Tax modeling in Sterling Order Management System Software
Sterling Order Management System Software understands different types of taxes such as tax against a price, tax against a charge, and flat tax.
- Tax against a price - is an additional cost for a percentage of the price of the order line.
- Tax against a charge - is an additional cost for a percentage of an existing charge on the order header or an order line. When adding tax against a charge, the charge category must already exist either on the order header or on the order line.
- Flat tax - is a fixed tax applied to an order, independently of any charge or price.
The following database table and columns in Sterling Order Management System Software retains the configuration data related to taxation:
| Tables | Attributes | Description |
|---|---|---|
| YFS_ITEM | TAXABLE_FLAG | Indicates whether an item is taxable. |
| TAX_PRODUCT_CODE | Indicates the tax product code of an item. |
The following database columns provides the transactional information of tax:
| Tables | Attributes | Description |
|---|---|---|
| YFS_ORDER_HEADER | TAX | Indicates the tax for the header charges. |
| TOTAL_AMOUNT | Indicates the grand total for the order. Includes all line charges and taxes. | |
| ORIGINAL_TAX | Indicates the total tax amount at the time of the order creation. This attribute only reflects the header tax. This attribute is not updated later, and therefore, can be used to track the changes made from the time of order creation. | |
| TAXPAYER_ID | Indicates the identifier of the buyer. | |
| PURPOSE | This attribute is passed in the tax calculation user exits. | |
| YFS_ORDER_INVOICE | TAX | Indicates tax for header charges. |
| TOTAL_TAX | Indicates total of all taxes across header and lines. | |
| YFS_ORDER_INVOICE_DETAIL | FINAL_LINE_CHARGES | Indicates total of all charges for the line including taxes. |
| TAX | Indicates the total of all taxes for the line. | |
| YFS_ORDER_LINE | TAXABLE_FLAG | Indicates whether this order line is taxable. This attribute is only for informational purpose. Currently, it is not used in tax calculations. |
| TAX | Indicates the tax associated with the line. This is summed from the line taxes. | |
| TAX_PRODUCT_CODE | Indicates the product code classification for the purposes of taxation. | |
| PURPOSE | This attribute is passed in the Tax calculation user exits. |
The following YFS_TAX_BREAKUP table stores all
the information related to tax for various entities in the system:
| Attributes | Description |
|---|---|
| HEADER_KEY | The key for the header entity. For example, order header key, order invoice key. |
| LINE_KEY | Identifying key for the line, if a line level tax is being recorded. |
| RECORD_TYPE | The entity for which tax is being stored. |
| CHARGE_CATEGORY | The charge category for which tax is being charged. For example, labeling or handling. To specify tax for the line price, use the charge category price . |
| CHARGE_NAME | Charge name for which tax is being charged. For example, Price Ticket. |
| TAX_NAME | Indicates the Tax name. |
| TAXABLE_FLAG | Indicates whether a charge can be taxed. |
| TAX_PERCENTAGE | Percentage amount for tax calculation. |
| TAX | The tax amount. Tax cannot be less than zero.
During the default repricing logic, this is recalculated using TaxPercentage and
price of the related ChargeCategory. This can be
overridden with YFSRecalulateLineTaxUE. |
| INVOICED_TAX | Tax amount invoiced. |
| REFERENCE1,2,3 | Additional reference information. This is a customizable attribute, and can be customized by any Enterprise. |