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Amount Includes Tax: This poplist indicates whether the amount for this line includes a tax. The default is the setting of the Inclusive Tax option of the tax code for this line. You can change this setting if the Allow Override option for this tax code is Yes. If you change this setting, Receivables recalculates the line amount.
Note: The Lines window is a folder form and you can choose to display three additional fields: the Amount Includes Tax, Net Amount, and Net Unit Price. The Amount Includes Tax field indicates whether the tax for this line is inclusive or exclusive. If this is an inclusive tax, the Net Amount and Net Unit Price fields display the amount and unit selling price for this line without tax. To display these fields, choose Show Field from the Folder menu, then select the field to view.
Description: The description for this invoice line. Receivables prints the description on the invoice. You can also choose standard memo lines that you previously defined, such as tax and freight charges. If you wish to update a previously chosen memo line, Receivables will only let you change the memo line to another of the same type. For example, if you have a tax memo line, you can only change it to another memo line of type 'Tax.'
If you entered a freight amount in the Transactions window or if the Allow Freight option for the transaction type associated with this invoice is set to No, standard memo lines with a type of Freight will not appear in the list of values. If the Allow Freight option for the transaction type you selected for this invoice is set to Yes, you can select standard memo lines with a type of Freight. After you select a standard memo line with a type of Freight, you can choose Freight to specify the amount of freight to assign to this line.
You can select standard memo lines with a type of Tax if the profile option Tax: Allow Manual Tax Lines is set to Yes. After you select a standard memo line with a type of Tax, you can choose the Tax button to specify the amount of tax to assign to this line.
Total (Freight): The total amount of freight for this transaction.
Total (Lines): The sum of all lines for this transaction. This amount does not include tax.
Total (Tax): The sum of all applicable tax for your transaction lines. This amount includes any inclusive and exclusive tax.
Total (Transaction): The sum of all lines, tax, and freight amounts for this transaction. This amount includes any inclusive and exclusive tax.
Unit Price: The unit selling price for this invoice line item. If you entered a standard line item, the default is the Unit List Price you entered for this standard line item in the Memo Lines window; there will be no default for System Items. If the currency of the invoice is different from the functional currency, the default unit price will be the Standard Price / Currency Exchange Rate. The default value for this field is zero for Tax and Freight lines. You can accept this price or enter the actual selling price. The unit price can be a positive or a negative number.
Line: The order line number to which this invoice line refers.
Number: The sales order line number for this invoice line.
Rev: The revision number for this order.
Reason: If you enter 'Exempt' in the Tax Handling field, enter a Reason for creating this exemption, or select from the list of values. You can define additional exemption reasons in the Receivables QuickCodes window.
Tax Handling: You can enter a value for this field only if the profile option Tax: Allow Override of Customer Exemptions is Yes and the transaction is not a chargeback. Use the default value of 'Standard' if you want tax to be calculated as per the normal procedures set up in Receivables. Enter 'Exempt' if your system option Use Customer Exemptions is set to Yes and you want to force tax exemption on the invoice lines. Enter 'Require' to force tax calculation on the invoice lines. If you update this field, there will be no affect on existing invoice lines; only new invoice lines will get the new value as a default.
You can create an unapproved exemption if the transaction type for this invoice has the Tax Calculation option set to Yes and your profile option Tax: Allow Override of Customer Exemptions is also set to Yes. After you enter 'Exempt' in the Tax field, do not select a certificate number; use the list of values to enter a Reason for this exemption. The unapproved exemption will be created at the level of your Sales Tax Location Flexfield structure to which you assigned the exempt level qualifier. If the exempt qualifier is not assigned to any of the segments of your Sales Tax Location Flexfield structure, then the unapproved exemption will be created for the whole customer. You can run the Tax Exempt Customer report to verify that the unapproved exemption was created or review your unapproved exemption in the Tax Exemptions window.
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