Customized Order Entry Screen for Tax Group

By | March 31, 2023

In Sage 300 ERP, the Tax Group assigned to the customer flows directly to the transaction level in the OE Order Entry Screen. But sometimes Users need a different Tax Authority at the transaction level depending upon the location of supply of goods i.e. for intrastate SCGST authority and for interstate IGST authority is used. In such case, the Tax Group needs to be manually changed for another Tax Authority at the transaction level.

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In this blog, we are going to discuss about the customization done for the OE Order Entry screen where the Tax Group at the transaction level can be updated depending upon the Header Level location.

For this customization User needs to create an Optional Field for every location with IGST and SCGST Tax Authority wherein the description of the optional field will be the combination of Location and Tax Authority as shown below:

Fig1: Optional Field UI

When User changes the Header Level location at the transaction level in OE Order Entry screen the customization will check for the State field of Header location with the State field of Customer.

If the State field of Header Level location is same as the State field of the Customer then the Tax Group value will be fetched from optional field with SCGST Tax Authority for that particular State.

E.g.: If the state of header level location is Maharashtra and the Customer state is also Maharashtra then tax group value will be fetched from optional field having description as ‘SCGSTMaharashtra’.

Please refer below screenshot:-

Fig2: Tax group for SCGST Tax Authority

If the State field of Header Level location is different from the State field of the Customer then the Tax Group value will be fetched from optional field with IGST Tax Authority for State of the Header Level location.

E.g.: If the customer state is Maharashtra and the state of Header Level location is Karnataka then, the Tax Group value will be fetched from the optional field where description will be ‘IGSTKarnataka’.

Please refer below screenshot:-

Fig3: Tax group for IGST Tax Authority

Thus, Users can easily update their Tax groups for the required Tax Authority.

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