condition records and taxes

[Former Member]

Hello All,

Need to know how to prevent a freight condition record from being taxed. specifically at the credit memo document type. currently have a customer that was charged sales tax for material purchased but when we entered the credit memo for some of the material it also refunded the sales tax, as it should, but also on the freight amount. Tax was not charged on the freight in the original invoice but the system wants to calculate and refund tax on the freight when issuing the credit memo. any ideas? is it possible to make a specific condition record type non-taxable no matter where used, ie credit or debit or invoice?

thanks,

Donna

[Former Member]

Hi,

You need to maintain separate condition records based on the Tax Classification (include in key combination) ,i.e. create a new customer tax classification and maintain zero tax so that system does the required.

Or check if you already have a zero tax classification and change the customer tax classification to zero in the credit/debit note and update the pricing and check.

[Former Member]

Hi,

You need to have separate pricing procedures for Credit Memo and Debit Memo requests to avoid these errors. There is no standard way with which you can prevent a certain condition type behave differently as per the transactions.

[Former Member]

We do have separate procedures but would we need to create one specifically for taxable customers?

Edited by: Donna Majewski on Sep 1, 2011 8:05 PM