{"id":19228,"date":"2019-11-29T10:24:52","date_gmt":"2019-11-29T10:24:52","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=19228"},"modified":"2019-12-18T06:01:15","modified_gmt":"2019-12-18T06:01:15","slug":"tax-calculation-on-freight-charges-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/11\/29\/tax-calculation-on-freight-charges-in-sage-x3\/","title":{"rendered":"Tax calculation on Freight charges in Sage X3"},"content":{"rendered":"\n<p>Freight charges refers to the Freight rate or the Price that is charged by a carrier for delivering goods from Source location to Destination location.  <\/p>\n\n\n\n<p>You may come across a situation where you would like to add elements like discounts, freight charges etc on the sales order . <a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3<\/a> has a feature to add different invoicing elements like Discount%, Discount $, Freight etc in the sales invoicing element screen. Also the entry of the position number is important as it will determine the position of the elements in respective screens. Refer below screen shots:<\/p>\n\n\n\n<p><em><strong>Navigate to : <\/strong><\/em>Setup \u2192  Sales \u2192 Invoicing Elements \u2192 Freight Charges \u2192 Element position<\/p>\n\n\n\n\n\n\n\n<p>Now, check freight charge\nis added on the invoicing tab \u2192 invoicing element grid.<\/p>\n\n\n\n<p><strong><em>Navigate to:<\/em><\/strong><em> <\/em>Sales \u2192 Orders \u2192 orders \u2192 Invoicing tab.<\/p>\n\n\n\n\n\n<p>Refer above screen shot, as we have defined value for Freight = &#8216;4.05&#8217; amount .<\/p>\n\n\n\n<p>Now, check tax calculation on freight, how taxes are applied on Freight. <br>Refer below screen shot: <\/p>\n\n\n\n\n\n<p>As we can see that, in the\nabove screen shot the taxes which are applied on the sales order\nlines are (GST,EXO).<\/p>\n\n\n\n<p>Now, as we can see in the\nabove screen shot that what freight charge and discounts  values are\napplied on the lines. See the below calculation for Lines excluding\ntax, Excluding tax, and including tax fields.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Lines excluding tax<\/strong> = 32 , because the total gross price which are applied on the line level is &#8217;32&#8217; and &#8216;0&#8217; <\/li><\/ul>\n\n\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Excluding tax<\/strong>= 36.05          (32+4.05) <\/li><\/ul>\n\n\n\n<p>where 32 are the lines\ntotal price and 4.05 is freight charges which is defined in the\ninvoicing tab.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Including tax<\/strong>= 38.06          (33.60+4.46) <\/li><\/ul>\n\n\n\n<p>here, 33.06 is the total\ntax amount which are applied on the line level I.e 5% discount is\napplied on the line1 = 32+ (5%)= 32 + 1.6 = 33.60<\/p>\n\n\n\n<p>4.46 is the tax applied on\nthe freight charge= 4.05 + (10%)= 4.05 + 0.405= (4.05+ 0.41) = 4.46. \n<\/p>\n\n\n\n<p>Refer below screen shot for more clarity:<\/p>\n\n\n\n\n\n<p>Now , check form where Tax\n(T10) is applied on the freight Charges.<\/p>\n\n\n\n<p>Follow below steps to\nreplicate it:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Check Tax which is applied on the Freight charges. (Navigate to: setup \u2192 sales \u2192 invoicing element, Freight charges \u2192 Taxes) which is (NOR) <\/li><li>Check BP tax rule in the &#8216;Management tab&#8217; on sales order screen which is &#8216;SPIC&#8217; . <\/li><li>Now check the tax rate which is applied on both the taxes in the tax determination screen. Refer below screen shot:<\/li><\/ol>\n\n\n\n\n\n<p>The Tax rate which is\napplied on the &#8216;SPIC&#8217; and &#8216;NOR&#8217; is T10 and on this 10% rate is\ndefined. So that is why 10% rate is applied on the freight charges.<\/p>\n\n\n\n<p>This explains the calculation of tax which is applied on the freight charges.<\/p>\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;\u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our&nbsp;unique GUMU&#x2122; integrations include&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage X3 for Sage CRM<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>&nbsp;along with Implementation and Technical Support worldwide for&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage X3 (Sage Enterprise Management)<\/a>. Currently we are&nbsp;<a href=\"https:\/\/www.greytrix.com\/africa\">Sage X3 Implementation Partner<\/a>&nbsp;in East Africa, Middles East, Australia, Asia.&nbsp;We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,&nbsp;integrated applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a>&nbsp;|&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a>&nbsp;and have developed add-ons such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight&nbsp;<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a>&nbsp;for Sage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration also listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage X3 \u2013 Salesforce is a 5-star app listed on&nbsp;<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at&nbsp;<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>","protected":false},"excerpt":{"rendered":"<p>Freight charges refers to the Freight rate or the Price that is charged by a carrier for delivering goods from Source location to Destination location. You may come across a situation where you would like to add elements like discounts, freight charges etc on the sales order . Sage X3 has a feature to add\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/11\/29\/tax-calculation-on-freight-charges-in-sage-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,8,10,1],"tags":[2893,2554,1839,1881,1986,2242,2244],"class_list":["post-19228","post","type-post","status-publish","format-standard","hentry","category-features","category-sage-erp-x3","category-standard","category-uncategorized","tag-freight-charges","tag-invoicing-element-in-sage-x3","tag-sage-x3-blogs","tag-sage-x3-functionality","tag-sales-order-in-sage-x3","tag-tax-determination-in-sage-x3","tag-tax-rates"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19228","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=19228"}],"version-history":[{"count":8,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19228\/revisions"}],"predecessor-version":[{"id":19460,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19228\/revisions\/19460"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=19228"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=19228"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=19228"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}