Changing Sales to Use Tax - PS Financials

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Business Process: Changing Sales to Use Tax

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

      Purchase Order

PO Defaults

      Purchase Order Defaults

Override

Ship To:  Select the Ship To location that has the correct use tax associated

OK

      Maintain Purchase Order

Apply
OK

      click ok

OK

      Purchase Order

Calculate

Select the “Freight/Tax/Misc;” hyperlink

      PO Total Amount Details

Verify the correct Tax is being charged

Return

      Purchase Order

Select Add or Edit Comments

      PO Header Comments

Select Use Standard Comments

      Standard Comments

Comment Type: Select the appropriate group of comments

Comment ID: Select the comment

OK

      PO Header Comments

Select “Send to Vendor” checkbox

OK

      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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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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