After a Purchase Order has been created it may be necessary to change from the defaulted use tax to sales 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")
Schedule Icon
.jpg "Schedules")
Sched Sales/Use Tax Icon
.jpg "Sales/Use Tax Information for Schedule 1")
Tax Destination: Change of the Ship to Location needs to be updated
Tax Applicability: Change to “Sales Tax Applicable”
Tax Code: Select the appropriate sales tax code
Calculate SUT
.jpg "Total Tax")
Verify the correct sales tax is being calculated
OK
.jpg "Return to Main Page")
Return to Main Page
.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 "Use Standard Comments")
Select Use Standard Comments
.jpg "Standard Comments")
Comment Type: Select the appropriate group of comments
Comment ID: Select the comment
OK
Select “Send to Vendor” checkbox
OK
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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