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Different Tax Codes on IN Items Listed on the Same OE invoice.
Question:
When using order entry, how can I assign different tax codes to
inventory items listed on the same invoice?
Answer:
The first step is to set up inventory codes for taxable and
nontaxable items.
1. Open the Inventory module.
2. Select Options > Inventory Codes.
3. For taxable inventory codes click the taxable check box. The
default tax code box can be left blank if the salesperson wants to
decide in Order Entry if the item is taxable or nontaxable at the
time of sale. (Note: The salesperson will have the ability to
override the default tax code when items are sold if a default tax
code is entered.)
4. Leave the taxable box unchecked if inventory items associated
with the inventory code are nontaxable.
5. Close the Inventory module and open Order Entry.
6. Select Options > Module Preferences.
7. The "Use Header Tax Code for All Detail Lines" box must be
unchecked. If the box is checked, the tax code entered in the header
will override any tax codes entered for individual inventory items.
8. Click Ok.
9. Select Options> Set Up Sales Entry Screen.
10. Select the screen code used for entering orders.
11. Select the line items tab.
12. Click the edit button.
13. Scroll through the line item prompts list and select the tax
option.
14. Click the column visible box and the tax option will appear on
the order entry sales screen.
15. Click the allow input box to allow a salesperson to change the
selected tax code.
16. Click skip this column in order to skip the tax field when the
enter or tab keys are pressed (optional).
When entering sales in Order Entry a tax code can now be assigned to
each individual inventory item.
More Information
For more information about tax codes, consult the Reporting to the MAX
Accounting User's Guide.
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