Does anyone have any knowledge in setting this up correctly? We are on 10.2.300.14.
Thanks
What exactly are you looking for, per set-up, for Canada.
We are a Canadian company running Epicor in Ontario, so I may be able to assist if you have more specific questions.
Glenn
The big question I have to start with is how is your company configuration set up?
I expected to see some type of localization for tax purposes, among other things.
We have a single book g/l and have our currency default to Canadian. We transact in US, Euro, Pound, but the G/L only ever reports in Canadian.
We do not handle our Payroll processing in house, we use ADP and transmit a file to them for processing. They handle all tax calculations related to Payroll and send back to us the data.
For sales and purchasing, we calculate taxes where applicable based on supplier/customer set-up.
Does any of this help Tim or do you require more specific information?
Glenn
Are there specific setting in your company configuration? Is there something for localization and taxes?
Under Company Config., Modules->All Modules->Taxes->Detail: we only have the following items ticked:
AR Invoices Ready to Calculate
Purchase Orders PO Line Taxable
AP Invoices Ready to Calculate
All other fields unchecked.
Payment Tax Options:
Withhold Tax based on = Payment Date
Invoice Tax based on: Invoice Rate
Localization Detail:
AR Correction Invoices = checked
Allow Invoices to be Overpaid = checked
All other fields unchecked or blank
I think that helps. I know that for 10.2.400 Epicor has published a country specific functionality guide but this doesn’t exist for the version I am on.
Appreciate your help.
Np.
We are running 10.2.400.9 and the configuration items I provided came over from our E9 environment. We have not modified any of the Company Config. parameters.
Glenn