Setup Item Taxes - Grid Mode

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bullet01 This form enables the user to define the taxes for the Items. If the taxes for the Lots are specified then the taxes set for Items, Company+Group and Companies will be ignored and if the taxes for Items are specified then the taxes set for Company+Group and Companies will be ignored. If the taxes for Company+Groups are specified then the taxes set for Companies will be ignored.

 

bullet01 The order of preference is Items> Company+Group> Company.

 

bullet01 Setup Item Taxes : Main Menu> Setup Taxes> Setup Item Taxes- Grid Mode

 

Toggle Icon Minus 17Main Menu

 

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                                           Fig 1. Main Menu

 

Contents:

 

bullet-arrow2 Set Taxes to Items

 

bullet-arrow2 Filtration Of Records

 

bullet-arrow2 Deleting Taxes

 

 

Set Taxes To Items:

 

bullet01 Select Items : In order to select items check the Items box> Item Selection Form appears> select the required items and click Ok or press Alt+O.

 

bullet01 Select Tax Region : In order to select Tax Regions check the Tax Region box> Tax Region Selection window appears> select the required Tax Regions and click Ok or press Alt+O.

 

bullet01 After selecting Items and Tax Region click on Refresh button or press Alt+R to view the selection in the grid.

 

bullet01 How to set taxes to items : In order to define the taxes to the items, select the cell and press space bar> list of taxes appears> select the tax from the list and press enter. After defining all the taxes click on Save button or press Alt+S to save the selections.

 

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                                                                                          Fig 2. Setup Item Taxes-Grid Mode

 

notes

To save the data entered by the user, user have to press enter button and the cursor should be on next line in the grid.

 

bullet01 In order to set the same tax to all the items> select the column and press F2 or double click> a window appears select the tax name from the list and click Ok or press Alt+O to set the selected tax for all the records. Click on Save button or press Alt+S to save the selections.

 

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                    Fig 3. Same Tax To All Items

 


Filtration Of Records:

 

The Records can be filtered in following ways-

 

bullet01 Sale Tax Type Filter : Select the Sale Tax Type from the list and click on Refresh button or press Alt+R. The records with the selected tax type are displayed in the grid.

 

bullet01 Purchase Tax Type Filter : Select the Purchase Tax Type from the list and click on Refresh button or press Alt+R. The records with the selected tax type are displayed in the grid.

   

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                                                                                        Fig 4. Setup Item Taxes-Grid Mode

 

bullet01 Filter For Blank Sale Tax Type : In order to view the records with blank Sale Tax, check the box and click on Refresh button or press Alt+R.

 

bullet01 Filter For Blank Purchase Tax Type : In order to view the records with blank Purchase Tax, check the box and click on Refresh button or press Alt+R.

 

bullet01 Other Filtration methods : If you want to see the records with 12.5% sale tax but having no purchase tax then select the sale tax from the list and check the blank purchase tax box and click on Refresh button or press Alt+R.


Deleting Taxes :

 

The Taxes can be deleted in two ways-

 

bullet01 To Delete Current Tax : In order to delete the current tax > press Delete.Click Save button or press Alt+S in order to save the changes.

 

bullet01 To Delete Entire Column Taxes : In order to delete the entire column taxes > select the column and press F3 > Delete dialog box appears click Yes or press Alt+Y to delete all the taxes.Click Save button or press Alt+S in order to save the changes.

 

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                  Fig 5. Delete confirmation Box

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