tax code will be referenced to determine the G/L account to debit for the a=
    mount specified.
      =

    @@ -106, +106 @@

       . {{attachment:taxZones.png|taxAreas.png}}
      =

      =3D=3D=3D Tax Zone =3D=3D=3D
    - A Tax Zone window will be created to create and edit tax area records as =
    pictured.  Tax Zones should be unique and blank entries should not be allow=
    ed.
    + A Tax Zone window will be created to create and edit tax zone records as =
    pictured.  Tax Zones should be unique and blank entries should not be allow=
    ed.
      =

       . {{attachment:taxZone.png|taxArea.png}}
      =

    @@ -132, +132 @@

      =3D=3D=3D Tax Assignment =3D=3D=3D
      The Tax Selection window will be renamed "Tax Assignment." Multiple tax c=
    odes will be able to be associated with a single tax assignment and will be=
    listed on this window as pictured, however, the combination of tax authori=
    ty and tax type must remain unique. Therefore the screen should work simila=
    r to other windows such as Item Site where if a tax authority and tax type =
    combination are selected that already exist, then the associated records sh=
    ould be automatically loaded.
      =

    - Tax codes will not be able to be added until both a tax area and tax type=
    are selected.
    + Tax codes will not be able to be added until both a tax zone and tax type=
    are selected.
      =

      The new, edit and delete buttons will affect tax code assignment records =
    that may be edited in the Tax Code Assignment window described below.
      =

    @@ -146, +146 @@

      =

      '''''Example 2'''''
      =

    - This tax type also applies only to the tax area "West Bengal" for items a=
    ssociated with the tax type "Imported Food."  Note it is largely the same a=
    s the "Domestic Food" assignment, but it includes additional duty codes.
    + This tax type also applies only to the tax zone "West Bengal" for items a=
    ssociated with the tax type "Imported Food."  Note it is largely the same a=
    s the "Domestic Food" assignment, but it includes additional duty codes.
      =

       . {{attachment:taxAssignment_impfood.png}}
      =

      '''''Example 3'''''
      =

    - This tax that would apply to items that reference tax type "Service".  Be=
    cause the tax area is "~Any~" this tax assignment would apply to all tax ar=
    eas that do not have another tax area specifically linked to a tax type.  S=
    o for example two areas, Orissa and Jharkhand, may have specific tax assign=
    ments for services that over-ride this assignment, but this assignment woul=
    d apply to all other tax areas.
    + This tax that would apply to items that reference tax type "Service".  Be=
    cause the tax zone is "~Any~" this tax assignment would apply to all tax zo=
    nes that do not have another tax zone specifically linked to a tax type.  S=
    o for example two zones, Orissa and Jharkhand, may have specific tax assign=
    ments for services that over-ride this assignment, but this assignment woul=
    d apply to all other tax zones.
      =

       . {{attachment:taxAssignment_service.png}}
      =

    @@ -161, +161 @@

      =

       . {{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 given tax code assignment (tax a=
    rea/tax type pair) record.  Required.
    +  * '''Tax Code''' - User will select from a list of available tax codes. =
    A tax code may only be used one time on a given tax code assignment (tax z=
    one/tax type pair) record.  Required.
      =

       * '''Tax Authority''' - User will select from a list of available tax au=
    thorities. Optional.
      =

    @@ -211, +211 @@

       . {{attachment:taxDetail.png}}
      =

      =3D=3D=3D Purchase Order =3D=3D=3D
    - Purchase Order will be modified to allow a tax area to be specified.  The=
    tax area should default to the vendor default tax area.
    + Purchase Order will be modified to allow a tax zone to be specified.  The=
    tax zone should default to the vendor default tax zone.
      =

       . {{attachment:purchaseOrder.png}}
      =

    @@ -220, +220 @@

       . {{attachment:purchaseOrder_lineItemsPage.png}}
      =

      =3D=3D=3D Purchase Order Item =3D=3D=3D
    - Purchase Order Item will be modified as pictured to include tax type sele=
    ction and the calculated tax amount.  The behavior of this screen should es=
    sentially mirror the Sales Order Item window.  Tax type should default to t=
    he selected items tax type for the tax area selected on the order.  Tax sho=
    uld be calculated when item, quantity and tax type have been selected or ch=
    anged.  Clicking the "Tax" hyperlink will open the tax detail window to dis=
    play the tax breakdown.
    + Purchase Order Item will be modified as pictured to include tax type sele=
    ction and the calculated tax amount.  The behavior of this screen should es=
    sentially mirror the Sales Order Item window.  Tax type should default to t=
    he selected items tax type for the tax zone selected on the order.  Tax sho=
    uld be calculated when item, quantity and tax type have been selected or ch=
    anged.  Clicking the "Tax" hyperlink will open the tax detail window to dis=
    play the tax breakdown.
      =

       . {{attachment:purchaseOrderItem.png}}
      =

      =3D=3D=3D Voucher and Miscellaneous Voucher =3D=3D=3D
    - The Voucher and Miscellaneous Voucher windows will be modified to include=
    tax area as a selectable field on the document. The default tax area will =
    be set to the purchase order tax area when a purchase order is selected on =
    Voucher, and the vendor default when vendor is selected on a Miscellaneous =
    Voucher.
    + The Voucher and Miscellaneous Voucher windows will be modified to include=
    tax zone as a selectable field on the document. The default tax zone will =
    be set to the purchase order tax zone when a purchase order is selected on =
    Voucher, and the vendor default when vendor is selected on a Miscellaneous =
    Voucher.
      =

    - The tax area should be disabled once tax distributions have been made.
    + The tax zone should be disabled once tax distributions have been made.
      =

       . {{attachment:voucher.png}}
      =

    @@ -237, +237 @@

       . {{attachment:voucherItem.png}}
      =

      =3D=3D=3D Voucher Miscellaneous Distribution =3D=3D=3D
    - In addition to G/L account and expense category, users will now have a th=
    ird option to select a tax code on miscellaneous distributions. The G/L acc=
    ount associated with the tax code will be used to capture the debit amount =
    associated with the tax on the general ledger. Tax code will only be enable=
    d if a tax area has been selected on the voucher.
    + In addition to G/L account and expense category, users will now have a th=
    ird option to select a tax code on miscellaneous distributions. The G/L acc=
    ount associated with the tax code will be used to capture the debit amount =
    associated with the tax on the general ledger. Tax code will only be enable=
    d if a tax zone has been selected on the voucher.
      =

       . {{attachment:voucherMiscDistrib.png}}
      =