Menu Path: Customer Service Order Options Excise Tax Excise Tax Management
Manage excise tax transactions.
Use Excise Tax Management to review excise tax transactions, and mark transactions for payment to a tax authority. For more information, see Tracking Excise Taxes.
To manage excise tax transactions:
Select filter criteria for the transactions you want to manage.
Select the transactions you want to display (exported and/or invoiced).
Select a currency for displayed transactions.
Click the Show Data button in the ribbon. The Results tab displays transactions that meet the criteria selected in steps 1 and 2.
Select the check box in the Select grid column for transactions for which you want to create excise vouchers. You can click the Select All button in the ribbon to select the check box for all displayed transactions.
Click the Create Excise Voucher button in the ribbon. Excise Voucher Create appears, and allows you to create excise vouchers for the selected transactions.
Button |
Description |
Exit |
Click this button to close the Excise Tax Management window. |
Show Data |
Click this button to display excise tax transactions on the Results tab. This button is only available if the Select tab is displayed. |
Select All |
Click this button to select the check box in the Select grid column for all displayed transactions. This button is only available if the Results tab is displayed. |
Deselect All |
Click this button to clear the check box in the Select grid column for all displayed transactions. This button is only available if the Results tab is displayed, and is only enabled if the check box is selected in the Select grid column for at least one transaction. |
Create Excise Voucher |
Click this button to display Excise Voucher Create, which allows you to create excise vouchers for transactions for which the check box is selected in the Select grid column. This button is only available if the Results tab is displayed, and is only enabled if the check box is selected in the Select grid column for at least one transaction. |
Field or Button |
Description |
Select this check box to display excise tax transactions for all shipping locations. This check box is selected by default. |
|
Enter a shipping location prefix for which to display excise tax transactions, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a shipping location name for which to display excise tax transactions, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display excise tax transactions for all suppliers. This check box is selected by default. |
|
Enter a supplier code for which to display excise tax transactions, or click the Lookup button to select a supplier code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a supplier name for which to display excise tax transactions, or click the Lookup button to select a supplier name. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display excise tax transactions for all countries. This check box is selected by default. |
|
Enter a country code for which to display excise tax transactions, or click the Lookup button to select a country code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a country name for which to display excise tax transactions, or click the Lookup button to select a country code. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display excise tax transactions for all transaction dates. This check box is selected by default. |
|
Enter a transaction date for which to display excise tax transactions, or click the drop-down arrow to select a date. If you want to display excise tax transactions for a range of dates, enter the first date in the range. This field is only enabled if you clear the All check box to the left of it. |
|
Enter the last transaction date in a range of transaction dates for which to display excise tax transactions, or click the drop-down arrow to select a date. If you want to only display excise tax transactions for a single date, you can leave this field blank. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display excise tax transactions for all products. This check box is selected by default. |
|
Enter a product code for which to display excise tax transactions, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it. |
|
Enter a product name for which to display excise tax transactions, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box to the left of it. |
|
Select this check box to display excise tax transactions for all vouchers. This check box is selected by default. |
|
Enter a voucher number for which to display the excise tax transaction, or click the Lookup button to select a voucher number. This field is only enabled if you clear the All check box to the left of it. |
|
Select whether to display transactions that were already exported, that were not yet exported, or that both were and were not exported. |
|
Select whether to display transactions that were already invoiced, that were not yet invoiced, or that both were and were not invoiced. |
|
Enter the currency in which to display transaction information, or click the Lookup button to select a currency. This field defaults to the default general ledger currency. |
Field or Button |
Description |
This grid displays excise tax transactions after you click the Show Data button in the ribbon. Select the check box in the Select column for transactions for which you want to create excise vouchers. |