Field reference
Purchase Taxes and Charges Template
How to use Purchase Taxes and Charges Template in Taxes: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the tax accounts, templates and applicable rules for the operating company. Check the calculated result on a representative draft transaction. Tax settings must reflect the company’s approved tax treatment and jurisdiction.
This page is a record page in Finance & Accounting → Taxes. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Title, Company.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Purchase Taxes and Charges Template from Finance & Accounting → Taxes, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Defaultis_default | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Disableddisabled | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Tax Categorytax_category | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Tax Category |
Purchase Taxes and Chargestaxes | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Purchase Taxes and Charges |
Child tables
Purchase Taxes and Charges — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Consider Tax or Charge forcategory | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Add or Deductadd_deduct_tax | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Typecharge_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Reference Row #row_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Account Headaccount_head | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Descriptiondescription | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Is Tax Withholding Accountis_tax_withholding_account | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Allocate Full Amount to Stock Itemsallocate_full_amount_to_stock_items | Check Optional | If checked, the entire amount (e.g. Freight) is allocated to the valuation of stock & asset items only. If unchecked, the amount is distributed across all items and the portion belonging to non-stock items is not added to valuation. |
Is this Tax included in Basic Rate?included_in_print_rate | Check Optional | If checked, the tax amount will be considered as already included in the Print Rate / Print Amount |
Considered In Paid Amountincluded_in_paid_amount | Check Optional | If checked, the tax amount will be considered as already included in the Paid Amount in Payment Entry |
Tax Raterate | Float Optional | Enter a numeric value using the required unit and precision. |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Account Currencyaccount_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Net Amountnet_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amounttax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amounttax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Net Amount (Company Currency)base_net_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_tax_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Tax Amount After Discount Amountbase_tax_amount_after_discount_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.