O/E Detail Taxes Screen

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O/E Copy Orders Screen

O/E Order Entry Screen

ClosedTo open this screen
  1. Open Order Entry > O/E Transactions.
  2. Open Order Entry or Credit/Debit Note Entry.
  3. In the Line Number column of the detail table, click the Edit Icon .
ClosedFields and controls
ClosedTax table
ClosedTax Amount

If you selected the Calculate Taxes option, this field displays the amount of tax that is due for each authority.

For each authority, Order Entry calculates a sales tax amount if: The customer is subject to tax.The order contains taxable items or taxable miscellaneous charges.Tax rates are specified for the tax authorities and classes in Tax Services.

If you are entering taxes manually, enter the total tax amount you calculated for each tax authority. Ensure that the amounts you enter agree with the sum of the tax amounts for the details, for each tax authority.

ClosedTax Authority

This field displays the tax authorities that are assigned to the tax group specified for the customer in Accounts Receivable.

ClosedTax Base

If you selected the Calculate Taxes option, Order Entry displays the transaction total. Any invoice or early-payment discounts are not deducted from this total.

If you are entering taxes manually, enter the total transaction amount in this field.

ClosedTax Class

This column lists the tax classes assigned to the tax authority. On this screen, you can change the tax class, but not the description.

Tax classes determine whether customers are subject to or exempt from particular taxes.

ClosedTax Class Description

These columns lists descriptions for tax classes that are assigned to the tax authority. On this screen, you can change the tax class, but not the description.

To change the tax class description or make other changes to the information for the specified tax group, use the Tax Services screens.

Tax classes determine whether customers are subject to or exempt from particular taxes.

ClosedTax Included

Double-click this field to specify whether tax amounts are included in the item price or miscellaneous charge amount.

Note: You can select Yes only if the tax authority (defined in Tax Services) allows the tax to be included in the price.

ClosedRelated tasks

Overview

Use the O/E Detail Taxes screen to add, edit, and delete items and charges, and to change tax information for items and charges.

On the tax table on this screen, you can change a tax class to another tax class that is assigned to the authority, and you can double-click the Tax Included field to specify Yes or No.

If you are entering taxes manually (that is, if you did not select the Calculate Tax option), you can also change the tax base and the tax amount.

Note: On the Totals tab of each transaction entry screen, you can review tax amounts for a document and compare the totals on the screen with the totals on the source document.

Last published: 4/8/2016