Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Tax Classes group one or more 'Tax Details' together for the purpose of calculating sales tax on 'Quick Sales' Sales Transactions. Tax

Insert excerpt
Def - Tax Class
Def - Tax Class
nopaneltrue
 Tax Classes can be manually assigned on transactions or assigned to individual Customers to default on 'Quick Sales' Sales Transactions. The purpose of this page is to add, edit, remove, and activate/inactive these records.

...

Toolbar IconsDescription
Delete
Insert excerpt
Delete - LV
Delete - LV
nopaneltrue
Edit
Insert excerpt
Edit - LV (Multi Line)
Edit - LV (Multi Line)
nopaneltrue
Excel
Insert excerpt
Excel - Global (old)
Excel - Global (old)
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Grid Layout
Insert excerpt
Grid Layout - Global
Grid Layout - Global
nopaneltrue
Help
Insert excerpt
Help - Global
Help - Global
nopaneltrue
New
Insert excerpt
New - In line add
New - In line add
nopaneltrue
FieldsDescription
CheckboxUsed to select one or more records.
# Tax DetailsA label to indicate the number of 'Tax Details' that are assigned to the 'Tax Class'. This is a calculated field that is not editable. Unless a 'Tax Class' has at least one 'Tax Detail' assigned, it will not calculate Sales Tax.
Applies ToA label to indicate where the Tax Class is used. This is always set to "Sales" and cannot be edited.
Currency

The 'Currency' property on the the Tax Class record. This defaults to blank but is required and once saved cannot be edited. If missing, the message "Currency is required." will be displayed on Save. 

The lookup contains a blank value, the current assigned value, and a list of all the Currencies in the ERPx_MFCurrency table.

Linked Database Field: ERPx_MFTaxClass.CurrencySK

Inactive

The value from the 'Inactive' property. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is only editable for records that do not have an open balance.

Linked Database Field: ERPx_MFTaxClass.IsInactive 

Tax Class

A hyperlink that shows the value of the 'Tax Class' property on the Tax Class record. Clicking on the link opens the record view for the selected Tax Class. 

This defaults to blank for new records and is required. If not assigned, the message "Tax Class is required." will be displayed on Save. This value must be unique and If not, the message "Duplicate Tax Classes are not allowed." will be displayed on Save. This field is always editable from the record view.

Linked Database Field: ERPx_MFTaxClass.TaxClassName

...