The Detail Items/Taxes screen contains the same fields as the detail entry grid on the Receipt tab, plus additional tax-related fields that you use to view or change tax information for a selected detail. More...
Before you start
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Open the Receipt Entry Detail Items/Taxes screen:
- Purchase Orders > P/O Transactions > Receipt Entry.
- Enter header information for the receipt, including the vendor number and, if you are receiving an existing purchase order, specify the purchase order number (or numbers if you are receiving multiple purchase orders).
- Select an existing detail, or enter a new one, and then press F9, or click the Item/Tax button.
To add or edit details in the Detail Items/Taxes screen:
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To start a new detail line, click the New icon beside the Line Number field.
To view or edit an existing detail, type its line number or use the navigation buttons beside the Line Number field to display the detail you want.
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Enter the information or changes for the detail.
You can change a tax class to another tax class that is assigned to the authority, and you can change the choice for the Tax Included option (if the tax authority permits tax-included costs).
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When you are finished, click Close.
- To check tax amounts for a receipt and compare the totals on the screen with the totals on the source document, view the Totals tab.
To delete details in the Detail Items/Taxes screen:
Note: You cannot delete details after you have posted the receipt.
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To display the detail you want to delete, type its line number or click the navigation buttons beside the Line Number field until the line you want is displayed.
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Click Delete.
If a message appears asking you to confirm the deletion, click Yes.