SOE TAX

The following control maintenance records belong to the TAX area within the SOE (Sales Order Entry) category.

Allow Copy Avalara Bill-To Usage Code To All Ship-Tos

Indicate if you want the system to push the usage code from Avalara used for your bill-to customers to all your ship-to customers as well.

Options	Yes - Copies usage codes set in Customer Maintenance for bill-to accounts to all ship-to customers. No - Keeps usage codes only for the bill-to customers.
Outcome of setting this control record	Avalara manages the tax exemptions and calculations for just the bill-to customer and its parameters. This can ensure that exemptions are handled correctly. For example, when a bill-to customer is exempt with a G avalara usage code, but the ST accounts are not exempt, if this option is set to Yes, then the ship-to customer is being charged tax due to the usage code on the bill-to customer account.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	Set Avalara usage codes in Customer Maintenance: Pricing > Sales Tax.

Disable Edit Ability Of TaxCode In Line Item Taxability View

Indicate whether to prevent users from editing the Tax Code column in the Line Item Taxable View in sales order entry.

Options	Yes - Users cannot edit the Tax Code column. No - Users can edit the Tax Code column.
Outcome of setting this control record	Determines whether users can edit the value in the Tax Code column in the Line Item Taxable view in sales order entry.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	None

Enter GL ID For Goods & Services Tax (GST) GL Account

For Canadian customers to whom Goods and Services Taxes (GST) apply, in addition to Provincial Sales Taxes (PST), enter the ID of the GST Payable G/L account.

Options	Any payable G/L account.
Outcome of setting this control record	The system prints the GST and PST amounts on separate lines of the point of sale receipt.
Default Value(s)	Blank
Action if set to Null	The system prints only the PST amount on the receipt.
Additional Information	None

Maximum Digits For Freight, Handling, And Tax

Enter the maximum number of digits that are allows in all freight, handling, and tax fields in the Totals tab of an order.

Options	Any number between 0 and 999.
Outcome of setting this control record	If a user tries to exit an order that has information in the freight, handling, or any tax field that exceeds the number of digits set here, a warning displays. Setting this record can help prevent a user from entering the wrong information in a field in order entry, such as, entering a credit card number in the wrong field.
Default Value(s)	10
Action if set to Null	The system does not display a warning message for any value set in the freight, handling, or tax fields. If left blank, the system defaults to 8 digits.
Additional Information	The setting in this control maintenance record does not apply to the settings in the Freight tab in Ship Via Maintenance or to the distributions defined in the OE Freight Distribution window. It applies only to the freight, handling, and tax fields in the Totals tab of an order.

Recalculate Tax On Credit

Indicate whether the system recalculates the tax on the credit generation of a credit/rebill transaction.

Options	Yes - Recalc tax using the original ship date - Recalculates the tax on the credit generation, using the original ship date of the credit generation. Yes - Recalc tax Using the rebill ship date - Recalculates the tax on the credit generation, using the ship date of the rebill generation. No - copy tax from original sale as an override - Copies the tax dollars from the original generation to the credit generation as an override.
Outcome of setting this control record	Determines how the system calculates taxes for orders that are credited and then rebilled.
Default Value(s)	No
Action if set to Null	Same as if set to No.
Additional Information	For more information about crediting and rebilling orders, see the following topics: Crediting and Rebilling Sales Orders. Crediting and Rebilling Purchase Orders.

Recalculate Tax On Rebill

Indicate whether the system recalculates the tax on a rebill generation if the tax rate on the original tax jurisdiction has changed, when a user executes a credit/rebill transaction.

Options	No - copy tax from original sale as an override - Does not recalculate the tax. The credit and rebill taxes are the negative of the original sales tax. The system flags the credit and rebill tax amounts with an asterisk () to indicate an override. Users must be assigned the highest level of the SOE.TAX.EDIT authorization key to edit these amounts. Tax jurisdiction and any exemption information carries over to the credit and rebill from the original invoice. Yes - Recalc tax using the original ship date - The credit is the negative of the original sales tax. The system flags the rebill amount with an asterisk () to indicate an override. The system recalculates the rebill sales tax based on the ship date of the original order generation. Yes - Recalc tax using the rebill ship date - The credit is the negative of the original sales tax. If the rate on the original tax jurisdiction has changed, the system flags the rebill amount with an asterisk () to indicate an override. The system recalculates the rebill sales tax based on the ship date of the rebill order generation, using current information from the entity file, the ship via file, and the tax jurisdiction rules. The system copies all tax jurisdiction and exemption information from the original sale, so if the original invoice was tax exempt, then the rebill is tax exempt. The Totals tab displays the new Sales Tax amount with no asterisk (). The Header tab displays an asterisk next to the Tax Jurisdiction field.
Outcome of setting this control record	Determines how the system calculates tax on the rebill side of a credit/rebill transaction. See the details above.
Default Value(s)	Yes - Recalc tax using the rebill ship date
Action if set to Null	Same as if set to Yes - Recalc tax using the rebill ship date.
Additional Information	If set to Yes - Recalc tax using the original ship date, there are three possible exceptions: If the user adds or deletes an item on the rebill, the system recalculates the tax based on the ship date of the rebill generation. The system ignores comments and subtotals in determining whether items have been added or deleted. If the user changes the ship via on the rebill, the system displays the following prompt: This ship via change will cause sales taxes to be recalculated. Continue (Y/N)? If the user responds Yes, the system recalculates the tax based on the ship date of the rebill generation. If the user responds No, the system returns the ship via to its original value and does not recalculate the sales tax. If the user changes quantities for any items on the original order generation on which a credit/rebill was done, but no line items are added, deleted, or changed to different products, the system recalculates the sales tax based on the ship date of the original order generation.
Avalara	If you use Avalara for Eclipse, changes to sales orders should always follow the standard credit and rebill process.

Use Branch That Receives Credit For The Sale For NST Taxable States

Complete this record if your company uses the National Sales Tax companion product. Indicate whether the system bases taxes for taxable states on the branch that receives credit for the sale.

Options	Yes - The system uses the branch specified in the Branch That Receives Credit For The Salecontrol maintenance record. No - The system uses the shipping branch.
Outcome of setting this control record	Determines which branch receives credit for a sale when the National Sales Tax companion product is in place.
Default Value(s)	No
Dependencies	Branch That Receives Credit For The Sale control maintenance record.
Action if set to Null	Same as if set to No.
Additional Information	For more information about using National Sales Tax, see National Sales Tax Database Overview.