| Description |
We are going to modify how we convert origin customer invoices into i21.
Goal:
1. This will prevent us from having to convert and create x-reference mapping to origin tax rate maintenance.
2. This will reduce the clean up after conversion of tax groups.
3. We won't need to setup i21 tax code, group, class in order to match origin complexity. We setup i21 the way i21 should be setup. This will allow consistency with other i21 users.
4. Will not update tblARTaxInvoiceDetail. The conversion will only update tblARInvoice and tblARInvoiceDetail. This will prevent any incorrect updates to Tax Report Grid from origin.
5. This will however create a few item codes in item file that is non-inventory.
Requirements:
1. Create each Tax Description (Locale Maintenance by state) in i21 Item
Sample is for customer in Indiana, Illinois
* SST- State Sales Tax
* PST- Prepaid
* FET- Federal Excise Tax
* SET - State Excise Tax
* IF - Inspection Fee
* LC1-LC12
** LC2-IN - Surcharge Tax
** LC4-IN - Gut Tax
** LC1-IL - County Fuel tax
** etc.
2. The conversion import program, will read ptivcmst in combination with ptstmmst (were taxes stored). In ptstmmst it will look for customer state (sample IN), and if there is an amount in LC1, it will use the i21 item file item for LC1-IN and insert this item tblARInvoiceDetail. The price per line item will be $0.
Sample Invoice
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