In Sage X3, we apply taxes in the Lines tab for products in Tax 1 and Tax 2 fields manually on the basis of the Tax Rule selected in the Management Tab. And if we want to apply TCS then in Tax 3 field, we can enter TCS tax code.

But one of our client wanted to apply TCS Tax codes automatically. Because as per our standard process for each and every line, we have to apply tax codes manually. But they have multiple lines in each entry. So, manual changes for each and every line is not possible.

To update these taxes automatically in Lines we did a customization.

Logic applied for the customization is as follows:

1st Condition: If Customer has Tax Rule TCIGS or TCSGS & Insurance Flag YES in Sales Quotation then System should flow TCS18 in Lines Tab for all the lines.

New Stuff: Delegate in Workflows

[Fig 1. Insurance Flag = Yes]

As we can see, we have selected Insurance value as “Yes” in the above screenshot. Which means Insurance flag is been set to YES in Sales Quotation entry. And Tax Rule is TCSGS. So, as per the condition applied, TCS18 should be flown in Lines tab. Refer below screenshot.

[Fig 2. Auto update of TCS18]

“TCS18” is getting flown in the Tax 3 field automatically. If there are multiple lines in the same entry then TCS18 will be flown for all the available lines of the Lines tab in the Tax 3 field.

2nd Condition: If Customer has Tax Rule TCIGS or TCSGS & Insurance Flag NO in Sales Quotation then System should flow NTC18 in Lines Tab for all the Lines.

[Fig 3. Insurance Flag = No]

To check this condition, we have set Insurance value to “No” this time. And Tax Rule is TCSGS. So, as per the condition applied, NTC18 should be flown in the Lines tab. Refer below screenshot.

[Fig 4. Auto update of NTC18]

“NTC18” is getting flown in the Tax 3 field for the above entry as the Insurance flag is set to “NO”.
So by using this customization, TCS18 & NTC18 Tax Codes will be flown automatically with respect to Insurance Flag Yes Or No.