Invoice profile
The customer can set up the invoice profile to streamline the manual creation of invoices. When an invoice is created, the invoice profile data is defaulted based on the selected facility and ship to. For suppliers to create or import invoices, customers must at least specify the tax codes in the invoice profile. If the customer does not set up the invoice profile, the information on the invoice must be specified manually by the supplier. The supplier can specify the billing information, only if the customer has set up the billing information on the Billing Info tab.
The profile information can be set at the company, the facility, and the ship to level. Item data set at the facility level can be used for all the facilities and this item data can be modified for a specific facility. Item data set at the ship to level can be used for all the facilities or all the ship to locations. This item data can be modified for the combination of:
- A specific facility and all the associated ship to locations
- A specific facility and a specific ship to location.
The customers can access the invoice profile from the menu to set:
- Tax qualifiers: Tax qualifiers indicate the type of tax such as local or state. The specific tax IDs are associated with these tax qualifiers. The standard EDI codes can be used as tax qualifiers.
- Tax codes: The tax codes indicate the code and the associated tax percentage, i.e. MI 7%. The tax codes are set at the facility level.
- Tax exempt: The tax exempt indicates the tax qualifiers and tax IDs that are exempted for specific locations. The tax exempt is set at the ship to level. Example: A specific ship to is exempted from paying local tax, so the tax qualifier is used to indicate local tax is selected for the exemption. An associated tax exemption code is specified.
- Billing information: The billing information includes a main tax ID and the bill to information. The billing information is set at the ship to level.