[...] pretax numbers to figure retainage can only be used when POSPLITTAX is enabled also. NEWTAX - Sales Tax by order. POIGNORETAX - Ignores sales tax amount on purchase order receipts in regards to GL posting. POSPLITTAX - Split tax out on itemact record if POSPLITTAX is enabled. POUSETAXFLAG - If set, default taxable status matches ItemMaster Sales Tax Flag (resell flag is ignored). RFQSHOWTAX - Will default the tax boxed to checked on print RFQ screen. [...]

Sales Tax Due Report — 3.3%

Default Menu Location Reports >> Sales Tax >> Sales Tax Due Report Click here for screenshot General Description Sales Tax Due Report screen allows users to produce detail report on tax amount owe to the State and Local government. Fields/Filters Date Range: Report date range State: Specific State for the report WhseName: List of Warehouses Standard Report Fields(Page Header) Company company Date Range "Date Range:" + dtoc(ld_sdate) + " to " + dtoc(ld_edate) [...]

Ship To Tax Table Update — 2.8%

General Information Default Menu Location : Maintain >> Sales Tax >> Ship To / Tax Table Update Screen Name : TTUPDATE Function: Updates the displayed total rate for each tax table. For tax amount calculations on the Quote, Sales Order, and Invoice, the total tax rate is always calculated per the jurisdictional rates in the table. To prevent having to calculate the total rate each time a tax table is [...]

Order Entry Setup Options — 2.8%

[...] SELLUNITPRICING - If set, then use the selling unit as the input to the price lookup from the pricing tables and the contract price tables. If not set, then use the selling price unit. SERIALBYWHSE - Change S2P logic to generate serial numbers from different counters based on plant if CID option SERIALBYWHSE is enabled. SHOWCUSTABC - Display the Customer ABC Code on the Quote and Sales Order header. Display the codes next to customer name on both screens. SHOWCUSTCAT - When enabled, will display customer type under the billto section of [...]

Customer Import — 2.8%

[...] address that invoices will typically be sent to) f10 - TaxExempt - Enter a 'Y' if the customer is tax exempt. A blank entry is the same as 'N'o f11 - Custno - Customer Number (Organization ID), Leave blank to auto-assign customer numbers. If you are attempting to update existing organization records, make sure the 'Match Existing Orgs' option is checked - otherwise the import process will create new organizations for any existing, matched custnos. f12 - Terms - Default payment terms. This must match a value in the TERMS rule. f13 - Address2 - Physical Address 2 [...]

States - Sales Tax — 2.6%

[...] Maintenance Function Controls the NEXUS settings and accounting overrides for each state where sales tax can be collected. Rule Setup – Text Fields State: Enter each state where sales tax can be charged. On new setups, the STATE rule should already be populated with each US state. Code: Enter the two character postal abbreviation code. GL Account: Enter a GL account per state if the sales tax liability account should be unique per state. GL1 Account(Split): Enter a secondary GL account to [...]

Quote Setup Options — 2.4%

[...] SELLUNITPRICING - If set, then use the selling unit as the input to the price lookup form the pricing tables and the contract price tables. If not set, then use the selling price unit. SHOWCUSTABC - Display the Customer ABC Code on the Quote and Sales Order header. Display the codes next to customer name on both screens. SHOWWARNING - Automatically displays any warning notes attached to the organization when entering SO/PO/TASK/etc. SKIPQTYCHKSO - Bypasses the Quantity Check pop. SOCADDOHF - Option that will auto-add missing OHF record. [...]

HOW TO - Issue a Sales Tax Credit — 2.2%

[...] used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice. Enter the invoice number and click Edit button to change a field on the header. Procedures STEP 1: Open the Edit Invoice Header screen STEP 2: Select the invoice you are issuing a sales tax credit/debit for. The invoice amount, sales tax amount, and balance are displayed. STEP 3: Click TxCr STEP 4: Click Yes STEP 5: Enter the amount [...]

Sales Tax Jurisdiction Cross Reference — 2.1%

[...] Maintain >> System >> Rule Maintenance Function This rule serves as a cross reference between the tax jurisdiction Ids that are passed back from the Tax API service. Adjutant receives the juridiction ID, usually a number with no description, and uses address information to display the description in the software reporting. Rule Setup – Text Fields State Code: This is the two character standard state code (ie. TX for Texas). City Name: The name of the tax rate to be used in reporting. JuriCode: [...]

CID Setup Options — 2.0%

[...] through AMS/Connex integration. AMSORDERSQL - Directs OrderIN, BundleI, and coilin into the correct SQL tables instead of files. Eclipse will have to updated to read from these SQL datatables instead of the .del files. AMSPUNCHISP - If set, then use RCODE = P as leading punch question. AMSSCRAP - If set, changes AMS process when running reclaim. Works with setup of AMSSCRAP rule. AMSUSEMACHNUM - Option to copy machine number to AMS_ORDERIN table during AMS process. AMSUSER2PROFILE - Change values in orderin.del file. AMSUSER5CUSTNO - Change to use profile profile instead [...]

Sales Tax Due Report — 2.0%

Default Menu Location Reports >> Sales Tax >> Sales Tax Due General Description The Sales Tax Due report is used to determine the amount to pay taxing authorities for sales made within a given period. Fields/Filters Basis: Determines when the tax [...]

Sales Tax Due Report — 2.0%

Reports ==> Accounts Receivable ==> Sales Tax Due This report will display the amount of sales tax due for a given date range of invoices. Sales Tax Due Report Basis: Select the basis to pay your sales tax from. *Please consult each state's tax law as some states do not allow payment on a cash receipt basis. Date Range: Enter the invoice date range. State: To generate a report for one state, enter the state abbreviation here. Otherwise, leave [...]

