Sales Tax Overview

Sales tax functionality is available for any LO type. The sales tax functionality is set by the administrator in the following areas of the system:

  • Course Catalog - Online Course, Quick Course/Library, Test, Material
  • ILT Create Event - Event
  • Curricula Administration - Curriculum
  • Test Engine

Sales tax may be applied when a user checks out using the Credit Card payment method to pay for training. Note: Sales tax is not applied to the purchase of training units, even if the purchase is made with a credit card and the portal is configured to apply sales tax. Purchases of training made with training units will also not have sales tax applied.

To utilize sales tax functionality in the system, you must own a CyberSource gateway ID and set up a tax nexus with CyberSource.

  • Sales tax functionality is unavailable if you are using a CSOD merchant account.
  • Sales tax functionality is not applicable if you are using CSOD PayGo content.
  • Organizations that have a CyberSource account or gateway are no longer charged processing fees to LOs, but delivery fees are still applicable.
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Course Catalog - Update

Grants ability to manage and edit training items listed in the Course Catalog and also grants access to the Course Console, where training can also be managed and edited. This permission also grants access to the Popular Requests and Highest Rated widgets on the Learning Admin Console (in conjunction with the Learning Admin Console - View permission). This permission also allows administrators to reversion online courses via the Course Console page. This permission also allows administrators to access an Edit Training option for training items included as objectives in Development plans.

This permission can be constrained by OU, User's OU, Training Type, Training Item, Provider, ILT Provider, User's ILT Provider, User, User Self and Subordinates, and User's LO Availability. This is an administrator permission.

Note: Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Learning - Administration
Curricula Admin - Manage

Grants ability to create new and edit/update existing curricula. This permission can be constrained by OU, User's OU, Provider, and User's LO Availability. This is an administrator permission.

Adding an OU constraint and a provider constraint to this permission results in an "AND" statement.

Tip: Do not constrain this permission to your entire corporation; it can cause long page load times and timeout errors. Applying this constraint is functionally the same as leaving the permission unconstrained, but omitting this constraint does not cause the system to do the unnecessary constraint checks as in the former scenario.

Learning - Administration
Sessions - Create

Grants ability to create new instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. Administrators can only create sessions for events for which they have the availability to view. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission.

Note: The "Restrict to User as Instructor" constraint is available, but it does not actually constrain the permission.

Learning - Administration
Sessions - Edit Grants ability to edit/update existing instructor led training sessions. This permission works in conjunction with Events - View and Sessions - View permissions. Administrators can only edit sessions for which they have the availability to view and edit. When adding users to a session in which the session roster is full, this permission grants the ability to increase the session's available seats. This permission can be constrained by OU, User's OU, Instructor, User as Instructor, Facility, Facilities Owned by User, ILT Provider, User's ILT Provider, User, and User Self and Subordinates. This is an administrator permission. Learning - Administration
Test Engine - Manage Grants ability to create and edit/manage tests via the Test Engine. This permission can be constrained by OU, User’s OU, User, User’s Self, and User’s Subordinates. This is an administrator permission. Learning - Administration

Implementation

To implement sales tax, contact Global Customer Support.

For US customers, the following are required to implement sales tax functionality:

  • CyberSource Gateway ID
  • CyberSource Password
  • Merchant Account Information
  • Tax Nexus Information. You must provide Cornerstone with tax nexus information prior to implementation.

For International customers, the following are required to implement sales tax functionality:

  • CyberSource Gateway ID
  • CyberSource Password
  • Merchant Account Information
  • VAT/GST Registration Information (if applicable)

Clients have the opportunity to test the sales tax functionality in their Pilot portal using a CyberSource test credit card.