omfgppc - 2009-02-27

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The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

  The paradigm of associating tax codes to assignments will be similar to t=
hat of contacts to CRM accounts. Tax codes will not be able to be added unt=
il both a tax authority and tax type are selected. The buttons will functio=
n as follows
  =

   * '''Close''' - Closes the window.
-  * '''New '''- Opens the Tax Code window in dialog mode. When the tax cod=
e window is saved, it returns the of the tax code which creates a tax assig=
nment record.
+  * '''New '''- Opens the Tax Code window in dialog mode. When the tax cod=
e window is saved, it returns the of the tax code which creates a tax assig=
nment record. Enabled when both a tax authority and tax type are selected.
-  * '''Edit '''- Opens the Tax Code window for editing.
+  * '''Edit '''- Opens the Tax Code window of the selected tax code for ed=
iting.  Only enabled when a row is selected.
+  * '''View''' - Opens the Tax Code window of the selected tax code in vie=
w mode. Only enabled when a row is selected.
-  * '''Attach''' - Displays a list of existing tax codes. User can select =
a tax and it is added to the assignment list.
+  * '''Attach''' - Displays a list of existing tax codes. User can select =
a tax and it is added to the assignment list. Enabled when a tax authority =
and a tax type are selected.
-  * '''Detach''' - Deletes a tax code assignment.
+  * '''Detach''' - Deletes a the selected tax code assignment. Only enable=
d when a row is selected.
-  * '''Move Up''' - Moves the code higher on the list with each click.  Th=
is has impact on cumulative tax codes and determines the order in which cum=
ulative tax codes are accumulated.  The lowest are accumulate the highest.
+  * '''Move Up''' - Moves the code higher on the list with each click.  Th=
is has impact on cumulative tax codes and determines the order in which cum=
ulative tax codes are accumulated.  The lowest are accumulate the highest.O=
nly enabled when a row is selected.
-  * '''Move Down''' - Moves the code lower on the list with each click.  A=
lso for controlling cumulative behavior.
+  * '''Move Down''' - Moves the code lower on the list with each click.  A=
lso for controlling cumulative behavior. Only enabled when a row is selecte=
d.
  =

  =3D=3D=3D Tax Authority =3D=3D=3D
  Tax Authority will be reorganized with the address being added to a tab a=
s pictured:
  =

  {{attachment:taxAuthority.png}}
  =

- The tax assignments window will be embedded on a tab called Assignments. =
The embedding will be accomplished similar to the way several displays are=
embedded into the purchase order and vendor workbenches.  The "Show" contr=
ol will be hidden and set to select the specific tax authority being edited=
in the Tax Authority window.
+ The Tax Assignments window will be embedded on a tab called Assignments. =
The embedding will be accomplished similar to the way several displays are=
embedded into the purchase order and vendor workbenches.  The "Show" contr=
ol will be hidden and set to select the specific tax authority being edited=
in the Tax Authority window.
  =

  {{attachment:taxAuthority_assignmentsTab.png}}
  =

@@ -122, +123 @@

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

- By default the effective rate will be displayed.  However, "Show Expired"=
and "Show Future" check boxes will be available so users may view all the
+ Color coding (not pictured) should apply on the rates list following the =
same rules for effectivity on the Bill of Materials window:  Expired rate r=
ows are red (error), future rate rows are blue (emphasis) and the current r=
ate row is default.
  =

  {{attachment:taxCode.png}}
  =

+ The buttons function as follows
+ =

+  * '''New''' - Opens the Tax Code Rate window in new mode.
+  * '''Edit '''- Opens the selected Tax Code Rate window in edit mode.  En=
abled only when a row is selected.
+  * '''View''' - Opens the selected Tax Code Rate window in view mode.  En=
abled only when a row is selected.
+  * '''Expire''' - Expires the selected row on today's date.
+  * '''Delete''' - deletes the selected row.
+ =

  =3D=3D=3D Tax Code Rate =3D=3D=3D
- {{attachment:taxCodeRate.png}}
+ When creating or editing a tax rate users will be presented with a window=
as pictured: {{attachment:taxCodeRate.png}}
+ =

+ In the Unit of Measure group users define the tax rate which may be a per=
centage or a flat currency amount.  If a flat amount is specified, it will =
be converted to the currency of the document where it applies (i.e. Sales O=
rder, Invoice etc.).
  =

  =3D=3D=3D Sales Order Item, Select Billing Quantity, Invoice Item, Return=
Authorization Item and Credit Memo Item =3D=3D=3D
  The tax code widget will be removed from these windows. The tax type widg=
et will remain and the tax type id is the value that should be saved at the=
line item level.
@@ -194, +205 @@

  What changes do we anticipate making to the database schema? New tables? =
Views? Indexes?
  =

  '''The new whatever-you-call-it table'''
- ||<style=3D"TEXT-ALIGN: center">'''Column Name''' ||<style=3D"TEXT-ALIGN:=
center">'''Description''' ||<style=3D"TEXT-ALIGN: center">'''Data Type''' =
||<style=3D"TEXT-ALIGN: center">'''Comments''' ||
+ ||<style=3D"text-align: center;">'''Column Name''' ||<style=3D"text-align=
: center;">'''Description''' ||<style=3D"text-align: center;">'''Data Type'=
'' ||<style=3D"text-align: center;">'''Comments''' ||
  ||{{{}}}field1 ||Describe me ||data_type ||how it's used ||
  ||foreign_key ||Describe me ||integer ||foreign key to other_id ||
  ||enum_field ||Status or similar field ||character(1) ||Can take one of t=
he following: <<BR>>* A value <<BR>>* Different Value <<BR>>* Final Value ||
@@ -203, +214 @@

  =

  =

  What privileges do we need?
- ||||<style=3D"TEXT-ALIGN: center">'''Privileges for feature''' ||
+ ||||<style=3D"text-align: center;">'''Privileges for feature''' ||
- ||<style=3D"TEXT-ALIGN: center">'''Name''' ||<style=3D"TEXT-ALIGN: center=
">'''Description''' ||
+ ||<style=3D"text-align: center;">'''Name''' ||<style=3D"text-align: cente=
r;">'''Description''' ||
  ||!MaintainWhatever-you-call-it ||Can Add/Edit/Delete stuff ||
  ||!ViewWhatever-you-call-it ||Can View stuff ||
  =