Understanding the Withholding Additional Information Program in Mexico

You use the forms in the Withholding Additional Information program (P76M411) to confirm or change the VAT and income withholding concepts that the system assigned to the pay items for withholding on the voucher. You can access these forms when you set the processing option in the Withholding Additional Information program to enable the functionality.

When you click OK on a standard software voucher entry form, the system launches the Mexico-specific Withholding Additional Information program and assigns as the default values the withholding concepts that you associated with the supplier in its address book record. The standard JD Edwards EnterpriseOne software forms that launch the Withholding Additional Information program are:

Enter Voucher - Payment Information form in the Standard Voucher Entry program.
Select Receipts to Match form in the Match Voucher to Open Receipt program.

The system validates the VAT and income withholding concepts to assure that a concept is assigned. If you do not assign the withholding concepts, the system displays an error message. If you receive an error message, you must either correct the error and continue or cancel the transaction. If you cancel the transaction, the system does not save the information that you entered in the base software programs. The system also validates the effective date of the assigned concepts. If the effective date of the withholding percentage for a concept is expired, the system displays a warning message. You can accept the warning and continue processing.

After you confirm or change the withholding concepts on the Mexico-specific withholding form, you continue with the rest of the voucher process, such as specifying the GL distribution information. The system saves the withholding information in a cache until you complete the voucher entry process. When you click OK on the last voucher entry form, the system saves the withholding concepts and basic voucher information, such as the pay item and document type to the F0411 A/P Tag File table (F76M411T), and saves the standard voucher information to the F0411 table.

If you need to review or modify the withholding concepts associated with a voucher after you have exited the voucher, you can access the Withholding Additional Information Revision form using the Regional Info option in the voucher entry programs. You can modify the withholding concepts only when no payment has been made or is in process.

The Withholding Additional Information Revision form lists by pay item the withholding concepts that the system assigned to the voucher pay items. When you split or copy vouchers, the system copies the withholding concepts to the new voucher record.

When you access the Withholding Additional Information program after you process payments, the program displays only vouchers for which withholding information was entered. You can modify the withholding concepts for the voucher if the voucher has not been paid and is not in the payment process. If the voucher is paid or is included in a payment group, you can view the withholding information, but cannot modify it.

Note: You can use the Assign Withholding Concepts to Unpaid Vouchers (R76M411) to add withholding information to existing vouchers. You cannot add withholding information to existing vouchers by using the Withholding Additional Information program (P76M411).