› Manage Invoice Processing › Line pairing › Tax configuration for countries with no tax jurisdictions › Tax table access sequence

Tax table access sequence

At runtime, Tungsten AP Agility uses an access sequence to interrogate the tax table in order to find the correct tax code for each invoice line.

The rules used here are per country, where the country is determined by the company code or the business unit.

This step is not carried out if Tungsten AP Agility is configured to use the purchase order line tax code in all cases, and that tax code is populated. It is also not carried out if the tax table is not populated with any entries relating to the country of the invoice company code.

In the following sequence, Tungsten AP Agility starts from the beginning when attempting to locate the tax code. If it cannot find it in the first step, it proceeds with the subsequent steps until the tax code is located. If the end of the sequence is reached and no tax code is found, the invoice is returned in the Validation activity and the only recourse to the user is to reject the document because it is missing the required tax code.

The sequence to locate the tax code progresses as follows

  1. Check for combination of vendor, material group, ship-to and ship-from.

  2. Check for vendor and combination of ship-to and ship-from.

  3. Check for material number and combination of ship-to and ship-from.

  4. Check for material group and combination of ship-to and ship-from.

  5. Check for combination of percentage, ship-to, ship-from, and service indicator.

  6. Check for combination of ship-to, ship-from, and service indicator.

  7. Check for combination of ship-to, ship-from, and tax percentage.

  8. Check for ship-to and ship-from combination (default tax code for the country).

Ship To vs. Country

It is possible for the Ship To value to be "EU" for EU members, but the Country cannot be this value.

If the Derive Ship To From Country Code setting in Settings > Invoice Processing > Capture Profiles > Tax Settings > Tax Configuration is selected, then the Ship To value is the company code or the business unit country. Otherwise, the Ship To value is taken from the Plant. This works only if the PO lines reference plant data and plant data exists. If the company code cannot be derived and there is no plant data then tax code determination fails.

If Ship To is not the company data country then it is set to either EU or XX, depending on whether the country is in the EU or not.

Similarly, the Ship From value is derived from the vendor country. If this is not the company code or business unit country, it is set to EU or XX, depending on whether the country is in the EU or not.