QAD Solution
QAD has created a link between tax types and logistics charge codes, which is then used by the tax calculations in Fiscal Receiving.
Linking Logistics Charges and Tax Types
Use Log Charge Code Tax Detail Maint (2.15.21) to link logistics charge codes to tax types.
Log Charge Code Tax Detail Maint
Logistics Charge Code
Specify the logistics charge code that you want to link to a tax type.
Tax Type
Specify the tax type to link to the logistics charge code.
Taxable
Select the field to indicate that the logistics charge code and tax type combination is taxable. Clear the field if the logistics charge code and tax type combination is nontaxable.
Tax Class
Specify a tax class that applies for the logistics charge code and tax type combination.
You can view all defined tax type and logistics charge code combinations in Log Charge Code Tax Detail Browse (2.15.22).
Log Charge Code Tax Detail Browse
Example:
Five tax types apply for a Brazilian tax environment: IMPORT, ICMS, PIS, COFINS, and IPI. For a logistics charge code of Freight, the charges are only taxable for the IMPORT and ICMS tax types.
Use Log Charge Code Tax Detail Maint to create a record for all five tax types and the logistics charge code. You only select the Taxable field for the Freight/ICMS and Freight/IMPORT combinations.
Create a purchase order for imported goods, and view the taxes that apply in the trailer.
Purchase Order Maintenance, Trailer
Receive the purchase order in Fiscal Receiving.
Fiscal Receiving
Link line 1 of the fiscal receipt to the PO that you created earlier.
Fiscal Receiving, Fiscal Line 1, Linked PO
Link line 2 of the fiscal receipt to logistics charges of type Freight, and specify the charges that apply. In this example, the charge is 30 Brazilian Real.
Fiscal Receiving, Fiscal Line 2, Linked Logistics Charges
Click Next. The logistics charge amount is apportioned according to the material (PO) line.
Fiscal Receiving, Material Legal Doc Frame
The tax details in the trailer of Fiscal Receiving show that ICMS tax is calculated for the logistics charge amount. In Log Charge Code Tax Detail Maint, the ICMS tax type and Freight charge code combination is taxable.
Fiscal Receiving Tax Detail, Line 2, ICMS
The tax details in the trailer of Fiscal Receiving show that COFINS tax is not calculated for the logistics charge amount. In Log Charge Code Tax Detail Maint, the COFINS tax type and Freight charge code combination is nontaxable.
Fiscal Receiving Tax Detail, Line 2, COFINS
In the trailer, you can see that the taxes for the PO (line 1) are unaffected and remain the same as shown in the trailer of Purchase Order Maintenance.
