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Certificate Manager

Certificate Manager overview

Certificate Manager allows you to track and validate exemption certificates.
note
Depending on your configuration, you have access to either Exemption Certificates or Certificate Manager. These features aren't available concurrently.
These next sections explain exemption certificates and how they're processed.

Exemption certificate fields

Each exemption certificate includes fields you define through fields in the product. Determination incorporates these configurations along with your company settings into its transaction processing logic.
The primary fields you configure are:
  • Customer and Company:
     Certificates are tied to a customer and company.
  • Jurisdiction:
     Certificates apply at the local authority levels or at higher levels, such as state or country.
  • Validity:
     Dates determine when a certificate's valid.
  • Rationale:
     Certificates have codes explaining the reasons for exemptions.
  • Criteria:
     Filters determine if certificates apply to transactions, and filters can include particular products or services based on product or commodity codes.
  • Monetary Details:
     If a customer isn't fully exempt, the certificate lists the exempt amount and currency, or alternatively, the basis percent.

Transaction processing logic

When a transaction's processed, the product checks to see if the company's using exemption certificates (as defined in its Company Preferences page), and then the product searches for certificates associated with the selected customer.
These conditions are tested:
  • Exempt reason
  • Certificate number
  • Certificate effective date range
  • Certificate status
  • Certificate limited-use criteria
  • Product code criteria list
    note
    If the certificate contains a list of product codes, the exemption only applies to lines that include a product code from the list.
  • Commodity code criteria list
    note
    If the certificate contains a list of commodity codes, the exemption only applies to lines that include a commodity code from the list or lines that include a product code that's mapped to a commodity code from the list.
  • Applicable zones and authorities
  • Currency

A certificate match

At a minimum, a certificate must match the customer, invoice date or certificate date, and ship-to address.
important
If multiple certificates are found that can apply to a transaction, the first one returned with the approved status is applied. The first exemption certificate found with a valid date range gets selected. For this reason,
it's important you end date unwanted certificates
. Otherwise, you could have unintended results. For example, if you've 2 certificates, both effective on January 1st, but the first one has no end date while the 2nd one has an end date of February 15th, a transaction on March 15th would be exempt because the first certificate didn't have an end date.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax
  • Sub-Product: Certificate Manager

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