These new fields were also added to the Cost section on the Info tab for the SM Work Completed Misc, SM Work Completed Inventory, and SM Work Completed Purchase forms, as well as to the Grid tab for each form.

For Misc lines, these fields are enabled only if you are manually entering miscellaneous work completed lines in the Work Completed grid in SM Work Orders or in the SM Work Completed Misc form. For Misc work completed lines generated from AP Transaction Entry (type 8-SM Work Order), these fields are populated from the AP invoice line and are disabled in both the grid and the form. Changes to cost tax information for AP-generated miscellaneous lines must be handled in AP Transaction Entry.

For Inventory lines, these fields are enabled and populated based on the Material Tax Override and Tax Option Override values. You may override the default values as needed.

For Purchase lines, these fields are disabled in both the grid and the SM Work Completed Purchase form. If you need to update the tax information, you must do so using either SM Purchase Order Entry or PO Purchase Order Entry.

For information about defaulting for the Cost Tax fields, refer to the F1 Help.

You can now view the AP information for work completed purchase lines on SM work orders using the new AP History tab on the SM Work Completed Purchase form. This display-only tab shows you the transaction detail for AP invoices posted to SM-related purchase orders in AP Transaction Entry. The detail shown on this tab includes (but is not limited to) the PO number, related AP transaction and invoice line, AP reference number, invoice amounts, and tax information.

This tab is display only and is populated once you post the AP transaction (via AP Batch Process).

The tax fields on the Work Completed grid in SM Work Orders, as well as those displayed in the related Work Completed forms, are now reserved for billing purposes only.

For clarity, the labels for the tax fields in the Work Completed grid (shown after the Bill Amount field) were changed to:

In addition, the original tax fields in the SM Work Completed Misc, SM Work Completed Inventory, and SM Work Completed Purchase forms were moved into the Billable group box and the grid columns relabeled to match the labels in the work completed grid.

The system uses the Tax Option Override defined for the work order scope to determine the billing taxability of work completed lines, along with the Tax Type and Tax Code defined for the work order scope. If the Tax Option Override is blank for the work order scope, the system uses the Tax Option defined for the scope's Call Type.

As part of these changes, the 2-Use tax option was removed from the Bill Tax Type field for all line types, since use tax is not applicable for billing.

When you post a transaction to an SM work order in AP Transaction Entry, if the transaction includes Use tax, the system now correctly updates Service Management and General Ledger.

Use tax values from an AP transaction will appear in the Cost Tax Type, Cost Tax Code, Cost Tax Basis, and Cost Tax Amt fields of the generated work completed miscellaneous line, regardless of how you have set the Material Tax Override option for the associated work order scope. These values cannot be changed.

When entering a T&M work order scope, you now have access to the Tax Type and Tax Code fields (previously only available for Flat Price scopes). In addition, these fields are now enclosed in a Billing Tax Info group box for better clarity.

The Tax Type defaults to 1-Sales for U.S. companies and to 3-VAT for Australian and Canadian companies. The Tax Code defaults from the service site or service center, depending on the Tax Source selected for the work order scope. Defaults may be overridden as needed.

In addition, for Flat Price scopes, changed the label for the Tax Amount field to Est. Billable Tax.

Job Work Orders

The Tax Type and Tax Code fields remain unavailable for Job work order scopes, as tax information comes from the job specified for the work order. The Tax Source field (which was previously displayed but disabled) has been removed, as it is not used for job work orders.

When you amend or renew an agreement, the Matl Tax Override and Tax Option Override values are now copied to the new revision for both the agreement and the agreement services. You may override the values if needed.

If you change the Matl Tax Override and/or Tax Option Override value(s) for an existing agreement with one or more agreement services, when you save the record, the system displays a message asking if you want to update existing agreement services to the new value(s). If you select Yes, the system updates the value(s) for all agreement services to match the new value(s) entered for the agreement. However, if you update the agreement value to blank, when the services are updated, the system defaults the value(s) from the call type associated with each service. If you select No, the system leaves the existing value(s) intact for each agreement service.

Several of the fields in the Work Completed grid in SM Work Orders have been relabeled to be more consistent with their related Work Completed forms. The fields affected by this change are as follows:

In conjunction with the changes in this release that separates cost tax from billing tax, the Cost and Billable sections on the SM Work Completed Misc, SM Work Completed Inventory, and SM Work Completed Purchase forms have been updated to provide a more consistent look and support a more intuitive data flow.

In addition to adding Cost Tax fields to the Cost section and Grid tab for each of these forms, the Tax group box was removed and the existing tax fields moved into the Billable section.

Additional changes to these forms are as follows:

For work completed lines with a Tax Type of 2-Use, the system populates the new Cost Tax Type, Cost Tax Code, Cost Tax Basis, and Cost Tax Amount fields with the legacy tax values and sets the legacy tax fields, now the Bill Tax fields, to null (blank).

For work order scopes with a Price Method of Time & Materials, the system sets the new Tax Type and Tax Code fields for existing records based on the scope's Tax Source (service site or service center).

The Tax Code defaults from the service site or service center (depending on the Tax Source). If the tax code is not a VAT code, the Tax Type is set to 1-Sales. If the tax code is a VAT code, the Tax Type is set to 3-VAT. If the service site or service center Tax Code is blank, the scope Tax Type and Tax Code default as blank. You may override the defaults as needed.

The Tax Code defaults from the service site or service center (depending on the Tax Source). If the tax code is not a VAT code, the Tax Type is set to 1-Sales. If the tax code is a VAT code, the Tax Type is set to 3-VAT. If the service site or service center Tax Code is blank, the scope Tax Type and Tax Code default as blank. You may override the defaults as needed.