Using the Sales and Use Tax Interface > Setting Up SUTI > Setting Up Quantum Tax Decision Maker (TDM)
  
Setting Up Quantum Tax Decision Maker (TDM)
Using Quantum’s Tax Decision Maker (TDM) program, you can define individual tax requirements by QAD ERP customer or supplier ID, customer or supplier tax usage code, item tax class, tax zone, site code, GL entity, or a combination of these criteria. You can use TDM to track exemptions or identify other kinds of exceptions that require special calculation.
Use the following rules to define tax exceptions in the TDM database:
To define tax exceptions in the TDM database by customer or supplier tax usage code, establish corresponding customer classes in the Quantum system.
To define tax exceptions in the TDM database by item tax class, establish corresponding product codes in the Quantum system.
Quantum GeoCodes are mapped to QAD ERP tax zones. To define tax exceptions in the TDM database by QAD ERP tax zone, use the corresponding GeoCodes in the Quantum system.
To define tax exceptions in the TDM database by site, establish corresponding division codes in the Quantum system.
To define tax exceptions in the TDM database by GL entity, establish corresponding company codes in the Quantum system.
The system uses either the primary entity—selected in Domain Create (36.1.1.1.1)—or the entity associated with the site on the invoice header, depending on the value of Use Primary/Invoice Tax Entity in Tax Interface Control. See the Use Primary/Invoice Tax Entity field on here.
QAD ERP and TDM Code Values summarizes the QAD ERP application values that you can use to define tax exceptions in the TDM database, along with the corresponding codes that you must set up for each QAD ERP value in the Quantum system.

QAD ERP and TDM Code Values
 
QAD ERP Code
Quantum TDM Code
Customer or supplier code
Customer code
Tax usage code
Customer class
Item tax class
Product code
Tax zone
GeoCode
Site code
Division code
GL entity
Company code