Where Are Taxes Edited?
Usually the individual who takes a call has more interest in recording the call problem and initiating an appropriate response than in tax details for the eventual billing. For this reason, tax data is not recorded in Call Maintenance.
Typically, tax detail is only minimally important during the recording of service activity. In Call Activity Recording, you can specify tax information at the call header and call line level. You can access tax data for detailed activity records only in Call Invoice Recording. When you create the call invoice, the system applies the information for the call line to the detail records in conjunction with defaults you set up for items and service categories. You modify tax defaults in Call Invoice Recording.
In summary, the three programs that manage calls enable you to progressively edit and review tax data:
• In Call Maintenance, you gather information the system uses later to determine the taxable status of the call.
• In Call Activity Recording, you review and modify tax data related to the call and call line.
• In Call Invoice Recording, you review and modify the tax data related to the call, call line, and call line usage records. You can also review and modify tax amounts in the trailer.