omfgppc - 2009-03-10

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The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

  =3D=3D=3D Tax Areas =3D=3D=3D
  A Tax Areas window will be created that lists tax areas located in the Ac=
counting > Tax menu.  New and edit buttons will open the Tax Area window in=
new and edit mode respectively.
  =

- {{attachment:taxAreas.png}}
+  . {{attachment:taxAreas.png}}
  =

  =3D=3D=3D Tax Area =3D=3D=3D
  A Tax Area window will be created to create and edit tax area records as =
pictured.  Tax Areas should be unique and blank entries should not be allow=
ed.
  =

- {{attachment:taxArea.png}}
+  . {{attachment:taxArea.png}}
  =

  =3D=3D=3D Tax Classes =3D=3D=3D
  A Tax Class window will be created that lists tax areas located in the Ac=
counting > Tax menu.  New and edit buttons will open the Tax Class window i=
n new and edit mode respectively.
  =

- {{attachment:taxClasses.png}}
+  . {{attachment:taxClasses.png}}
  =

  =3D=3D=3D Tax Class =3D=3D=3D
  A Tax Class window will be created to create and edit tax area records as=
pictured.  Tax classes should be unique and blank entries should not be al=
lowed.
  =

- {{attachment:taxClass.png}}
+  . {{attachment:taxClass.png}}
  =

  =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.
  =

- {{attachment:taxAssignments.png}}
+  . {{attachment:taxAssignments.png}}
  =

  =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.
  =

- {{attachment:taxAssignment.png}}
+  . {{attachment:taxAssignment.png}}
  =

  Tax codes will not be able to be added until both a tax authority and tax=
type are selected.
  =

@@ -133, +133 @@

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

- {{attachment:taxAuthority.png}}
+  . {{attachment:taxAuthority.png}}
  =

  =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.
@@ -142, +142 @@

  =

  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.
  =

- {{attachment:taxCode.png}}
+  . {{attachment:taxCode.png}}
  =

  The buttons function as follows
  =

@@ -172, +172 @@

  =

  Users should not be allowed to select a null tax authority if any miscell=
aneous distributions have been made for type tax.
  =

- {{attachment:voucher.png}}
+  . {{attachment:voucher.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. The G/L account associated with the tax co=
de will be used to capture the debit amount associated with the tax on the =
general ledger. Tax code will only be enabled if a tax authority has been s=
elected on the voucher.
  =

- {{attachment:voucherMiscDistrib.png}}
+  . {{attachment:voucherMiscDistrib.png}}
  =

  =3D=3D Report Changes =3D=3D
  =3D=3D=3D Summarized Tax History =3D=3D=3D
  The Summarized Taxable Sales report will be renamed Summarized Tax Histor=
y. The report should be moved from the Sales > Reports menu to an Accountin=
g > Tax > Reports menu.
  =

- {{attachment:dspSummarizedTaxHistory.png}}
+  . {{attachment:dspSummarizedTaxHistory.png}}
  =

  The report will be expanded to summarize by either tax code or tax type. =
If tax type is selected as the summary option, the options to show "All Tax=
Codes" or "Selected Tax Codes" should be changed to show "All Tax Types" o=
r "Selected Tax Types."
  =

@@ -200, +200 @@

  =3D=3D=3D Detailed Sales Tax History =3D=3D=3D
  The Detailed Sales Tax History window will be included to provide support=
ing detail for the Summarized Tax History report. While it will be able to =
be accessed by right click drill down from that window, it will also be ava=
ilable in the menu system under Accounting > Tax > Reports.
  =

- {{attachment:dspDetailedSalesTaxHistory.png}}
+  . {{attachment:dspDetailedSalesTaxHistory.png}}
  =

  The screen shot above shows the report content requirements. The cohist t=
able and corresponding cohisttax table will be used to accumulate most of i=
nformation shown. The rules concerning the date basis will be the same as t=
he Summarized Tax History described above.  The currency designated on the =
right most calculations will be drawn from the tax authoritity designated o=
n the sales history record.
  =

@@ -211, +211 @@

  =3D=3D=3D Detailed Purchase Tax History =3D=3D=3D
  The Detailed Purchase Tax History window will be included to provide supp=
orting detail for the Summarized Tax History report. While it will be able =
to be accessed by right click drill down from that window, it will also be =
available in the menu system under Accounting > Tax > Reports.
  =

- {{attachment:dspDetailedPurchaseTaxHistory.png}}
+  . {{attachment:dspDetailedPurchaseTaxHistory.png}}
  =

  The screen shot above shows the report content requirements. The vohead a=
nd vodist tables will be used to accumulate most of information shown. The =
rules concerning the date basis will be the same as the Summarized Tax Hist=
ory described above, except that in this case the distribution date is avai=
lable on the vohead table. The currency listed in the rightmost colum will =
be that of the tax authority specified on the source voucher.
  =