Add a tax jurisdiction for a purchase order, sales order, quotation, or invoice

When a customer or vendor pays a different group of taxes than that included in the jurisdiction on a document, you must add the new jurisdiction to documents for that customer or vendor , or to an item or release on documents for that customer or vendor.

You can change a jurisdiction for a document, or an item or release on a document, only if you use geographic-based taxes.

You can change the jurisdiction on an invoice only when the invoice is new or unpaid.

When you change a document’s jurisdiction, Made2Manage changes the jurisdiction for any of the document’s items or releases that share that jurisdiction.

To add a tax jurisdiction for a purchase order, sales orders, quotation, or invoice

1. Open a purchase order / sales order / quotation / invoice.
2. To add a jurisdiction for a document:
3. Select the Taxable check box to make the document taxable.

   1. Click the Jurisdiction lookup reference.

      The Lookup For Jurisdiction window appears.

   2. Highlight a row and click Select.

   3. On the Toolbar, click Save.

4. To add an item or release jurisdiction:
5. Click the Order Item/Items tab.

   1. Select the Taxable check box.

   2. Click the Jurisdiction lookup reference.

      The Lookup For Jurisdiction window appears.

   3. Highlight a row and click Select.

   4. On the Toolbar, click Save.