¶ Purpose
The purpose of the TCD Group – Customer master is to define and manage customer‑ or supplier‑specific tax configurations by maintaining details such as TCD Group Code, Tax Group, Location, Party, Category, HSN Number, GST Tax Group Type, and Basic Account. It ensures that correct GST and other tax rules are automatically applied during transactions, enables accurate tax calculation and accounting postings, and supports statutory compliance and audit readiness across sales and purchase processes.
¶ Prerequisites
The following prerequisites must be completed.
- TCD Details must be created.
- Access rights must be assigned to the user for TCD details.
¶ Add TCD Group
The TCD Disc. Group – Customer Master – Mode: New screen allows the user to define and manage tax details applicable to a specific Customer or Supplier.
Navigation: Main – Menu → Masters → Masters - General → TCD Disc Group - Customer → Add
- The user can search for particular details based on the Code, Tax Group, Group Description, Location, Party, Category, HSN Number, GST Tax Group Type and Basic Account.
- The TCD Group – Customer screen displays the tax details in two sections as mentioned below.
- Details
- TCD Disc. Group – Customer Detail
- The Details section displays the details of the tax group such as Code, Tax Group, Group Description, Location, Party, Category, HSN Number and GST Tax Group Type.
- The TCD Disc Group- Customer Detail section displays details such as Order, Tax Perc, Valid From, Valid Up To, Comments, Entry Computer, Entry Employee Id, Entry Date Time, Ledger Account, Tax Group and Duties and Taxes.
- Click Add, the screen will appear as shown below.
- The TCD Disc Group – Customer Master – Mode: New screen allows the user to enter details such as Code, Tax Group, Group Description, Location, Party, Category, HSN No., GST Tax Group Type and Basic Account.
- The user must enter the Code and Group Description.
- The user can enter the Tax Group.
- The user must select the Location, Party, Category, HSN No., GST Tax Group Type and Basic Account from the dropdown list.
- If the user selects the GST Tax Group Type as ‘GST - Customers’, TCD group details will appear on the Sales Order Details screen.
- If the user selects the GST Tax Group Type as ‘GST - Suppliers’, TCD group details will appear on the General Purchase Order screen.
- Click Save, the following screen appears.
- Click Yes, to add TCD Disc Group – Customer details as shown below.
- Click Add, the following screen appears.
- The Details screen displays details such as the Tax Group, Valid From and Valid Up To.
- The user must enter details such as the Order that depends on tax calculation.
- The user can edit the Valid From (date) and Valid Up To (date) if required.
- The user must select the appropriate Duties Tax and Revenue Account from the dropdown list.
- The user can enter details such as Comments and Tax perc (percentage).
- Click Save and Close.
¶ Edit or Delete TCD Group – Customer Details
The TCD Disc Group - Customer Master - Mode: Edit screen allows the user to edit or delete the added or existing TCD group details for a particular party if required.
Navigation: Main – Menu → Masters → Masters - General → TCD Category → Select TCD Category → Edit
- The user must select the appropriate Tax Group and Group Description from the left panel of the screen.
- Once the user selects the Tax Group, the TCD group details will appear automatically.
- Click Edit, the following screen will appear.
- The TCD Disc Group - Customer Master - Mode : Edit screen allows the user to edit TCD group details such as the Code, Tax Group, Group Description, Location, Party, Category, HSN No., GST Tax Group and TCD Disc. Group- Customer -Details.
- Click Save, to save the edited details.
- Click Delete, and the following message will appear.
- Click Yes.
- Click Close, and the deleted details will disappear from the left panel of the screen.
Note: The user can delete the TCD group details only if they are not used in any transactions.
¶ Edit or Delete TCD Group – Customer Details
The TCD Disc Group - Customer - Details Master - Mode : Edit screen allows the user to edit or delete the added or existing TCD disc group details for a particular party if required.
Navigation: Main – Menu → Masters → Masters - General → TCD Category → Select TCD Category → Edit → TCD Disc Group- Customer Master- Mode: Edit → Select TCD Disc Group → Edit
- The user must select the appropriate Tax Disc Group.
- Click Edit, the following screen will appear.
