The following information is relevant for all localizations except Brazil, India, Israel, and Puerto Rico.
When defining tax code determination rules, you specify conditions and values that must apply for the application to propose a tax code on sales and purchasing documents. The conditions and values you can specify depend on the localization of SAP Business One that you are using as well as on the document type and business area. The table below lists the conditions and values that are available for the different localizations.
You can specify values by using the dropdown list or, for some values, by entering free text. For some of the conditions and values, if you have specified them once, you can select the value that was used last for the condition from the dropdown list.
Condition |
Value |
---|---|
Federal Tax ID |
|
Ship-To Address |
Choose: Select the ship-to address defined in the business partner master data. Note that you can only select the ship-to address as a condition, if you selected business partner as condition no. 1. |
Ship-To Street / PO Box |
|
Ship-To City |
|
Ship-To Zip Code |
|
Ship-To County |
|
Ship-To State |
|
Ship-To Country |
|
Item |
Choose: Select an item code from the list. |
Item Group |
Choose: Select an item group from the list. |
Business Partner |
Choose: Select a business partner from the list. |
Customer Group |
Choose: Select the customer group the customer must be associated with from the list. |
Vendor Group |
Choose: Select the vendor group the vendor must be associated with from the list. |
Warehouse |
|
G/L Account |
Choose: Select the G/L account that must be used on the sales or purchasing document for the rule to apply. |
Tax Status |
|
Freight |
Choose: Select a type of freight from the list. |
UDF |
Choose: Select a user-defined field that you use on the sales or purchasing document, business partner or item master data, for warehouses, or item groups. |