Adding or Editing Details Using the Detail Items Taxes Screen

The Detail Items/Taxes screen contains the same fields as the detail entry grid on the Credit/Debit tab, plus additional tax-related fields that you use to view or change tax information for a selected detail. More...

Rather than displaying fields for all the details in tabular format, this screen lets you see all the fields for a single detail on a separate screen.

For more information, see P/O Credit/Debit Note Entry Detail Items/Taxes Screen.

  • Open the Credit/Debit Note Detail Items/Taxes screen:

    1. Open Purchase Orders > P/O Transactions > Credit/Debit Note Entry.
    2. Enter header information for the debit note or credit note, including the vendor number and, if you are crediting or debiting an existing invoice or return, specify the document number.
    3. Select a detail line to credit or debit, and then press F9, or click the Item/Tax button.

To add a detail in the Detail Items/Taxes screen:

Note: You cannot add details to an invoice or a return for an existing receipt.

  1. If an existing detail is displayed, click the New icon beside the Line Number field.
  2. Type the information for the detail, and then click Add.

To edit a detail using the Detail Items/Taxes screen:

  1. On the Detail Items Taxes screen, use the navigation buttons beside Line Number field to display the detail line you want to change.

  2. Make the changes you need.

    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).

    Note: You can change item details only until you post the credit note or debit note.

  3. Click Save.
  4. When you are finished, click the Close button or press the F9 key to return to the Credit/Debit tab.