Customize VAT handling for a specific customer/supplier
If you need a to customize VAT handling for customers and suppliers, it is possible to manually change the posting suggestions in the Customer (CUS) application and the Supplier (SUP) application.
Specify how value added tax (VAT) should be calculated. Either always include VAT, always exclude VAT or use standard/default VAT rules.
Customize VAT handling for a specific customer
To open the Customer (CUS) application, find Sales in the RamBase menu and then Customer management. Click Customers to enter the CUS application.
Highlight the specific CUS and press ENTER.
Open the Finance Data folder.
Note the field InclVat in the Finance Data section.
Valid options:
Yes - Always include VAT for transactions with this CUS, which means that the VatRef code always will be set to VATSALE. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the CUS application for this customer.
No - Never include VAT for this CUS, which means that the VatRef code always will be set to XMSALE. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the CUS application for this customer.
Auto - The system generates the VAT reference code based on the country code in the To- and From- addresses. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the CUS application for this customer.
Customize VAT handling for a specific supplier
To open the Supplier (SUP) application, find Procurement in the RamBase menu and then Supplier management. Click Suppliers to enter the SUP application.
Highlight the specific SUP and press ENTER.
Open the Finance Data folder.
Note the field InclVat in the Finance Data section.
Valid options:
Yes - Always include VAT for transactions with this SUP, which means that the VatRef code always will be set to VATPURCH. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the SUP application for this supplier.
No - Never include VAT for this SUP, which means that the VatRef code always will set to XMPURCH. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the SUP application for this supplier.
Auto - The system generates the VAT reference code based on the country code in the To- and From- addresses. It will be possible to manually change the suggested VAT handling on a specific transaction if this option is selected in the SUP application for this supplier.