iVend Retail 6.6 - Management Console - Help Manual > Administration > Financials

Tax Condition Setup

Using Tax Condition setup, a user can setup Tax Conditions based on different conditions like customer, product, warehouse, minimum price, maximum price, product attributes and product user defined values and so on.

To open the window, choose Administration > Financial > Tax Condition Setup.

Setup Screen

Field	Description/Activity
Subsidiary	Select a Subsidiary to which the Tax Condition belongs from the list of Subsidiary(s). Click [...] to open the Subsidiary Search screen and select the Subsidiary. This field is available if subsidiary is enabled. Once saved the master, assigned Subsidiary cannot be changed.
Customer Type	Select any one of the following Customer Type: •Customer: Select this, if the tax code condition is to be setup for a particular customer. •Customer Group: Select this, if the tax code condition is to be applied for all the customers falling under a customer group. •Vendor: Select this, if the tax code condition is to be setup for a particular vendor. •Vendor Group: Select this, id the tax code condition is to be applied for all the vendors falling under a vendor group. •None: Select this, if the tax code condition is independent of the customer.
Customer	Based on the Customer Type select the value from lookup. If subsidiary is enabled, customer search get filtered as per selected subsidiary.
Product Type	Select any one of the following Product Type: •Product: Select this, if the tax code is to be setup for a particular product. •Product Class: Select this, if the tax code condition is to be applied for all the products falling under a product class. •Product Group: Select this, if the tax code condition is to be applied for all the products falling under a product group. •None: Select this, if the tax code condition is independent of the product.
Product	Based on the Product Type, select the value from lookup. If subsidiary is enabled, product search get filtered as per selected subsidiary.
Warehouse Type	Select any one of the following Warehouse Type: •Warehouse: Select this, if the tax code condition is to be setup for a particular warehouse/store. •Store Group: Select this, if the tax code condition is to be applied for all the stores which are falling under a store group. •None: Select this, if the tax code condition is independent of the warehouse on which the transaction will be performed.
Warehouse	Based on the Warehouse Type, select the value from lookup. If subsidiary is enabled, warehouse search get filtered as per selected subsidiary.
Minimum Price	Enter the minimum price criterion an item if the tax code condition is based on the price of an item.
Maximum Price	Enter the maximum price criterion an item if the tax code condition is based on the price of an item.
Condition	Select one of the following Conditions: •ShipTo_Zip: Select this, if the tax code condition is to be setup for a particular zip code of the fulfillment address. •ShipTo_City: Select this, if the tax code condition is to be setup for a particular City of the fulfillment address. •ShipTo_County: Select this, if the tax code condition is to be setup for a particular County of the fulfillment address •ShipTo_State: Select this, if the tax code condition is to be setup for a particular State of the fulfillment address. •ShipTo_Country: Select this, if the tax code condition is to be setup for a particular Country of the fulfillment address. •None: Select this, if the tax code condition is independent on the fulfillment address of the transaction.
Condition Value	Based on the Condition specified above, enter the condition value that is to be matched.
Tax Code	Select the Tax Code that should be applied based one the tax condition setup. If subsidiary is enabled, Tax code search get filtered as per selected subsidiary.
Attribute	Select the attribute of which the tax condition is to be applied. User can select upto 3 product attributes on which the specified tax code is to be applied.
Attribute Value	Enter the value of the Attribute to be matched while determining the tax code.
UDF	Select the UDF on which the tax condition is to be applied. User can select upto 3 product UDFs on which the specified tax code is to be applied.
UDF Value	Enter the UDF value to be matched while determining the tax code.
From Date	Enter the date from which the tax conditions is to be applied.
To Date	Enter the date till which the tax conditions is to be applied.
From Time	Enter the time from which the tax conditions is to be applied.
To Time	Enter the time till which the tax conditions is to be applied.
[Add Condition]	Allows the user to add a Tax Condition detail line.
[Delete Condition]	Allows the user delete the selected Tax Condition detail line(s).
[OK]	The button updates changes to the database and closes the screen.
[Cancel]	The button does not save any changes and closes the screen.