After a Purchase Order has been created it may be necessary to change from
the defaulted sales tax to use tax for all lines. This can be done after selecting the Purchase
Order from the Manage Purchase Orders screen.
Maintain Purchase Order :
- Purchasing>Purchase
Orders>Add/Update POs
.jpg "Purchase Order")
PO
Defaults
.jpg "Purchase Order Defaults")
Override
Ship
To: Select the Ship To location that has
the correct use tax associated
OK
.jpg "Maintain Purchase Order")
Apply
OK
.jpg "click ok")
OK
.jpg "Purchase Order")
Calculate
Select
the “Freight/Tax/Misc;” hyperlink
.jpg "PO Total Amount Details")
Verify
the correct Tax is being charged
Return
.jpg "Purchase Order")
Select
Add or Edit Comments
.jpg "PO Header Comments")
Select
Use Standard Comments
.jpg "Standard Comments")
Comment
Type: Select the
appropriate group of comments
Comment
ID: Select the
comment
OK
.jpg "PO Header Comments")
Select
“Send to Vendor” checkbox
OK
.jpg "Purchase Order")
Select
the green check box next to PO Status to approve
Save
Predecessors:
A requisition
has been created, approved, budget checked and has been sourced to a Purchase
Order. The Purchase Order has been
selected through Manage Purchase Orders.
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