omfgppc - 2009-03-10

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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}}
  =