Sales Order Entry - Taxes & Totals - Tax Detail field descriptions

Fields are presented in alphabetical order by section.

Override Detail

Reason (Tax Override): Specify a reason if you made any changes to tax rates or amounts on the Tax Detail view. Any changes made to values on this view are not applied when you click Save unless you specify a reason. This automatically selects the Tax Override option. Tax override reasons are set up in SA Table Code Value Setup-Tax Override.

Note: This option is not available if you do not have security to override taxes on sales orders. If the option, Allow Sales Tax Rate Override in SA Operator Setup-Entry Options, is No, you cannot select a Reason, nor change any information on the Tax Detail view.
Tax Override: This option is selected if you select a value in the Reason field.

Note: Overriding taxes on orders should occur infrequently. If you make modifications to the jurisdictions, the Tax Override option is automatically selected. Any tax information you specify in the on this page overrides the original information when you save the order. The Tax Override option should only be selected when all other changes have been made because selecting this option freezes the records in the AR taxing table.

City: The description of the geographical tax jurisdiction specified in the tax master record.
County: The description of the geographical tax jurisdiction specified in the tax master record.
Other: Other tax jurisdictions, in which you are required to pay sales or use tax, can be specified in the Other field. This might include a special taxing district such as a library, police, or school district, or a locality such as a parish. This jurisdiction must be set up in SA Sales Use Tax Setup for this state, county, and city.
State: The abbreviation of the geographical tax jurisdiction specified in the tax master record.
Tax Type: Specify the type of tax being applied. If a tax group is applicable, that name is displayed. Tax groups are specified in SA Company Setup-Taxes-Tax Group Names.