In Sage X3, Tax can be determined by the combination of the tax rule associated with a BP and the tax level associated with a product.<\/p>\n
Now let\u2019s proceed with one of the Transaction in Sage X3. A standard Sales invoice Transaction allows you enter three tax levels on invoice line and a single tax rule at the Header Level. So in this way we have an option of applying three taxes of different types to a single invoice line.<\/p>\n
But Sage X3 follows some specific rules to assign these taxes against the document as mentioned below:<\/p>\n
- \n
- \n
1st<\/sup> Tax Code<\/strong>: If more than one Tax level and Tax rule point to the same tax code then the first Tax code satisfying the condition will be applied.<\/p>\n<\/li>\n
- \n
2nd<\/sup> Tax Code\/3rd<\/sup> Tax Code<\/strong>: The 2nd<\/sup> \/3rd<\/sup> Tax code is only assigned if the Tax Level selected in the Document Detail line is having Tax Type as \u201cAdditional Tax \/Special Tax\u201d<\/p>\n<\/li>\n<\/ol>\n
Example:<\/p>\n
If we select the BP tax Rule = \u201cFRA\u201d for a particular Sales Invoice. There will be the list of different product Tax Levels assigned to the BP Tax Rule = \u201cFRA\u201d and every combination of the BP Tax Rule with a product Tax Level creates a tax Determination.<\/p>\n
Every Tax Determination has a Tax Code associated with it which consist the Tax Rates slabs defined.\u00a0While Selecting the Tax Levels in a particular Sales Invoice Line, you should be following these rules:<\/p>\n
- \n
- The 1st<\/sup> Tax Level should always have \u00a0Tax Type as the VAT.<\/li>\n
- The 2nd<\/sup> Tax Level should have Tax Type either \u201cAdditional Tax \/Special Tax\u201d.<\/li>\n<\/ol>\n
If we select Tax Levels with Tax Types VAT as well as Additional Tax \/Special Tax, on a single line it is only then we will be able to see 2 tax codes against the Single Invoice Line in a document.<\/p>\n
See the below image the Tax Levels selected are<\/p>\n
RED: Tax Type= VAT: The combination of BP Tax Rule = FRA and Tax Level1 = RED result into Tax Code = FR002
\nECO: Tax Type = Additional Tax: combination of BP Tax Rule = FRA and Tax Level 2= ECO result into Tax Code = FRREC1<\/p>\nThe Rate is determined from the Tax Rates screen based on the Tax Code determined from the Tax Determination.
\n![\"\"](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/06\/image1-Tax-Determination.jpg\")
<\/a>![\"\"](\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2012\/06\/image2-Tax-Determination.jpg\")
<\/a>Sage ERP X3 gets interesting as we dig in more deeper.<\/p>\nAbout Us<\/strong><\/span>
\nGreytrix<\/a> \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>\nGreytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n
Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n
For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"
Recently, we were asked about the Tax determination logic used in Sage X3. The user was actually trying to figure out why his Sales Invoice had only one tax applied even though he had selected three Tax levels in the Invoice line. Following is a brief explanation of how Tax is determined for an invoice\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[226,1542,1792,2242,2286],"class_list":["post-610","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-bp-tax-rule","tag-product-tax-level","tag-sage-erp-x3-sales-invoices","tag-tax-determination-in-sage-x3","tag-transaction-in-sage-x3"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/610","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=610"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/610\/revisions"}],"predecessor-version":[{"id":16009,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/610\/revisions\/16009"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=610"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=610"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=610"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- The 2nd<\/sup> Tax Level should have Tax Type either \u201cAdditional Tax \/Special Tax\u201d.<\/li>\n<\/ol>\n
- \n