Determination 2024.4 Release Notes
Release highlights
Published: June 2024
- The Determination Transaction Reversal process is documented in the Help section.
- Multiple features and fixes for Brazil.
New Features
BRAZIL – BR- ICMS-RD ST TRIGGERING FOR BUYER OPERATIONS ( 957908)
This Feature addresses the extension of the usability for the authority
Brazil ICMS-RD ST
in the following scenario: company role Buyer, Business Supply “No”, Interstate Operations, Taxpayer.Authority ICMS-RD ST triggers for buyer operations:
- with 100% taxable basis (ICMS-RD-ST All Types).
- with reduction taxable basis (ICMS-RD-ST All Types).
note
No change in calculation of ICMS-RD-ST authority.
This feature is available after our open rules are uploaded in the content release. Keep track of our notifications through the upcoming Release Letter.
BRAZIL - ICMS-ST CALCULATION MT CREDIT LIMIT - ALL SEGMENTS (924373)
This feature addresses the logic for Customers with sell scenarios to MT state, where regulation is not to adjust MVA for interstate operations.
It applies for Business Suply=Yes, both company roles, inclusive/standard calculation, when ICMS Credit Limited authority is triggered along with
ICMS- ST type None
and a rule under Brazil ICMS (Ship to) with NO TAX
.Behavior of the logic:
- ICMS-ST Taxable basis amount = (gross amount* + IPI x IVA Original) x ICMS-ST Taxable basis %percent
- ICMS-ST Tax Amount = (ICMS-ST Taxable basis amount x ICMS-ST rate%) - (calculated credit limit)
- If ((ICMS ship from RATE x ICMS ship from Basis %) > Brazil ICMS-ST Credit Limit RATE),
- then:credit limit = Brazil ICMS-ST Credit Limit x gross amount*
- else:credit limit = Interstate RATE x gross amount*
- FCEP-ST calculation
- FCEP-ST Taxable basis amount: (gross amount + IPI x IVA Original) x FCEP-ST Taxable basis %percent
- FCEP-ST Tax amount: (FCEP-ST Taxable amount x FCEP-ST Tax rate%)
- Similar to IVA, authority ICMS MT CL-ST doesn't bring its own tax amount, it only contributes by bringing the rate for comparison (as shown above in No. 2).
- Only Inclusive scenarios are in scope with Repasse.
Legislations that support the requirement:
- Complementary Law 631/19 - Among other measures, it reinstated and adjusted tax benefits in effect in Mato Grosso State Lei Complementar n° 631, de 31 de julho de 2019
- Mato Grosso State ICMS Regulation - Decree 2.212/14 - The RICMS/MT, Annex X, Chapter III, article 6, §3 refers to the act of the executive branch to establish, through an Ordinance, the IVA percentages applicable to goods and assets subject to the system for determining the calculation basis for tax substitution purposes.
- Ordinance 195/19 - Articles 2-B and 3 disclose the IVA percentages to be used in operations with goods subject to the tax substitution regime.
Custom Application Messages on Authority Level
This release introduces a new functionality to override Standard Application Messages at specific Company and Authority level. Authority-level overriding is available for the Jurisdiction Determination category only.
When the user navigates to
Configuration, Advanced Setup, then Application Messages
, they can locate a standard application message filtering by Category = Jurisdiction Determination. The selection of Authority is enabled in addition to the company selection when the user opens the message override page.Automatically Remove All Associated Records Upon Deletion of Vendors
Enhanced the logic to automatically remove all VCT configurations upon removal of the associated Vendor records ensuring data integrity and avoiding broken references.
Improved Certificates Creation with Specific Authorities Targeting
We've enhanced our API capabilities to improve the certificate creation process. Previously, certificates created via the API were applied to all Authorities by default.
With the latest update, our Authority API sets can now retrieve specific Authority IDs, allowing certificates to be created and applied to a select group of Authorities.
note
The changes in the Developer portal and Apigee will be available within 1 week post—release date.
Oil and Gas – Destination Seller Tax License Added to Model Scenario (1017173)
We've added the Destination Seller License field to the model scenario screens at invoice and line level. The evaluation of the license will be followed in the upcoming releases.
