Issue/Symptom/Question

How do tax jurisdictions default on Jobs and Work Orders?

Applies To

PENTA for Windows

Job Information (Project Management>Jobs>Job Information)

Work Orders (Service Management>Work Orders>Work Orders)

Tax Jurisdictions (Accounts Payable>Setup>Sales and Use Tax>Tax Jurisdictions)

Customers (Billing & Accounts Receivable>Customer Information>Customers)

Resolution/Fix/Answer

Tax Jurisdictions will be assigned/defaulted to Jobs and Work Orders based on one of the three methods below. 

1. Automatically via default tax jurisdictions at a customer/location level
   1. In the Customer Information window, tax jurisdictions can be defined at a location level. When default tax jurisdictions have been assigned at this level, they will default to Jobs and Work Orders automatically that have this work location. Tax jurisdictions can be overridden in the Job Information or Work Orders window at any time, regardless of the default.
      
      
      
2. Automatically via tax jurisdictions that are linked to Postal Codes (this method only applies if tax jurisdictions were not assigned at the Customer Location level - Method 1 above)
   1. When creating/updating jobs and or work orders, a work location is assigned. As long as the work location is assigned a state code and postal code, Tax Jurisdictions can be setup to default automatically based on that information. In the example below, any Job or Work Order Location that has a state code of Wisconsin, and postal code in the range of 52000 - 56000, the Wisconsin State tax jurisdiction will default automatically. This can be overridden at the Job or Work Order level after it has defaulted. 
      
      
      
3. Manually assigned or overridden in the Job Information window and Work Orders window
   1. Job Information Window
      
   2. Work Orders Window