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To apply VAT to an order

When entering an order, a customer's VAT details will display on the Overview tab of the Enter and edit orders window, allowing you to decide whether to keep the VAT defaults which you defined at the product or product category level. This is especially useful for international organizations with customers from different countries. In addition, transaction records are not created for a zero-dollar line item.

When entering orders, VAT is charged to a customer even if the 'Ship to' address's Country field is blank on the Ship to Info tab as long as the following are set on the Organization Names window:

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Click New.
  3. Enter the Order Type (select the find icon to look up an order type).
  4. Enter the Bill to ID (select the find icon to look up an ID). The VAT Summary information displays after entering the Bill to ID.
  5. Override the Order Date if necessary. The Order Date defaults to the batch date if batch control is used; otherwise, the date defaults to the system date.
  6. Enter a Purchase Order if applicable.
  7. Enter an order Source code (select the find icon to look up a code).
  8. Override the default Shipping Method if necessary.
  9. Override the default payment Terms if necessary.
  10. Enter a percentage discount for the order in the % Discount field if applicable.
  11. Enter a backorder Priority for the order if applicable.
  12. Enter and modify each product as follows:
    1. Enter a Product code (select the find icon to open the Product Find window and look up a product), and press Tab. The Description field populates automatically.
    2. Double-click the product line-item to open the Product Detail window if necessary.
    3. Enter/override the VAT Tax Code for the product (select the lookup icon to look up a code).
    4. Override the product's default Warehouse if necessary (only applies for multi-warehouse).
    5. Enter the product's specific order information in the available user-defined fields.
    6. Enter the number of products ordered in the Quantity field.
    7. Edit the product Price if necessary.
    8. Enter a percentage discount for the product in the % Disc field if applicable.
    9. Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.

      Note: Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable only for a given product and do not affect entire order-level discounts.

  13. Click Save to enter the order, and process the order through the stages appropriate for the order type.

See Also

Applying VAT in Daily Operations

Manage customers window – VAT tab

To enter VAT information for an individual

To apply VAT to an event registration


ASI logo 10.6 Production Release. Updated 10/5/2005 3:58:52 PM
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