USA: "Direct pay permit" for use tax in the States

we have a "direct pay permit" regarding invoicing received from suppliers in the USA.

With very few suppliers we need to calculate the use tax (Tax are not on the invoice from the supplier) it is an extra booking we do during AP invoice booking.

Using APS100 was not a problem since we connected an accounting template so specific suppliers , the supplier pops up in the screen of the clerk and the tax can be included without risk of forgetting.

We start now using Ephesoft/IDM capture to record supplier invoice in APS450 and we miss this tax transaction and we would like to know if someone else has this issue and how was it solved.

we would like to have it as automatic as possible.

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antonio-caria

You don't use MEC in the process?

elisabetta-venezia

I believe Ephesoft uses API directly via BOD in Iondesk. But the consulting company does not know how to trigger the creation of extra lines that are not existing in the invoice.

I was curious to know if other M3 customers have the process of the Direct pay permit and how to they use configure those.

antonio-caria

if You have access export the Data flow.

I have already worked with Ephesoft but I don't remember the process.

Rene Bottern

Based on the TAX (VAT) Code on the Item/Warehouse Record, you should be able to determine if there should be Tax applied.
The VAT Code should be automatically applied to the PO-Lines.

If you need to automatically add the Tax if missing on the Invoice (not included in original booking), I think you have a couple of ways to handle this.

Event to capture Invoice booking and add Tax automatically
Add the Tax when processing the automated Invoice Booking, assuming it's a BOD, you can modify the process to include the desired process here.

If I am misunderstanding your issue, I'm sorry.

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