Entering Tax Information on Sales Orders

Access the Sales Order Header form.

Note: The processing option for Header Display, on the Process tab, must contain the value 1 for the header form to appear.

Tax Area/Code

Enter the tax explanation code in the unlabeled field to the right of the Tax Area/Code field. If you leave this field blank, the system uses the default value specified in the customer master record for the Sold-To address entered on the order.

If you do not specify a tax rate/area, the system uses the default value specified in the customer master record for the Ship-To address entered on the order.

Sales Taxable

Enter a code that indicates whether the item is subject to sales tax when you sell it. The system calculates tax on the item only if the customer is also taxable.

The value must be Y for the system to calculate taxes on the invoice.