Tax Monitoring
System (TMS) integration uses the following modules:
- Accounts
Receivable Master
-
- Tax Master
When integration
(FRCSSDC) is enabled , all invoices, quotes, credit notes, returns
will require TMS integration.
As transactions flow into the Accounts Receivable
table, they will require TMS integration if the transaction is not already
signed.
How
it works
:
-
Transactions is imported into the Accounts Receivable Transactions table
from the external ERP system.
-
If TMS
integration is enabled, the invoice is signed and email is sent to the
customers email address.
-
In the
event of failure, the following there are two scenarios:
-
Scenario 1 : This is where the
issue can be resolved and the transaction resubmitted from LinkSOFT using
the "Submit" button in the "Integration -> AR Master View - Detail
form"
SDC
issue, example card not inserted, SDC network failure,
etc.
-
User
Tax File Number was not entered
-
Scenario 2 : This is where the
issue requires deleting the entry from LinkSOFT and re-entering the
transaction in the external ERP system.
Tax
Code is incorrectly setup
The
failure messages of TMS are
stored in:
-
"Notes
and Attachments -> Notes" tab against the transaction
"Global
Administration -> Event Log"
Process for Quotation
A quote is created and
processed in the Financial System
The transaction is imported
into the "AR Master View -> Transactions"
The system will
automatically sign the quotation with TMS
Email the signed quote to
the customer's email address.
Process for an Invoice
An invoice is created
and processed in the Financial System
The transaction is imported
into the "AR Master View -> Transactions"
The system will
automatically sign the invoice with TMS
Email the signed invoice to
the customer's email address.
Process for Credit Notes
A Credit Note is created
and processed in the Financial System
The transaction is imported
into the "AR Master View -> Transactions"
If the link between the
"Credit Note" and "Invoice" is available, the transaction will be signed.
Otherwise it will wait for the link to be established. The link is made
available by allocating the "Credit Note" to the "Invoice" in the
Financial System.
- Email the signed invoice to
the customer's email address.