In this post we will demonstrate how you can set tax classification codes to only appear for certain business units i.e. restrict by country for example.
When setting up tax rules to drive the tax from the tax classification code field and not using the STCC method, you need to make sure you have the correct tax lookups set with the right ‘Reference Data Set’ assigned.
To do this, navigate to: ‘Manage Tax Lookup Codes’.
The lookup for AP tax codes is ZX_INPUT_CLASSIFICATIONS
The lookup for AR tax codes is ZX_OUTPUT_CLASSIFICATIONS
The lookup for iExpense tax codes is ZX_WEB_EXP_CLASSIFICATIONS
When you have the right lookup, check to see if your tax rate already exists – if it does then check to see if it is linked to the right reference data set. By default it will be linked to ‘Common Set’ (see 1 below) which can be see by all Business units. To make the tax classification code inly visible to certain Business units, you need to create a new lookup code and assign to the right Reference Data Set. In the example below, we have a lookup code that is linked to a tax rate called STANDARD VAT/GST and by default it is linked to the Common reference data set. You can have duplicate lookup codes provided they have a different reference data set so create a new lookup code using the exact same name as the common value. In this example we set up STANDARD VAT/GST again but this time link it to the ‘Corp’ Reference Data Set (see 2 below).
Once this has been done and saved, we now need to make sure the Tax Classification code field will sue the Reference Data Set of ‘Corp’. To do this you need to assign the Reference Data Set to the Business Unit.
To do this, you need to navigate to ‘Setup and Maintenance’ and then click on the ‘Manage Implementation Projects’.
Then choose the appropriate project.
Then, and click on edit.
You need to locate the ‘define business unit’ (1-3) and once open, make sure you choose the correct business unit (4) this is essential.
Once the correct business unit has been selected, choose the ‘Manage Business Unit Set Assignment’ (5).
Next, scroll down to the ‘Tax Classification Codes’ section (2) then choose the correct reference data set code (3).
Save and do the same for the next BU.
You can now test your transaction.
When you choose the tax classification code, you will see both the new STANDARD VAT/GST and the one specific to your Business Unit! This is correct because you have not end dated the STANDARD VAT/GST to the Common Reference data set. Until you do this, the common value will be visible to all Business Units.