Taxation – Settings Reseller Support
To specify which Vertex account
(provider's or reseller's) will be used for taxation, do the following:
- In OA
Billing PCP > Operations > Resellers.
the reseller for whom you want to define which Vertex account will be used.
the General tab in the Vertex Setting section,
o Use Vendor's
use provider's account in Vertex. In this case, a reseller by itself will not
be able to select what type of requests ("Invoice" or
"Quotation") will be sent to Vertex on invoice calculation. Only a
provider can define for a reseller what type of requests are sent.
vendor's settings are used for Vertex connection, the Send Final Requests
on Invoice Calculation option can be configured for a
reseller. The following values are possible:
§ No – OA Billing will
send "Quotation" request instead of the "Invoice" request
when composing the invoice. The transaction will be considered as preliminary
and not chargeable by Vertex. This mode can be used if a reseller uses some
external ERP system for financial documents generation. To switch this option
to another mode, click Final.
§ Yes – OA Billing will
send "Invoice" request when composing the invoice. The transaction
will be considered as final and chargeable by Vertex. To switch this option to
another mode, click Quotation.
o Use Own
use reseller's account in Vertex. In this case, a reseller by itself will be
able to select what type of requests ("Invoice" or "Quotation")
will be sent to Vertex on invoice calculation. The request mode can be set in
Billing RCP > System > Settings
to General and make the changes.
Note – When a reseller is
created, Odin Automation copies all taxation settings (except for EU resellers
of non-EU providers). Resellers automatically get tax categories and taxes
configured by the provider.