Specify TCD by Document

Specify TCD By Document

This page allows you to specify the Tax/Charges/Discounts for the document as a whole. The details of the customer are populated 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 and displayed in the multiline from the “Tax Charge and Discount” business component. The currency in which the orders are to be paid is also captured in this page. The total amount of TCD is computed and displayed in the multiline.

Select the "Specify TCD By Document" link at the bottom of the "Create Quotation" page.

The "Specify TCD By Document" page appears.

The system displays the following details:

Status

The status of the quotation.

The system displays the following details in the “Quotation Details” group box:

Quotation No.	The unique number identifying the quotation. The system checks for the existence of the quotation number.
Date	The date on which the quotation was created.
Customer Code	The code identifying the customer.
Customer Name	The name of the customer.

The system displays the following details in the “Price Details” group box:

Basic Value	The sum (Quoted Price).
Total Value	Sum of Item Basic Price+ (Total Tax by Item & Document) + (Total Charges by Item & Document) + (Total Discount by Item & Document).
Currency	The currency applicable for quotation.
Total Tax By Item	Sum of all the TCD amount where the TCD type is set to “Tax”.
Total Charges By Item	Sum of all the TCD amount where the TCD type is set to “Charge”.
Total Discount By Item	Sum of all the TCD amount where the TCD type is set to “Discount”.
Total Tax By Doc.	Sum of all the taxes charged for the whole document in a quotation.
Total Charges By Doc.	Sum of charges for the whole document in the quotation.
Total Discount By Doc.	Sum of all discounts charged for the whole document in the quotation.

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

TCD Code	The code identifying the Tax/Charge/Discount (Alphanumeric, 10). The system checks for the validity of the TCD code. It also ensures that this field is not left blank.
	Help facility available.
TCD Variant	The code identifying the variant of the Tax/Charge/Discount code (Alphanumeric, 10).

Based on the TCD Code entered, the following fields are displayed:

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. It can be “Percentage”, “Flat Amount” or “Unit Price”. The options available are:
	Percentage: indicates that a percentage of the item price is paid as TCD.
	Flat amount: indicates that the TCD is paid as a flat amount specified by the vendor.
	Unit price: indicates that the TCD is calculated for each piece of item.
TCD Value	The amount of Tax or Charge or Discount calculated.

Note: If the TCD basis is 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:

T/C/D Amount

The total amount of TCD (Integer). The system retrieves the TCD amount. In case if the TCD basis is set to “Flat”, this field should not be left blank and the system does not retrieve the TCD amount.

The system displays the following detail:

Desc.

The description of the TCD code.

Click the “Specify TCD Details” pushbutton to add the TCD details for the document as a whole.

The system saves the quotation number and the TCD details specified for the document as a whole.

To proceed, carry out the following

Select the “Specify Promotional Details” link at the bottom of the page to specify the details of the promotional items.