Configure a customer tax rate

The following article outlines the steps to update a customer tax rate in the nGenue application and initiate an Electronic Data Interchange (EDI) 814 request to notify the Local Distribution Company (LDC).

Configuration steps

Step 1: Select a tax rate

1. Navigate to the Sales tax definition screen.
2. Go to the Tax rate history tab.
3. Click the Edit button, enter the new tax rate percentage, and click Save.

Step 2: Initiate a customer tax rate change request

1. Navigate to the End user screen.
2. Select the LDC, then click on the Load end users (includes inactive) button.
3. From the results, select the facility.
4. Click on the facility icon located at the top center of the screen.

5. The Facility screen has two main sections: Facility selection and Facility details.

   • Facility selection: Displays a list of existing facilities.
   • Facility details: Allow user to add new transactions and displays the status of transaction.

6. In the Facility details screen, locate the Pending EDI activity grid:

   1. Right-click and select Add new EDI action for this facility.
   2. Select Change customer tax rate from the dropdown menu.
   3. Schedule the action date and click Accept.

7. The EDI service processes the request based on the scheduled date.

8. The system generates an outbound file and transmits it to the utility for verification.
9. The Facility screen updates the EDI status to Awaiting response.

Conclusion

Updating the customer tax rate in the application ensures that billing reflects accurate and current tax obligations. The 814 EDI request process confirms the change with the LDC before implementation, ensuring compliance with tax regulations and maintaining billing accuracy.

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