Invoice Entry form -- Item/Taxes form

Sage ERP Accpac Order Entry 6.0

$image\field_bt.gif$ Invoice Entry — Items/Taxes Form

Use the Items/Taxes form to edit detail lines and to change detail tax information.

Rather than presenting all the details for an order in columns, this form displays information for a single detail so that you can see all of the fields for a detail without having to scroll through the form.

Click these buttons for more help:

$image\ebx_-1979385979.gif$ Finder	$image\ebx_600723840.gif$ New	Drill Down
$image\ebx_693517794.gif$ or Shift + $image\ebx_-1684461220.gif$ Zoom	$image\ebx_-1705529621.gif$ Drop-Down Lists

To open or close the Items/Taxes form

Select a detail line on the Invoice tab, then either:
Press F9.
Click the Item/Tax... button.

Press F9 or click the button to return to the Invoice tab.

To edit details in the Items/Taxes form

To start a new detail line, click in the Line Number field. To edit an existing detail, type its line number or use the scroll bars to display the line you want.
Enter any changes for the detail.
For each detail, you can adjust the:
- Quantity invoiced
- Unit price
- Extended price
- Discount percentage or discount amount
- Ship via method and tracking number
- Customer item number
- Comments and instructions.
If you need to change detail tax information, use the Items/Taxes form. (Select the detail on the detail-entry grid on the Invoice tab, then press F9 or click the Item/Tax... button.)

You can change a tax class to another tax class that is assigned to the authority, and you can change the choice for the Tax Included option.

If you are entering taxes manually (you did not select the Calculate Tax option), you can also change the tax base and the tax amount.

Click Add or Save.

To delete details in the Items/Taxes form

To open an existing detail you want to delete, type its line number or use the scroll bars to display the line you want.
Choose Delete.

To check tax amounts for an order or invoice and compare the totals on the screen with the totals on the source document, click the Totals tab.