Managing Tax Calculation Services

"System Managers" use the Services section to activate the appropriate tax calculation service (depending on the selected price type) using the preconfigured service configurations. For general information about tax calculation services, see Tax Calculation Services.

The default, preconfigured configurations for the tax calculation services are defined in the organization management context and shared with all dependent management contexts (channels and applications). That is, the appropriate service needs to be made available on the organization level and activated on all dependent levels.

Making Tax Services Available

To make a tax service configuration available:
  1. Select the organization from the context selection box.
  2. In the navigation bar, select Services.
    This displays the available service configurations.
  3. In the service configurations section, click the name of the service configuration you intend to edit.
    This opens the General tab of the detail view.
  4. Select the Available checkbox.
    Deselecting the checkbox makes the service configuration unavailable.
    Tip: With net prices, you must use the service Product VAT Exclusive Taxation, whereas with gross prices the service Product VAT Inclusive Taxation.
  5. Click Apply to save your settings.
    Otherwise, click Reset to discard your changes.
    Note: Be aware that making a service configuration unavailable prevents it from being operational irrespective of its management context-specific activation status.
  6. Change to the Sharing tab.
    This displays the sharing rules, which define the availability of the current service configuration in the dependent management contexts.
  7. Select the intended sharing rule.
    The following options are available:
    • shared and active
    • shared and inactive
    • shared and mandatory
    • unshared
    For more information refer to Creating Service Configurations.
  8. Click Apply to save your settings.
    Otherwise, click Reset to discard your changes.
    Tip: With the default services, no other configurations are necessary.

Activating/Deactivating Tax Services

To activate or deactivate a tax service configuration:
  1. Select the management context from the context selection box.
    This opens the navigation bar for the management context.
  2. In the navigation bar, select Services.
    This displays the available service configurations.
  3. Select the checkbox in the row of the service configuration you intend to activate or deactivate.
    Tip: With net prices, you must use the service Product VAT Exclusive Taxation, whereas with gross prices the service Product VAT Inclusive Taxation.
  4. Click Activate or, respectively, Deactivate.
    The corresponding activation status is set immediately.
    Note: For a service configuration to become actually operational in a given management context, it must be made available globally and set active in its current management context.
  5. Change to the Sharing tab.
    This displays the sharing rules, which define the availability of the current service configuration in the dependent management contexts.
  6. Select the intended sharing rule.
    The following options are available:
    • shared and active
    • shared and inactive
    • shared and mandatory
    • unshared
    For more information refer to Creating Service Configurations.
  7. Click Apply to save your settings.
    Otherwise, click Reset to discard your changes.