Indonesia Change in Rounding Precision and MAU (1203438)
As part of regulatory changes, the rounding for Indonesian Rupiah is changed to “Floor”, rounding precision is changed to "0" and Minimum Accountable Unit changed to "1".
Zimbabwe Default Currency (1211637)
As part of regulatory changes, the default currency for Zimbabwe is changed to Zimbabwe Gold with code -
ZiG
.Memory Footprint Improvement and Reduced Artifact Size (1182733,1182734,1183210,1183260,1183262,1239698, 1177684, 1207883, 1186988)
We made some changes to improve the memory footprint of the tax engine, including removal of unused filters from the transaction flow and removal of system diagnostic from det-calc, which was primarily used for Legacy UI.
The following libraries were removed or replaced, to enable improved start up time of the application:
- Remove artifact debugging from det-calc app.
- Remove artifact error-handling from det-calc app.
- Remove jdbc-util from det-calc app.
- Replace pdx-utils-misc-api with other libraries.
- Refactor bl-api module in det-lib-common.
- Replace pdx-utils-misc-api with other libraries.
The above changes will eventually lead to tax engine performance improvements.
Optimize Database Fetch Operations for Better Performance of Tax Engine (1186986,1186989,1186991,1218802,1239484, 1186983, 1251203)
We made changes to improve the latency of all applications by means of caching, efficient use of indexes, query optimizations and more. The queries were optimized especially in the areas of fetching zones, authorities, rules, effective dates etc. This will eventually lead to performance improvements of the tax engine.
Transaction Summary Dashboard Performance Improvement - 1172213
With this release, as a performance improvement measure to reduce the latency when fetching transaction summary counts on the Enterprise Cloud UI, we've enhanced the API to pre-populate the transactions summary data in a file once a day. This will enable the user to view the audited and non-audited transactions summary on the Enterprise Cloud UI, quicker as compared to before.
The transaction summary data gets refreshed once a day and the number of transactions performed on a given day gets reflected on the dashboard on the following day.
New UI for Operating License Types
Selecting the eye icon in the
Action
column will show the list of authorities associated with a jurisdiction. This would be displayed as a modal pop-up box like in the Original Determination.New UI for Operating Licenses
Improved the add operating license workflow by replacing the single select drop-down for populating operating license type to a select button which will open a modal pop up to select the operating license type from a list using radio button available under the select column.
Selected operating license type will be shown as a chip with a cross icon in
Assign Operating License
modal.We've improved the edit operating license workflow by replacing the grid list level editing for editing editable cells (highlighted in yellow) of a record to a pop-up modal for editing an existing record using the edit icon introduced in the new UI under the
Action
column.New UI for License Types
The UI for the License Types feature has been enhanced to improve the user experience without changing the functionality and adding/removing any column, link, or button.
New UI for Licenses
We've enhanced the UI for the Licenses feature to improve user experience without changing the functionality and adding/removing any column, link, or button.
New UI for Transportation Types
Improved user search experience by implementing an advanced search/filter component to filter the records for both the tabs: Standard & Custom Transportation Types.
Fixes
BRAZIL: FCEP-ST DOES NOT GET CALCULATED - INTERSTATE SCENARIO WITH IVA ADJUSTMENT WITHOUT FCEP II (961706)
We fixed this issue to correct the behavior for FCEP-ST calculation.
BRAZIL: ICMS RULE WITH EXEMPT/NO TAX BRING INCORRECT ICMS RD (ST) TAXABLE BASIS (1167191)
This issue applies to Company Options: OFF and PIS COFINS Taxable Basis and it is fixed.
BRAZIL: ICMS-RD ST TYPE 7- INCORRECT EXEMPT AND NON-EXEMPT (1181652)
Incorrect Exempt and Non-Exempt taxable basis were displayed if the reduction basis wasn't the same for ICMS-RD ST and FCEP-ST Authorities. This issue was fixed.
Error 412 Editing the Turn Off Authority Option (1083425)
This fix was implemented to display a user-friendly error message recommended actions to remediate the error occurred while editing the turn off authority option.
