How to: Create Excise Entries Using Purchase Orders, Sales Orders, and Transfer Orders
You can create excise entries using sales orders, purchase orders, or transfer orders. General ledger accounts, items, item charges, and fixed assets are linked to excise business posting groups of customers or vendors. They are linked to excise product posting groups from items or fixed assets. For more information, see How to: Map an Excise Business Posting Group to a Vendor and How to: Map an Excise Product Posting Group to an Item. When a transaction is posted in a sales order or purchase order that is linked to excise business posting groups or excise product posting groups, an excise entry is automatically generated if excise setup has been completed. For more information, see How to: Set Up Excise Tax for India.
The following procedure describes how to create excise entries for purchase orders, but the same steps also apply to creating excise entries for sales orders.
To create excise entries using a purchase order
In the Search box, enter Purchase Orders, and then choose the related link.
On the Home tab, choose New.
On the General FastTab, fill in the fields as described in the following table.
Field Description No.
The purchase order number.
Buy-from Vendor No.
The number of the vendor for whom the excise business posting group must be defined.
Structure
The structure for excise tax to be attached to the purchase order.
Posting Date
The posting date for the purchase order.
Vendor Invoice No.
The vendor invoice number.
On the Lines FastTab, fill in the fields as described in the following table.
Field Description Type
The type of the purchase order.
Quantity
The number of units.
Direct Unit Cost Excl. VAT
The direct unit cost, excluding VAT.
To calculate structure values, on the Actions tab, in the Functions group, choose Calculate Structure Values.
On the Actions tab, in the Posting group, choose Post.
In the dialog box, select one of the following options:
Receive
Invoice
Receive and Invoice
Choose the OK button.
To create excise entries using a transfer order
In the Search box, enter Transfer Orders, and then choose the related link.
On the Home tab, choose New.
On the General FastTab, fill in the fields as described in the following table.
Field Description No.
The transfer order number.
Transfer-from Code
The code of the location from which the items are transferred.
Transfer-to Code
The code of the location to which the items are transferred.
In-Transit Code
The in-transit code that identifies the transfer.
Structure
The structure for excise tax to be attached to the transfer order.
Posting Date
The posting date for the transfer order.
On the Lines FastTab, fill in the fields as described in the following table.
Field Description Item No.
The item for which the excise business posting group is defined.
Quantity
The number of units.
Transfer Price
The price of the item during transfer.
To calculate structure values, on the Actions tab, in the Functions group, choose Calculate Structure Values.
On the Actions tab, in the Posting group, choose Post.
In the dialog box, select one of the following options:
Ship
Receive
Choose the OK button.
See Also
Tasks
How to: Set Up Excise Tax for India
How to: Map an Excise Business Posting Group to a Vendor
How to: Map an Excise Product Posting Group to an Item
Concepts
Other Resources
Purchase Order Window
Sales Order Window
Transfer Order Report
Excise Business Posting Groups Window
Excise Product Posting Groups Window