TD Exempt Jurisdiction USA

01. GENERAL DATA

02. STATUS/REQUISITE

The billing user needs to integrate a bill with exempt jurisdiction with module Accounts Receivable.

The jurisdiction can be exempt in two situations:

• • When the customer has an exemption certificate;
  • When the jurisdiction itself is exempt.

03. SOLUTION

Sales Order Implementation (PD4100)

An error message is displayed and you cannot add a sales order item the jurisdiction of which has rate 0 and that is taxed, in the register of Jurisdiction Rates (CD6001), when the issuer of the order has no exemption certificate, which you can query in the program Customer Exemptions (CD6003).

The same validation above is done when typing the Manual Billing (FT4060) and manually adding items for Debit/Credit Notes (FT4020).

Bill Issuers 

For bill issuers, jurisdictions are displayed with correct values when simulating the invoice calculation.

Integration between MFT and ACR

Taxes without exemption certificate with value 0 are not sent to module Accounts Receivable.

This was also changed to correctly display validations related to jurisdictions.

04. OTHER INFORMATION

Non-applicable.

05. RELATED SUBJECTS

• Sales Order Implementation - PD4100
• Packing List Calculation - FT4030
• Shipping/Packing List Calculation - FT4040
• Manual Invoices - FT4060