Order Entry Parameters

Address Taxability Parameters

You must be authorized to use Address Taxability. You use the Address Taxability Parameters window to set up product group and item codes for system-generated uncataloged items, such as a minimum order charge. If your minimum order charge requires a special tax, you create that code here and it is applied when creating an order in order entry.

You set up items with product groups and item codes in the Item Settings tab. This information is then supplied throughout the system. In addition to the Item Settings tab, these boxes appear in the Vendor Alias dialog boxes and in order entry. For uncataloged items, whether entered into the system via SIF file or manually entered, if the company information matches a vendor alias record that has the product group and item codes set up, then the line item uses these boxes to control the taxes for that line item by assigning the appropriate product group and item code.

Note: This feature is not included in all software packages and may require authorization. For more information, contact ECi sales.

1. From the Parameter Editor window, double-click Order Entry.

2. Double-click Address Taxability.

3. The Address Taxability Parameters window opens. To use Address Taxability, you must click the Activate Address Taxability box. If you ever need to de-activate address taxability, clear this box. Do not activate this box until you are ready to go live with taxing.

4. In the Location box, enter the location for which to set parameters.

5. To determine which tax rates to use, enter the dealer's zip code plus four in the Zip + 4 boxes. You must enter the last four digits to ensure accuracy.

6. You can also tax by order date. To do so, click the Tax by Order Date box. However, we do not recommend this method. Normally, you would tax by invoice date.

7. You can use the drop down arrow to set the product group and item code for uncataloged item types. If all these uncataloged item types are taxable in every state, you do not have to make any changes to these boxes. However, if you do have uncataloged item types that are not taxable in certain states, you need to go through the steps in Setting Up Address Taxability before changing these. Once you completed the steps through setting up product groups in the Product Groups window, you can return to this window to set up these uncataloged item types. For uncataloged items, whether entered into the system via SIF file or manually entered, if the company information matches a vendor alias record that has the product group and item codes set up, the line item uses these boxes to control the taxes for that line item.
   
   Dollar Discount
   Minimum Order Charge
   Freight Charge
   Machine Contract Billing
   Machine Service Billing
   Machine Meter Billing
   Machine Travel Charge
   Machine Labor Charge

8. When you finish making changes, Order Entry and Address Taxability now appear in bold in the Parameter Editor window. Click to save your changes or when you exit the Parameter Editor window, you are prompted to save your changes. (If you reopen the Address Taxability Parameters window without clicking , your changes do not save.)

Note: To abandon all changes, click . It lets you restore the previously saved version without exiting the Parameter Editor window.

Return to:

Setting Up Address Taxability

See also:

About Address Taxability