Following are the control maintenance records used with line item taxation, along with additional setup requirements.
Set the following control maintenance records:
Determine whether order takers are prompted to enter the tax status for line items. When prompted, order takers can specify whether each line item is taxed or not, or taxed at a reduced rate. Do this using each customer's Sales Tax window. For more information, see Enabling Line Item Taxability For Customers.
In the Sales Tax screen's Line Item Taxability field, press F10 and specify:
Disabled - Do not prompt or permit line item taxability.
Always Prompt - Order takers are prompted to specify each line item's taxability, regardless of whether the customer has bought the same item before.
Prompt if Not Bought - Only prompts the first time this customer buys the item.
Enabled - Order takers are prompted to specify each line item's taxability and are allowed to update the TAX field in the Line Item Taxable view.
If products are taxed at a reduced rate in certain circumstances, specify the reduced tax rate. Do this using the Reduced field in Tax Jurisdiction Code Maintenance.
See Also: