omfgppc - 2009-03-10

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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).
  =