Tax Codes

Customer (AR, SO) based transactions

The tax code for transactions of this nature is taken from:

1. Customer;
2. Inventory item, Non-stock code, GL Account, or JC Sales code;
3. Company (sales tax code if company is subject to North American sales tax)

This exception applies with regard to AR Invoice and Credit Note transactions for an inventory line:

1. Customer delivery address (applicable where North American sales tax is in use);
2. Customer;
3. Standard selling price for price set up in IN Selling Price Maintenance);
4. Price book;
5. Inventory item;
6. Inventory transaction type;
7. Company.

Supplier (AP, PO, SCM) based transactions

The tax code for transactions of this nature is taken from:

1. Supplier;
2. Inventory item, Non-stock code, GL Account, or JC Sales code;
3. Company (Purchase tax code if company is subject to North American sales tax)

IN Transactions

Tax codes default to IN transaction lines based on this hierarchy:

1. Inventory item;
2. Inventory transaction type;
3. Company