Feature - Tariff Attribute Support in A/P Inventory Value Report
Release Date: 6/1/26
Version: 8.5 and above
This feature supports adding TARIFF* attributes to item, and the TARIFF percentage is captured via the attribute date and date at the time of receiving. Once the attributes are entered, the applicable attribute rate may be displayed on the Purchase Order Line Item screen, Inventory Transaction Inquiry for PO receiving transactions, and the A/P Inventory Valuation report.
Setup
This support is enabled through System Utilities-> Global Setup-> Dist-> PO Global Control-> field 48. Attribute Code Prefix To Track Item Tariff Pct.
48. Attribute Code Prefix To Track Item Tariff Pct - Default is spaces. If provided and associated with an item, the percentages provided with this attributes may be used to calculate tariff amounts on the A/P Inventory Value Report.
This attribute will need to be defined in System Utilities-> System Files Setup-> Maintenance-> Attribute File.
Attribute Code - To support multiple tariff rate dates, the base name of the attribute should match what was specified in the Global Setup. For
example, you can start with TARIFF01 at the first attribute, then you may have TARIFF02, TARIFF03, and so on and so forth.
Each attribute should be set up with fields Date 1, Amount 1 and Amount 2 where
Date
1 is the Effective Date
Amount 1 is Tariff #1 %
Amount 2 is Tariff #2 %
Let’s
say tariff for item ABC take effect on 5/22/2026, with Tariff Percent 1 = 10,
percent 2 = 5. Then you would add TARIFF01 to item ABC with the following values:
Date
1: 5/22/2026
Amount
1: 10.0000
Amount
2: 5.0000
Let’s
say on 1/1/2027 the tariff for item ABC is changing tariff percent 1 to 11% and tariff percent 2 to 6%. Then you will add TARIFF02 as following:
Date
1: 1/1/2027
Amount
1: 11.0000
Amount
2: 6.0000
Our
system will determine item ABC’s tariff rate based on the receiving transaction
date. For example,
- If the transaction date is < 5/22/2026, then the tariff #1 percent = 0 and tariff #2 percent = 0
- If the transaction date is >= 5/22/2026 & < 1/1/2027, then the tariff #1 percent = 10.0000 and tariff #2 percent = 5.0000
- If the transaction date is >= 1/1/2027, then the tariff #1 percent = 11.0000 and tariff #2 percent = 6.0000
Once setup, the attributes can be added using System Utilities-> System Files Setup-> Import-> Attribute Import.
Create a CSV file matching the layout specified on the layout screen. The required fields for this import will be A) Reference ID, G) Date1, J) Amount 1 and K) Amount 2.
3. Attribute for Reference File - Enter IMITMFIL.
4. Attribute Code - Enter the attribute code created in Attribute File Maintenance above such as Tariff01.
Once the attributes are entered, the attribute rates may be displayed on the Purchase Order Line Item screen, Inventory Transaction Inquiry for PO receiving transactions, and the A/P Inventory Valuation report.
Purchase Order Line Item Screen
If the tariff
attribute is defined in global setup, PO Line Item
Screen will display the tariff #1 and tariff #2 percentages on the bottom line of the screen. If the receiving date is available on the line item, the percentage displayed is based on the receiving date. Otherwise it is based on the promise date. If the promise date is not available, it is based in the request date.
Please
note, these two fields are display only and the user cannot override the values on this screen. If user
needs to override a rate, they need to go to the item master to change the
appropriate TARIFF* attribute associated with the item.
Inventory Transaction Inquiry
When drilling down to the Inventory Transaction Inquiry from Stock Status Inquiry using the F5=Trx Detail option, PO receiving transactions may show the tariff percentages if a matching attribute value is found.
A/P Inventory Value Detail Report
If printing the A/P Inventory Value report, set field 2. Show Vessel Info to Y and field 14. Print Detail Level to D to show the tariff amounts on the A/P Inventory Value Report.
The output on the report will show the respective tariff percentages for each transaction. The tariff percentages used to calculate the line total tariff is determined by the receiving date recorded in the inventory transaction audit trail data. The grand total at the bottom of the report will show the grand total tariff amount for all transactions printed.
Programs Modified: NSCTLFIL.FD, NSCLTFIL.W42, NSCTLINI, NSCLTMN3, PO0111, IMINVINQ, APVALRPT
Programs Added: SYATRLKP.WS, SYATRLKP.PL
CLS
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