The following changes are required to change tax calculation by value:

1. Changed tax calculation formula to multiply tax value by quantity for value-based tax codes.

Areas Affected:

1. Backoffice - replenishment to create a purchase order
2. Backoffice - purchase order entry
3. Backoffice - receive purchase
4. POS - Prescription Entry, Load prescription
5. POS Screen - Load prescription
6. POS Screen - Items having different combinations of tax setup. E.g Tax Inclusive/Percent, Inclusive/Value, Exclusive/Percent, Exclusive/Value.
7. POS Screen - Quantity Change
8. POS Screen - Price Change
9. POS Screen - Discount by line
10. POS Screen - Discount by Total (Utility)
11. POS Screen - Minimum Profit % calculations for different item types in 6. above
12. POS Screen - Changed rounding to correctly round away from zero to 2dp for values such as 0.045 = 0.05.

Below are details of how Discount By Totals work. Note that in simple cases, the total discounts will match exactly to the discount percent, however in complex scenarios (explained below), the discount amount may not be able to achieve the full percentage amount.

Discount algorithm notes:

1. When there are multiple line items on the order lines, discounts are applied to the items of least "Profit Margin" first. This is to ensure that as we pro-rate discounts down the line, and therefore, we are able to allocate discount most accurately.
2. Items can have "min Profit Percent" that prohibits the amount of discount you can apply. If you try and enforce a 50% discount, however, the "Min Profit Percent" is > 50%, the algorithm will "floor" at the "Min Profit Percent"
3. The algorithm calculates the most viable route to apply discounts so the customer achieves the most benefit, without exploiting the "providers" inventory pricing setup parameters
4. Link to the Calculation sheet
   

In this example, we are using every possible TAX scenario to explain how discounts work.

Figure 1 - Line items before discounts applied

Figure 2 - Line items after discounts applied

System test completed, Tested the following:

1. Setup test products as follows:
   1. TI001 Test product. Tax: PI10 Price: $10 Cost: $5 MinProfit: 0% MinUnitPrice: 0
   2. TI002 Test product. Tax: PI10 Price: $10 Cost: $5 MinProfit: 20% MinUnitPrice: $6.60
   3. TI003 Test product. Tax: PE10 Price: $10 Cost: $5 MinProfit: 0% MinUnitPrice: 0
   4. TI004 Test product. Tax: PE10 Price: $10 Cost: $5 MinProfit: 20% MinUnitPrice: $6.60
   5. TI005 Test product. Tax: VI10 Price: $10 Cost: $5 MinProfit: 0% MinUnitPrice: $10
   6. TI006 Test product. Tax: VI10 Price: $10 Cost: $5 MinProfit: 20% MinUnitPrice: $16
   7. TI007 Test product. Tax: VE10 Price: $10 Cost: $5 MinProfit: 0% MinUnitPrice: $10
   8. TI008 Test product. Tax: VE10 Price: $10 Cost: $5 MinProfit: 20% MinUnitPrice: $16
2. Backoffice - replenishment to create a purchase order
   1. Created replenishment for above 8 items
   2. Created Purchase order from replenishment and verified values, tax and total.
3. Backoffice - purchase order entry
   1. Created Purchase order for above 8 items
   2. Changed Tax code on the purchase order to match items tax code setup above.
   3. Verified Quantity change, price change and verified tax values.
   4. Checked Approved Purchase order screen and verified values.
   5. Checked purchase order report and verified reports
4. Backoffice - receive purchase
   1. Verified purchase order receive screen values for above 8 items.
   2. Received purchase order and checked database values are stored correctly.
5. POS - Prescription Entry, Load prescription
   1. Created prescription for above 8 items
   2. Loaded prescription on POS and verified values
   3. Gave various discounts by line and by total and checked values are computed correctly.
   4. Completed sale and verified database values.
6. POS Screen - Items having different combinations of tax setup. E.g Tax Inclusive/Percent, Inclusive/Value, Exclusive/Percent, Exclusive/Value.
   1. Loaded above 8 items in POS
   2. Changed quantity for all items to 10.
   3. Changed price for above items
   4. Verified discount by line
   5. Verified discount by total
   6. Verified Min Profit % calculations
   7. Verified rounding is done correctly for values such as 0.045.

Hi Sanjay, 

This case has been tested successfully.

Test Environment 

• Version 9.48 Beta 3
• LINKSOFT on QA1

Test Plan.

1. Created Below products

1. Create a Purchase on 573 and PO from Replenishment.
   1. Product: VALEX, Quantity - 2,Cost - 15.Tax should be 18 and total as 30- Pass
   2. Product: VALIN,Quantity - 2,Cost - 15.Tax should be 18 and total as 48- Pass
      
   3. Product: PERIN,Quantity - 2,Cost - 15.Tax should be 2.48and total as 30- Pass
   4. Product: PEREX, Quantity - 2,Cost - 15.Tax should be 2.70 and total as 32.7- Pass.
2. Above tax amounts should be the same on the Purchase Order Approve Screen, Purchase Order Report and Purchase Order Receive Screen.
3. Change the cost to 20 for the products on the receiving screen.
   1. Product: VALEX, Quantity - 2,Cost - 20.Tax should be 18 and total as 40- Pass
   2. Product: VALIN,Quantity - 2,Cost - 20.Tax should be 18 and total as 58- Pass
      
   3. Product: PERIN,Quantity - 2,Cost - 20.Tax should be 3.30 and total as 40- Pass
   4. Product: PEREX, Quantity - 2,Cost - 20.Tax should be 3.60 and total as 43.60 Pass.

1. Create a prescription with items 
   1. Product: VALEX, Quantity - 2,Price- 10.Tax should be 18 and total as 38- Pass
   2. Product: VALIN,Quantity - 1,Price- 10.Tax should be 9 and total as 10- Pass
      
   3. Product: PERIN,Quantity - 4,Price- 10.Tax should be 3.30 and total as 40- Pass
   4. Product: PEREX, Quantity - 3,Price- 10.Tax should be 2.7 and total as 32.70 Pass.
2. The above was successfully output in the prescription labels and receipts. 
3. Tested Line Discount, % Discount, Discount by vale and on totals  - Pass

POS Transactions

1. Tested tax portions for all price setup, Promotional Price, Cost Plus Markup, Price Break and Minimum Profit. See Attachment document. 
2. The following was verified
   1. Change in Quantity
   2. Change in Price
   3. Discount - Tested Line Discount, % Discount, Discount by vale and on totals 
3. Load and Copy Transactions

Rounding was verified on all screens.

Thanks

Rashna