Quote, order, delivery, invoice/credit memo lines all include three levels of tax. The control is applied to each tax level.
The system checks that tax level 1:
The system checks that the tax code linked to this tax level is of the 'VAT' type (in the Tax rate function - GESTVT).
These levels are not mandatory but when they are entered, the system checks that:
The system controls that tax codes linked to these tax levels are of the 'Special tax' type and not 'VAT'.
The system checks that a valid tax rate line exists for the company on the document date (in the table of the Tax rate function - GESTVT). In this case, the error message reported in the log file is: Tax level: XXX: Tax code: YYY: No valid rate line.
If the entry transaction does not display fields on the tax levels then the control will not apply to lines; it will be applied upon saving the document based on the value of the CTLTAX parameter.
‘Product’ tax rule, ‘Maximum rate’ or ‘Minimum rate’
For invoicing elements having a 'Product', 'Maximum rate' or 'Minimum rate' tax rule, the control is linked to the control of lines tax codes: if a tax code is inconsistent on document lines, it will be on invoicing elements.
In this case, the error messages returned in the log can be: Element in product rate: there are problems at the level of line tax codes .
For invoicing elements subject to a special tax (Special tax basis and Special levy tax basis checkboxes, GESSFI) if a tax code is irrelevant on a document line, it will be too for these invoicing elements.
In this case, the error message reported in the log file is: Element subject to special taxes: there were problems at the level of line tax codes.
Tax rule 'Fixed rate'
For the 'Fixed rate' tax rule, the system checks that the tax level (Element tax level field):
The system checks that the tax code:
If no tax code is entered in the tax determination rules, the system uses the exempt tax code entered in the EXETAX - Exempt tax code parameter (TC chapter, VAT group).
In this case, the information message reported in the log file is: Taxlevel: XXX: Tax code: YYY: Loading with exempt tax code: ZZZ.
The system also checks that a valid tax rate line exists for the company on the document date (in the tax rates table of the Tax rate function - GESTVT).