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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:

       . . <<Anchor(taxAssignment)>>
      =

      =3D=3D=3D Tax Assignments =3D=3D=3D
    - The tax selections window will be renamed the tax assignments window as p=
    ictured.  Screen filter options will allow users to filter on tax zone, tax=
    type or both.  When filtering on a specific tax zone or type, assignments =
    with the value ~Any~ will be included since the apply to any zone or type r=
    espectively.  Tax code description, class and class group sequence wil be d=
    isplay for informational purposes.  The list will be sorted on Tax Zone, Ta=
    x Type, Group Sequence and Tax Code.
    + The tax selections window will be renamed the tax assignments window and =
    reference tax zones in lieu of tax authority as pictured.  Screen filter op=
    tions will allow users to filter on tax zone, tax type or both.  When filte=
    ring on a specific tax zone or type, assignments with the value ~Any~ will =
    be included since the apply to any zone or type respectively.  Tax code des=
    cription, class and class group sequence wil be display for informational p=
    urposes.  The list will be sorted on Tax Zone, Tax Type, Group Sequence and=
    Tax Code.
    + =

    + The main change to the the logic of assignments will be the ability to as=
    sociate as many tax codes as are necessary to one tax zone/tax type pair.
      =

       . {{attachment:taxAssignments.png}}
      =

      =3D=3D=3D Tax Assignment =3D=3D=3D
    - The Tax Selection window will be renamed "Tax Assignment."
    + The Tax Selection window will be renamed "Tax Assignment" as pictured, an=
    d reference tax zone in lieu of tax authority.
      =

       . {{attachment:taxAssignment.png}}
      =

    - Tax the combination of tax zone, tax type and tax code should be enforced=
    to be unique.
    - Tax code listings should only include tax codes where the calculation bas=
    is is "Base Price."  When "One group per assignment" is selected in Account=
    ing configuration, then this window should only list tax codes that belong =
    to class groups that have not already assigned to the tax zone and type com=
    bination selected.  The nature of this logic will require that the tax code=
    be repopulated when tax zone and type selections have change.
    + Tax the combination of tax zone, tax type and tax code should be enforced=
    to be unique, which is a change from previous behavior where tax zone and =
    tax type were unique. Tax code listings should only include tax codes where=
    the calculation basis is "Base Price."  When "One group per assignment" is=
    selected in Accounting configuration, then this window should only list ta=
    x codes that belong to class groups that have not already assigned to the t=
    ax zone and type combination selected.  The nature of this logic will requi=
    re that the tax code be repopulated when tax zone and type selections have =
    change.
    + =

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

    @@ -150, +152 @@

      =3D=3D=3D Tax Code =3D=3D=3D
      The tax code window will be reorganized as pictured. Only one G/L account=
    may be associated with a tax code. Multiple rates may be associated with a=
    tax code with corresponding effective and expire dates. Error trapping wil=
    l need to be built into the rates to ensure there is no overlap so that onl=
    y one rate may be effective at any given time.
      =

    - A tax class combo box will be added to the window.  This class may be use=
    d for reporting purposes such subtotals on forms and tax historical summari=
    es.
    + Tax class and tax authority combo boxes will be added to the window as op=
    tional selections.  These may be used for reporting purposes such subtotals=
    on forms and tax historical summaries. Tax class in particular may have be=
    aring on cumulative tax calculation behavior as described in the algorithms=
    section of this document.
    + =

    + Calculation basis will be a combo box that lists "Base Price" plus all ot=
    her tax codes that share the same class assignment.  As such this combo box=
    will need to be re-populated when the class code is changed.  When base pr=
    ice is chosen the tax code may be assigned on the tax assignment window, an=
    d the tax calculation will be based on the base price amount to be taxed, p=
    lus any applicable cumulative taxes.  When a tax code is selected, then the=
    tax code will be calculated against derived amount from the referenced tax=
    code.  In other words, this is a way to define a tax on a tax.
      =

      Color coding (not pictured) should apply on the rates list following the =
    same rules for effectivity on the Bill of Materials window: Expired rate ro=
    ws are red (error display role), future rate rows are blue (emphasis displa=
    y role) and the current rate row is the default color (usually black).
      =