| # Defaulting of Forms This functionality is specific for India. Classification of Form in Form master The functional requirements of Road Permit and Forms are different. It is important to classify the same in the Form Master (tccom9147m00l) session. In this session you can define Form Applicability. Form applicability define the level at which the form is applicable. You can set Form Applicability to Transaction or Period End. In case of Road Permits, the users can set the Form Applicability to Transaction, as the road permit is normally accompanied along with the purchase order. In case of Forms, the user can set the Form Applicability to Period End, as this is mostly issued at the end of the period, sometimes along with purchase orders based on the commercial agreement. Defaulting of Forms & Road Permits You can default the relevant road permit or form on the transactions. The defaulting is applicable to majority of the transactions and in case of exceptions the users must attach the form at the transaction level. You can use the Form Assignment (tccom9151m00l) session to select more than one form for the tax code and also select the transaction origin such as purchases, sales. Transaction level form entry Transaction origin set as Purchase If Transaction Origin is set to Purchase, the form is defaulted on all the purchase transactions for which the Form Tracking Lines (tccom9149m00l) session is enabled. The form information entered on the purchase order flows to the downstream documents. If the form information is not entered on the purchase order, the user must select the “Optional” check box. After the check box is selected, the transaction can be approved and the form information flows as optional to the child documents. Example: If on the purchase order, road permit is required to be defaulted and the user does not have the relevant road permits, but the purchase order has to be issued, the user must check the Optional check box for the purchase order is to be approved. When receipt is created for the purchase order, the road permit is shown as optional. If the user has the road permit details, the same can be entered or saved as optional again. At the time of matching the invoice, the same is shown as optional but at the time of saving, the application will check for the road permit data and if not found, application will show an error message. Transaction origin set as Sales If Transaction Origin is set to Sales, the form is defaulted on all the sales transactions for which the Form Tracking Lines (tccom9149m00l) session is enabled. The form information entered on the sales order flows to the downstream documents. If on the sales order, road permit is required to be defaulted and the user does not have the relevant road permits, and the sales order is to be issued, tThe user must check the Optional check box. Transaction origin set as Inbound Transfer Orders If Transaction Origin is set to Inbound Transfer, the form is defaulted on all the inbound warehouse transfer for which the Form Tracking Lines (tccom9149m00l) session is enabled. Inbound Transfer Orders are created when warehouse transfer order is created. Warehouse transfer is done for movement of material form one warehouse to another for stock transfer. If the receiving warehouse and delivering warehouse are in different states, road permits and forms under CST Act are required. The form / road permit are defaulted based on the option selected for “Transactions” in the Tax Code by Country Session. Transaction origin set as Outbound Transfer Orders If Transaction Origin is set to Outbound Transfer session, the form is defaulted on all the outbound warehouse transfer for which the Form Tracking Lines (tccom9149m00l) is enabled. The outbound transfer orders are created when warehouse transfer order is created. The warehouse transfer is created for movement of material form one warehouse to another for stock transfer. If the delivery warehouse and receiving warehouse are in different states, road permits and forms under CST act are also required. The road permit for outbound transfer orders is required only in certain states. The form / road permit are defaulted based on the option selected for “Transactions” in the Tax Code by Country Session. Period End form entry For the form tracking such as “C” form receipt form the customers or to be issued to the suppliers, the users have to issue / receive for the transactions made during that period. A new Form Declaration Header (tccom9152m00l) session is introduced where the user can filter for the records based on the business partner, date, form type, type of transactions. After that, user can enter the form details like the form number, date and amount of the form. The detail section has the records selected based on the filter and user can select the relevant records. Using this session user can query based on the form number for future references. |