Tires: Fee on Capacity – Signage Issue (1232763)
We've fixed the issue that the system gives a positive tax amount for a transaction with negative gross and negative taxable basis for default calculation method – fee on capacity. When the gross amount provided is negative and the taxable basis is negative, the system calculates a negative fee amount.
Oil & Gas: Point of Title Transfer (POTT) Issue for Motor Fuel Transaction Type (1179257)
An issue was reported for transactions with transaction type of Motor Fuels (MF). The invoice/credit notes were not getting expected results for within state sales transactions. We've addressed this issue with a fix in the POTT logic to return the correct tax authorities & tax types.
Correct Look Up List Button Behavior (1178457)
Previously despite the roles assigned to the user, the button for adding a
Look up list
was enabled for every role, we change this behavior to respect the correct use of roles and enable the button in the discussed cases.Correct Display of Records on Tax Jurisdiction (1201065)
The previous behavior shows company records not according to the selected filter or company, with this modification when a user searches by a Company, it will only display the related records.
CMC Customer Email Validations (1155018, 1221771)
There was a bug reported for the contact information in the customer page, with this modification the email field can manage 4 points in the domains, and resolve treat more domains without issue.
Fixes to Standard Mapping Validations (1155585, 1155677)
This point contemplates different improvements over the standard mapping page in which we can find, correction of the information displayed in the pop-up history section (1155677), and correct validation for end date field in the mapped products categories grid (1155585).
Corrected Display Issue for Long Company Names in Assign Operating License Search Results (1170300)
We've resolved an issue where companies with names longer than 25 characters were being displayed in a double row when scrolling while assigning an operating license and searching by vendor. This fix ensures that the dropdown now correctly displays the search results, providing a clearer and more user-friendly experience.
Fix Behavior with The Hyperlink in Certificates (1208176)
We've addressed a request (ADO IDs: 1190965, 1194512, 1190471, and ADO Bug 1191239). Previously, users with the Certificate View Only role could inadvertently edit certificate details due to shared functionality between the hyperlink and edit pencil. We've corrected this issue, ensuring that users with this role can now only view certificate details without editing capabilities. This enhancement improves security and maintains the integrity of certificate data.
Improved Certificate Status Change Flow in Portal Admin Console (1214399)
We've enhanced the process of changing certificate statuses in the Portal Admin Console. Previously, a confirmation prompt was displayed when changing the certificate status to "Unapproved" or “Temporary.” The confirmation modal should only appear when the status is set to
In Review
upon selecting Publish Certificate.With this update, the confirmation prompt now only appears for the
In Review
status, ensuring that other status changes are saved directly without any unnecessary prompts. This improvement streamlines the work flow and enhances the user experience by making the process more intuitive and efficient.Persistent Sort in Customer Grid (1221821)
We've introduced a new feature that allows sorting preferences in the customer grid section, part of the certificate manager page, this modification allows to persist across sessions and navigations.
This improvement ensures that when users apply sorting to specific columns, these preferences are retained even after logging out, refreshing the page, or navigating to other sections of the application. This enhancement aims to improve user experience and productivity by maintaining consistent sorting preferences.
We've conducted comprehensive testing to ensure seamless functionality without impacting other features.
Taxable Basis Adjusted for Exempt Amount for Graduated & Tiered Rates and Fees (1168367)
An issue was identified where the tax engine wasn't reducing the taxable basis when there was an exempt amount, in scenarios with Graduated and Tiered rates. We've fixed this issue and the taxable basis is reduced by the exempt amount, whenever there is an exemption.
This will now accurately reflect the taxable basis and exempt amounts for compliance purposes.
Taxation in Ship from Province when the Point of Title Transfer is Origin (1178519)
Identified an issue in scenarios where the point of title transfer is Origin, the tax engine triggered taxation in the Ship To province. We've resolved this issue, and in such cases, the tax engine now triggers taxation in the Ship From province when the point of title transfer is Origin.
Inconsistent Tax Results in UAT for Chain Transactions (1165235)
We've identified an issue in UAT for scenarios with a Transaction Type of Chain Transaction 1 or Chain Transaction 2. The tax calculations were intermittently returning a Failed to Calculate Tax error. We've resolved this issue.
Known Issues
There are no known issues in this release.