Journal Entry Architecture - Invoicing — 2.0%

[...] the amount of the invoice. 2. Revenue - Revenue is credited in the amount of the invoice less sales tax. 3. Sales Tax - Sales Tax is credited in the amount of the tax on the invoice. 4. Cost of Goods Sold - COGS is debited based upon the cost of the items on the Sales Order. 5. Work in Process - WIP is credited based upon the cost of the items on the Sales Order. WIP has already been debited when the SO was shipped, so this account is always a wash (not affected). Journal [...]

Warehouses — 2.0%

[...] Location: Check this box if the warehouse is the default warehouse for the CID selected. Use API Tax: This button will create a new tax table for the warehouse using the Zip-Tax service. Active: Check this box if the warehouse is active. Leaving this box unchecked will cause the warehouse to be unusable. Distribution Whse: Check this box if the warehouse is used only to distribute to other warehouses. Checking this box prevents this warehouse from being used in Order Entry. Central Whse: Checking [...]

Quick New Customer Add — 1.7%

[...] title Acct Manager - Account Manager for this customer Sales Person - Sales person for this customer Tax Table - The [...]

Add Ship To — 1.7%

[...] name or Company name Address: Company address City: Name of the city Zip: Zip code for the city Tax [...]

AR Invoice Import — 1.7%

[...] Function: This screen imports a header and detail Excel file (XLS) into Adjutant to load the AR invoice tables. AR Invoice Import Screen File Name(Header)/Browse: Use the Browse button to locate and select the completed AR Invoice Header import template file (in XLS format). Note - both the Header and Details files are required and must be imported at the same time. File Name(Details)/Browse: Use the Browse button to locate and select the completed AR Invoice Details import template file (in XLS format). Note - both the Header and Details files are required and [...]

Sales Order Import — 1.7%

[...] the import to complete, but could add unwanted records to the TERMS rule. f8 - TaxRate - Sales order tax percentage rate in ##.## format. The tax rate is stored in the SO Header for certain forms and reporting on closed or voided orders. For importing open orders, the tax table and tax rate will be updated from the sales order ship to record as soon as the order is edited and the UpTax button is used. *f9 - SOType - Sales Order Type code from the SOTYPE rule. Blank or invalid import [...]

Organization Attributes - Ship To — 1.7%

[...] combination to use for this location Cross Street: Cross street or nearest cross street to this location Tax Table: The tax [...]

New Tax Table Report — 1.5%

General Description Default Menu Location Reports >> Sales Tax >> New Tax Table Report Screen Name NEWTAXTABLE Click here for screenshot Function This screen shows you a list of new tax rates whether they are "Imported" or "Manual Entry" or "All". Fields/Filters [...]

Tax Credit Report — 1.5%

Default Menu Location Reports >> Sales Tax >> Tax Credit Report Click here for screenshot General Description Tax Credit Report screen allows user to generate a detail information report about sales tax credit with customers and the amount owe. Standard Report Fields(Page Header) Company lc_company Report lc_report Date lc_date Group Header [...]

Asset Importer — 1.3%

[...] Balance 2X. DB150 = Double Declining Balance 1.5X. SY = Sum of Years Digits. STConv - State Minimum Tax Depreciation Table Convention. Valid entries are 'Half-Year', 'Quarter', 'Mid Month', and 'Full Month'. AMTLife - Alternative Minimum Tax Depreciation Life/Period in years AMTCost - Alternative Minimum Tax Asset Cost in dollars, two decimals allowed AMTSalvage - Alternative Minimum Tax Salvage value in dollars, two decimals allowed AMTMeth - Alternative Minimum Tax [...]

Invoice Tax Date Export — 1.3%

Default Menu Location Reports >> Sales Tax >> Invoice Tax Date Export Click here for screenshot General Description Invoice [...]

Purchase Order Import — 1.3%

[...] import to complete, but could add unwanted records to the TERMS rule. **f8 - TaxRate - Purchase order tax percentage rate in ##.## format. The tax rate is required if the purchase order is taxable. If the tax rate is not imported, and the order should be taxed, you must change the vendor remit to in the PO header, and then change it back in order to pull the desired tax rate from the vendor remit to record. *f9 - POType - Purchase Order Type code from the POTYPE rule. Blank or invalid [...]

AR Invoice Master — 1.3%

[...] used to view a customer invoice. You can also edit Header information, credit unpaid invoices, issue tax credits, issue refunds, pay by credit card, and print the invoice. Enter the invoice number and click Edit button to change a field on the header. Click the Select button to also enable searching by Customer PO, Sales Order#, or Invoice Amount. Fields/Filters/Buttons CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the invoice. An integrated credit card processing software package is required. TxCr Sales [...]

Sales Order - Header — 1.3%

[...] The loocation which items of the SO will be sent. UpTax: This field can be clicked to UPDATE the tax rate of the ship to on the Sales Order. This is used when an order's shipto sales tax table is changed. Once the tax table is changed on the shipto screen, user will click this button to update changes on the actual Sales Order. No Processing: This checkbox will prevent an invoice from being created until all items on the sales order have been shipped. Once the last item is shipped, an invoice number is [...]

Update Blank Ship To Sales Tax Info — 1.3%

Default Menu Location Maintain >> Sales Tax >> Update Blank Ship To Sales Tax Info Click here for a screenshot General Description Update [...]