A Set Application Tax Options Defaulting Order

1. Responsibility: TAX_SUPERUSER_RCBCRC
2. Navigate: Defaults and controlsapplication tax options(Tab)
3. Click (B)Create
4. Create Application Tax Options
- Operating Unit = RCBCRC_OU
- Application = Receivables
5. Defaulting Order
- Defaulting Order1 = Customer Site
Note: Default Order2-5 (Blank)

6. Click(B) Apply

B - Steps to Default Tax Classification at Customer Site

1. Navigate: SetupTransactionsTransaction Types
Default Tax classification = Checked
Enable to ALL Transaction Types you want to default tax classification code
2. Save.
3. Query Customer
Sample customer Name: 12F KGB PHILIPPINES, INC
4. Click Details Icon
5. Click customer sites tab
6. Click Details Icone
7. Click Tax Profile Button
8. Main Information Tab
9. Allow Tax Applicability = Checked
10. Scroll down to the button Customer Account Site Business Purpose Tax Details
Enter the following values
Operating Unit = RCBCRC_OU
Account Number =
Rounding level =
Rounding Rule =
Tax Classification = <select code you want to default>
11. Save.
12. Create transaction to test using the transaction type and customer site