Overview:
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- Work Order Template window (Tax tab)
- Customer Location (Customers window, Locations tab, Service Management sub-tab)
- Customer (Customers window, Service Management tab)
- Customer Invoice Location (Customers window, Loc Invoice Cus… button)
- Customer Invoice (Customers window, Cus Invoice Cus… button)
- Taxability Defaults By State/Province window
- Organizational Units window (Setup tab, Service Mgmt button, Service Management Parameters pop-up)
Benefits:
- Ensures accurate tracking of tax-ability for Purchasing and AR Billings
- Enables use of PENTA's sales tax module.
Roles:
- Accounting Manager
- CFO
- Controller
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