How to: Apply Payment Structures to Transactions
You can use structures for the following transaction types:
Purchases
Sales
Transfer orders
Third-party invoices
You can apply structures to any purchase document or sales document. You can enter tax or charge values during the purchase transaction or sales transaction. For more information, see How to: Set Up Tax or Charge Groups and Structures. You can use these values to calculate the total sales tax, excise tax, service tax, charge, or other type of tax for the purchase document or sales document. You can apply a structure to a purchase transaction (purchase order, invoice, return order, or credit memo) to calculate taxes in the hierarchy defined in the structure.
If the applied structure contains a charge that is payable to a vendor, then you must add the vendor code to the applied structure. When you post the purchase order, a vendor ledger entry is created and vendor balances are updated automatically. For more information see Vendor Ledger Entries.
The following procedure describes how to apply a previously defined payment structure to a purchase order, but these steps also apply to sales transactions and transfer orders. You can also apply the structure to a sales order line or sales invoice line if the prices in the sales transaction include tax.
To create a purchase order with structure
In the Search box, enter Purchase Orders, and then choose the related link.
Select the purchase order that you want to apply a payment structure to, and on the Home tab, in the General group, choose Edit.
On the General FastTab, in the Structure field, select the structure code.
To view or modify the structure order details, on the Navigate tab, in the Order group, choose Structure.
In the Purchase Order window, on the Actions tab, in the Functions group, choose Calculate Structure Values.
This applies the payment structure to the document.
To view the calculated structure values for the purchase order line, on the Lines FastTab, choose Line, and then choose Structure Details.
If the structure contains a charge that must be paid to a vendor, you must add the vendor code to the applied structure.
In the Structure Order Details window, in the Third Party Code field, select the vendor for whom the third-party invoice is to be created.
Choose the OK button.
You can view the applied structure details for the document and for each line.
To view structure details
In the Purchase Order window, on the General FastTab, in the Structure field, select the structure code.
To view the calculated structure values for the purchase order line, on the Lines FastTab, choose Line, and then choose Structure Details.
Choose the OK button.
See Also
Tasks
How to: Calculate VAT for Purchase Documents
How to: Set Up Tax or Charge Groups and Structures
Reference
Structure Order Details
Structure Order Line Details