Information Technology Services

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

      

Schedule Icon

      

Sched Sales/Use Tax Icon

      
     
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
      

       
      

Verify the correct sales tax is being calculated
OK

      


Return to Main Page

      

OK

      

Calculate
Select the “Freight/Tax/Misc;” hyperlink

       

Verify the correct Tax is being charged
Return

      

Select Add or Edit Comments

      

Select Use 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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