Need information on Tax Detail Code Maintenance screen
Need information on Tax Detail Code Maintenance screen
(OP)
Can someone explain me what both options "Tax Freight" and "Tax Miscellanous Charges" are used for?
Here is the situation. Our company is international but located in Canada. Creating an order for USA, some items are not taxable like Freight, packaging, etc. However, these same items are taxable in Canada. Can the options mentioned above help me on this?
The only way I found so far is to duplicate the items but one with taxable option selected and the other the taxable option is not selected.
Any suggestion??
Here is the situation. Our company is international but located in Canada. Creating an order for USA, some items are not taxable like Freight, packaging, etc. However, these same items are taxable in Canada. Can the options mentioned above help me on this?
The only way I found so far is to duplicate the items but one with taxable option selected and the other the taxable option is not selected.
Any suggestion??
RE: Need information on Tax Detail Code Maintenance screen
Please post back if you are entering these as part numbers on the OE order.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools: www.gainfocus.biz/exceladdin.html
RE: Need information on Tax Detail Code Maintenance screen
RE: Need information on Tax Detail Code Maintenance screen
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools: www.gainfocus.biz/exceladdin.html
RE: Need information on Tax Detail Code Maintenance screen
How can we add services in a quote/order?
RE: Need information on Tax Detail Code Maintenance screen
To enter freight or tax on an order or quote, you must first go to OE package settings and make sure the "enter billing info at order entry" is checked. This will allow you to manually enter freight and miscellaneous charges. Taxes should calculate automatically, but you must make both the item and customer taxable. That being said, you can also manully ente the tax info here.
My rule of thumb is that EVERY customer is taxable, however some customers have a tax rate of zero. You assign them a tax code that explains WHY they have a zero tax rate (for resale, out of nexus, federal government, tax exempt not for profit organization, etc.) and then when you print your sales tax reports your sales tax returns are a snap.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools: www.gainfocus.biz/exceladdin.html
RE: Need information on Tax Detail Code Maintenance screen
How can I enter a service code in Order entry? I am able to only enter line items. I saw the line_type field in the OEORDLIN table and so far, the value is "I".
RE: Need information on Tax Detail Code Maintenance screen
Unless you have true services such as CONSULTING, CLEANING, PROJECT MGNT, etc. you do not need service codes to show Frt, Misc and Sales Tax as separate line items.
Please respond if you do not understand.
Software Training, Implementation, Programming and Support for Macola Progression, Macola ES, Synergy, and Crystal Reports. Check out our Macola tools: www.gainfocus.biz/exceladdin.html