How to do Sales Tax Billing (for forgotten sales tax on an order)

Sales Tax Billing Entry (OE014CLE)

Sales Tax Billing Audit (OE014CLA)

Resolution:

Use the Sales Tax Billing option (usually on the Invoicing Menu)

1)            Select option  Sales Tax Billing Entry

2)            Enter the salesman # and then enter or continue

3)            Enter the sales order #

4)            You will come to this screen. Change the Taxable field to Y.

5)            EITHER key in the tax $ amount OR select F6=Calc tax

          (Press enter to be sure the figure is in there.)

6)            Select F9=Summary

7)            On the summary screen, OE023-01, note the OE# in the upper right hand corner

8)            Then, select EITHER F5=Invoice OR F2= Next, Do Not Invoice

9)            If F5 was selected, you will come to the normal invoicing screen where you

Verify the data and select enter or continue to invoice the order.

The rest works just like regular invoicing. If  F5 was selected, the invoice will print

the next time the user selects the PRINT INVOICE option.