Order Entry — Items/Taxes Form 

Use the Items/Taxes form to add, edit, and delete order 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 most of the fields for a detail without having to scroll through the form.

Click these buttons for more help:

 

Finder

Drill Down

or Shift + Zoom

Drop-Down Lists

To open or close the Items/Taxes form

1. Select a detail line on the Order tab, then either:

• Press F9.

• Click the Item/Tax... button.

2. Press F9 or click the Close button to return to the Order tab.

To add or edit details in the Items/Taxes form

1. To enter a new detail, click the New button beside the Line Number field.

To edit an existing detail, type its line number or use the scroll bars to display the line you want.

2. Enter the information or changes for the detail.

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.

3. Click Add or Save.

To delete details in the Items/Taxes form

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

2. 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.

See also

 

Calculate Tax Option

Enter taxes manually

Order Entry Form — overview

Taxes tab