Specify TCD by item

Specify TCD By Item

This page allows you to specify the Tax/Charges/Discounts for each line Item. Based on the order line number entered, the details of the item are populated and displayed from the main page. The TCD code is entered manually if known or with the help facility available. Based on the TCD code entered, the TCD details are populated from the “Tax Charge and Discount” business component. The information regarding the billing of TCD and Billing event are also captured in this page. The total amount of TCD is recalculated and displayed.

Select the "Specify TCD by Item" link at the bottom of "Maintain Sale Order " page.

The "Specify TCD By Item" page appears.

The system displays the following details:

Status	The status of the sale order.
Order No.	The unique number identifying the sale order. If the order number is a valid number, then the system retrieves the details of the order number and populates in the appropriate fields in this page.
Amendment No.	The number identifying the amendment made on the sale order. Every time the sale order is successfully amended, the system increments the amendment number by one.
Order Date	The date on which the sale order was created.

Enter the following field in the “Item Details” group box:

Order Line No.

The number identifying the line item in the sale order (Integer). The system ensures that this field is not left blank. If the order number is not null, then the system checks if the line number is a valid line number for the order number.

If the entered line number is valid for the order number, then the system displays the line details from the main page:

Item Code	The code identifying the line item.
Variant Code	The code identifying the item variant.
Item Variant Desc.	The description of the item variant.
Qty.	The quantity of the item ordered in the sale order.
Customer Code	The code identifying the customer.
Ship To Address Id.	The address of the location at which the items must be delivered.
Required Date	The date on which the customer requires the item at his/her location.
Shipping Point	The point from where the goods are shipped to the delivery area specified by the customer.
Warehouse Code	The code identifying the shipping point warehouse at which the specified quantity of the item is available.

The system displays the following fields in the “Order Details” group box:

Order Basic Value	The order basic value is calculated as a Sum (Total Item Price). Excluding TCD and VAT.
Order Total Value	The order total value is calculated based on the order basic value TCD and VAT.

The formula for calculating the Order Total Value is as follows:

Order Total Value = (Order Basic Value + Total Tax + Total Vat + Total Charge)- Total Discount.

Total VAT	Sum of the VAT of all items in the sale order for the particular customer.
Total Tax	Sum of all the taxes charged on the items in the sale order for the particular customer.
Total Charge	Sum of charges of all items in the sale order for the particular customer.
Total Discount	Sum of all discounts offered on the items in the sale order for the particular customer.

Enter the following details in the “TCD Details” multiline:

TCD Billable	Use the drop-down list box to specify whether TCD is billable or not. You can select from either “Yes” or “No”. The system displays “Yes” by default on launch of the page.
Billing Event	Use the drop-down list box to specify when the billing event should occur. You can select from either “Movement” or “Invoice”. The system displays “Invoice” by default on launch of the page.
	Movement – indicates that the billing for TCD on shipment of goods from the shipping point.
	Invoice – indicates that the billing for TCD only when an invoice is raised.
TCD Code	The code identifying the Tax/Charge/Discount (Alphanumeric, 10). The system ensures that this field cannot be left blank. If not left blank, the system checks for its validity from the “TCD” business component.
	Help facility available.
TCD Variant	The code identifying the variant of the TCD code (Alphanumeric, 10). The system ensues that this field is not left blank. If it is not left blank, the system checks for its validity from the “TCD” business component.

If the TCD Code entered is valid, the system retrieves the following details and displays in the multiline:

TCD Type	The type of TCD calculated. It can be “Tax”, “Charge” or “Discount”.
TCD Basis	The basis on which the TCD is to be calculated. You can select from “Percentage”, “Flat Amount” or “Unit Price”.
	Percentage – indicates that the TCD is calculated as percentage of the “Applied On” Value defined in “TCD” business component.
	Flat Amount – indicates that the TCD is paid as a flat amount .
	Unit Price – indicates that the TCD is calculated for each piece of item.

The system displays the following field:

Variant Value

The value of the Tax, Charge or Discount variant. This field is displayed based on the TCD basis. For example, if the TCD basis is “Percentage”, then in case if the variant value is 5 then the variant value is 5 %.

Note: If the TCD basis is selected as percentage, then a percentage of item prices will be displayed. If the TCD basis is flat, then the amount charged by the vendor will be displayed.

Enter the following field:

Total TCD Amount

The total amount of TCD (Integer). The system ensures that this field is not left blank.

Click the “Calculate” pushbutton to compute the total TCD amount.
Click the “Add TCD Details” pushbutton to add the TCD details for the selected line item.

The system checks if TCD basis is "Flat" for any data row. Then it checks if the TCD Amount is left blank or not. If it is left blank, then the system calculates total TCD amount from “TCD” business component.

To proceed, carry out the following

Select the “Attach Notes” link at the bottom of the page to attach notes.
Select the “Tax Calculation - Summary” link at the bottom of the page to specify Tax details.