2.59-1. VAT Definition Matrix - decoupled/coupled OneDealer

General Description of the Feature

This feature deals with the whole refactor of the VAT Definition and VAT calculation within DSW and DASW of the decoupled OneDealer. The coupled systems will remain with the same old logic with only some small enhancements. This redesign is extended in all the entities and modules of the OneDealer application that include VAT Definition or any kind of calculation with VAT. Find each module separately described below:

Content - Related modules

• A. Model Tree - Vehicle
• B. Business Partner - Contact Person
• C. Vehicle Grid List - Vehicle Card Page
• D. Items
• E. Sales Incentives
• F. Service Contracts
• G. Lead - Opportunity - Sales Offer
• H. Wholesales Lead - Wholesales Offer

Decoupled solution

For each of the above Entities and Procedures the VAT calculation, for the decoupled solution, will take into consideration the Financial Group of the BP, the VAT Business Group of the BP and the VAT Product Group of the involved items and will calculate the correct VAT each item should take based on the configured matrix. 

A matrix example can be found here:

The available values for the VAT Business Groups & VAT Product Groups are defined in the relevant configuration pages. The available values for the Financial Groups can be found in the Financial Group configuration page and are static. Within the configuration page, an admin can setup the default value of VAT Business Group for each of the available Financial Groups.

Additionally to the matrix, the system will also consider the Differential Tax value of the vehicle. In the cases where the Differential Tax = No, the VAT Definition Matrix is overwritten with a static calculation of 0% VAT rate and VAT Group = "DifferentialTaxVatCode".

Business Benefit

The DSW/DASW decoupled solution is revamped with a complete solution regarding how the system should calculate the VAT for each possible case. This as a redesign will provide to all the users of the application correct and more accurate price and VAT calculations in any module.

Configuration 

The configuration mentioned below is affecting all the areas this feature has touched.

Business Cases:

The below BC is controlling the permission access in all the related new administration pages:

• 1980 - VAT Definition Matrix 

Administration and Process pages:

• VAT Business Groups: ~/SetupEntities/List/SalesAndLeads/IDMS_VATBUSGROUP
• VAT Product Groups: ~/SetupEntities/List/SalesAndLeads/IDMS_VATPRODGROUP
• VAT Definition Matrix: ~/SetupEntities/List/SalesAndLeads/IDMS_VATDEFMATRIXVIEW

Existing Administration pages that are involved in the functionality:

• Financial Groups: ~/SetupEntities/FinancialGroupsGridListPage
• VAT Groups: ~/administration/vatgroupsgridlist

Setup Keys:

Decoupled

• DefaultZeroVatCode: If there is not any match VAT Definition Matrix, then the user is informed with a warning message (“No record found with the given criteria at the VAT definition matrix. A default zero VAT code will be used”) and a default “zero” (0) VAT code is used instead based on the value in this SetupKey.
• DifferentialTaxVatCode: If Differential Taxation is “true” (which means VAT reclaimable is “false”), then the resolved VAT code is overwritten with the value on this setup key and VAT rate is 0%.

Coupled

• DifferentialTaxVatCode: If Differential Taxation is “true” (which means VAT reclaimable is “false”), then the resolved VAT code and VAT Rate is overwritten with the value on this setup key based on the VAT Groups list (OVTG)

Additional Information

• Feature No.:  ODP-2800 - Getting issue details... STATUS
• Test Case No.: Test Cases can be found within each section.