Vertex Information


Document Header -> Vertex Codes window -> Vertex Information
INTERNAL
This prompt only appears if the Vertex Information window has been triggered from the window on the Work Order header.

Check this box if the W.O. service is on an internal repair.
Uncheck this box if the W.O. is to be charged to the customer.


CALCULATE TAXES BASED ON
A default value of Bill or Ship address can be set in the Vertex Connection Information.
Accept the default or select one of the following document taxing options:
  • Bill To Address to calculate the taxes on this document based on the customer billing address if the customer is picking up the items on the document.
  • Ship To Address to calculate the taxes on this document based on the site or shipping address only if there is a Province or State provided, when the items are being shipped or delivered.

CREDIT DATE
Today's date displays. This can be over-typed.
If a credit is to be given, the tax calculations on the negative dollar amount will reflect the tax rates as of this Credit Date.

Finished?
Click ACCEPT to accept the tax information and exit the window.

VERTEX TAX CALCULATION ERROR
This error is triggered if a tax area cannot be determined.
A Vertex Tax Error window is provided to view further the information.


Topic Keyword: VTX001A
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