1 / 10

Advanced Customer Tax Estimation System for Global Enterprises

This feature allows customers to view itemized sales tax per line item, enhancing accuracy and reducing support calls. Organization and purchasing roles benefit from improved consistency in tax estimation.

freya-patrick
Download Presentation

Advanced Customer Tax Estimation System for Global Enterprises

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Customer Tax Estimation / Calculation

  2. Customer Tax Estimation/Calculation overview Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • New feature / Enhancement • Customers may now view itemized sales tax per Line Item, Config ID or eComCat Bundle ID, in addition to the summary tax amount for the order • If estimated tax is shown for individual line items, it is shown for shipping and handling charges as well • Estimated tax calculations on eCC bundles for a quote, PR or PO will change to more closely match the tax listed on the invoice • Roles impacted: • Org Admins / eBC Admins • Purchasers / Requesters / Empowered Requesters / Managers • CCA Agents

  3. Customer Tax Estimation/Calculation benefits Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • HP benefits • More consistency between storefront display of estimated tax and sales tax on invoices • Fewer customer support calls • Customer benefits • More accurate and specific tax estimation • Allows customers to reconcile invoice with storefront purchase order

  4. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • If enabled for account, estimated tax displayed on a single summary line (order level) for quotes, PRs and POs

  5. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • CCA agents click the “TAX” button to display estimated sales tax at order level

  6. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • Past • Notification e-mails and printouts also display Estimated tax at order level only

  7. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • “Show line item tax estimation” option enabled at organization level • “Apply tax” option must be set to “yes”

  8. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • Estimated sales tax value may now display in storefront for: • Stand-alone product • CTO product • eComCat product bundle • Shipping and handling (consolidated or itemized)

  9. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • When CCA agents click the “TAX” button, itemized estimated tax may appear beneath each line item and Logistical Service charge

  10. Customer Tax Estimation/Calculation Globals/Corporate/Enterprise/SMB US Fusion AP EMEA US Vista LAR CA Global • R1B • Order summary attached to notification e-mail may list itemized estimated tax beneath each line item and Shipping and handling charge • Documents printed from ePrime may list itemized tax

More Related