Change or remove a tax jurisdiction for a purchase order, sales order, quotation, or invoice

Article • 4/27/2026 • 2 min read

You may have a customer or vendor that pays a group of taxes for which no jurisdiction exists, and for which you do not want to set a jurisdiction. In such instances, you can change the jurisdiction for a document, or for an item or release on a document, without affecting the jurisdiction as it appears on other documents or on customer or vendor records.

To change a document jurisdiction

  1. Open a purchase order / sales order / quotation / invoice.

  2. Click Jurisdiction(s) / View Jurisdiction under More Actions on the appropriate tab.

    The Jurisdiction (JURISD) window appears.

  3. Make appropriate changes to the tax codes in the jurisdiction.

  4. On the Toolbar, click Save.

To remove a document jurisdiction

  1. Open a purchase order / sales order / quotation / invoice.
  2. Click the appropriate tab.
  3. Clear the Jurisdiction field.
  4. On the Toolbar, click Save.

To change an item or release jurisdiction

  1. Open a purchase order / sales order / quotation / invoice.
  2. Click the appropriate tab.
  3. Select the line item or release to change.
  4. Click the Jurisdiction lookup reference button. The Lookup For Jurisdiction window appears.
  5. Select the new jurisdiction and click Select.
  6. On the Toolbar, click Save.

To change an item or release jurisdiction to its parent jurisdiction

  1. Open a purchase order / sales order / quotation / invoice.

  2. Click the appropriate tab.

  3. Select the line item or release to change.

  4. Click Tax Detail.

    The Tax Detail (TXLIST) window appears.

  5. On the header click Revert Jurisdiction to Parent.

    A message, Preparing to delete this jurisdiction. Are you sure? is dis- played.

  6. Click OK to confirm the deletion.

  7. On the Toolbar, click Save.

To remove an item or release jurisdiction

  1. Open a purchase order / sales order / quotation / invoice.
  2. Click the appropriate tab.
  3. Click the line item or release to change.
  4. Clear the Taxable check box.
  5. On the Toolbar, click Save.