- The TCD Disc Group - Customer - Details Master - Mode : Edit screen allows the user to edit TCD disc group details such as the Tax Group, Duties Taxes, Order, Revenue Account, Valid From, Valid Up To, Comments and Tax Perc.
- Click Save, to save the edited details.
- Click Delete, and the following message will appear.
- Click Yes.
- Click Close, and the deleted details will disappear from the left panel of the screen.
Note: The user can delete the TCD group details only if they are not used in any transactions.
¶ View Details in Tree or Grid
The Grid View and Tree View options allow the user to view TCD group details either in a tabular format or in a hierarchical structure for easier navigation and understanding.
- Click Grid View to view details in tabular format (rows and columns), as shown below.
- Click Tree View to display data hierarchically (parent-child structure), as shown below.
- The user can expand or collapse nested items to view relationships or categories.
¶ Search TCD Group Details
The Search option allows the user to search for tax based on the Code, Tax Group, Group Description, Location, Party, Category, HSN No., GST Tax Group Type and Basic Account.
- Click Search, and the screen will appear as shown below.
- The user must select the appropriate Filter On and Filter Text from the dropdown list.
- The user must enter the corresponding filter value and press Enter key.
- Once the user presses Enter key, the corresponding list will appear on the left panel of the screen.
¶ Functional Use Cases
| Sl. No. | Use Case | Business Scenario | Functional Outcome in ERP |
|---|---|---|---|
| 1 | Create TCD Group – Customer | Customer/Supplier‑specific tax configuration is required. | ERP allows creation of TCD group for a party. |
| 2 | Define TCD Group Code | Each TCD group must be uniquely identified. | ERP enforces unique TCD group codes. |
| 3 | Assign Tax Group | Applicable tax structure must be linked. | ERP applies correct tax group in transactions. |
| 4 | Maintain Group Description | Clear understanding of tax setup is required. | ERP stores descriptive details for reference. |
| 5 | Assign Location | Tax rules vary by location. | ERP applies location‑specific tax rules. |
| 6 | Map Party (Customer/Supplier) | Taxes differ by party. | ERP applies taxes specific to the selected party. |
| 7 | Select Category | Tax applicability depends on party category. | ERP validates taxes based on category. |
| 8 | Assign HSN Number | GST calculation requires HSN/SAC. | ERP calculates GST correctly using HSN. |
| 9 | Define GST Tax Group Type | GST type (GST - Customers / GST - Suppliers) must be identified. | ERP applies correct GST logic. |
| 10 | Map Basic Account | Tax posting requires accounting linkage. | ERP posts tax entries to correct ledger. |
| 11 | Modify TCD Group Details | Tax configuration changes. | ERP updates tax setup for future transactions. |
| 12 | Apply TCD Group in Transactions | Tax must auto‑apply during billing. | ERP auto‑calculates and posts taxes. |
| 13 | Audit & Compliance | Tax configuration must be traceable. | ERP maintains audit trail for changes. |
¶ Use Case Scenario
- Click here for a detailed use case scenario.
¶ Transaction Checklist
| Steps | Checklist Item | Details / Purpose |
|---|---|---|
| 1 | Identify Business Requirement | Confirm need for customer/supplier‑specific tax setup. |
| 2 | Verify Party Master | Ensure the Customer/Supplier master is created and active. |
| 3 | Check Location & State Setup | Confirm correct location/state for tax applicability. |
| 4 | Confirm Category Mapping | Validate party category selection for tax rules. |
| 5 | Validate HSN / SAC Code | Ensure correct HSN/SAC code is available and valid. |
| 6 | Select GST Tax Group Type | Confirm Intra‑State / Inter‑State / Exempt applicability. |
| 7 | Verify Basic Account Mapping | Ensure correct ledger account exists for tax posting. |
| 8 | Avoid Duplicate TCD Groups | Check for existing TCD Group for same party/location. |
| 9 | Authorization & Approval | Obtain approval for tax configuration or changes. |
| 10 | Assess Transaction Impact | Review impact on billing, accounting, and GST returns. |
| 11 | Compliance & Audit Review | Ensure setup meets GST and audit requirements. |