All of my customers are set up with a tax district, but sometimes the invoice is not taxable. I have codes set up for tax exempt and real prop improvement (both non-tax sales) which I need for my sales and use tax report. I currently have to copy and delete and paste to be able to change the tax district on a work order before I post it. Is a major pain to have to do that each time when I should be able to change that field up until I post the work order.
by: Diane K. | over a year ago | Service Receivables
Comments
I agree. The tax district pulls from the Client information. However, when writing a work order, it does not always get verified, especially by a new employee. Would be nice to be able to change the tax district without doing the copy, delete and paste scenario.
There are several issues with this tax district being locked. If you have a service client with whom you do a taxable service AND preventative maintenance, the tax districts will be different. What we have had to do is create 2 locations under the client...location 1 for taxable service with a tax district 1, and location 2 for preventative maintenance with a tax district 6 (PM - non-taxable). If a work order gets booked under location 1 and needs to be on 2, you can then change the location and it will update the tax district accordingly. HOWEVER, you now run to the issue of having equipment tagged to location 1, and when your service guy is doing a PM (under location 2) on a piece of equipment, there will not be any equipment listed. So I can list the equipment twice, but if they need to look back and figure out what was done last on the equipment, they aren't going to know which location to look at...location 1 or 2. It's getting messy when it could be as simple as being able to alter the tax district once a work order is saved.
This is a CRITICALLY NEEDED CHANGE in our opinion, as well! It is a ridiculous waste of our time, when an employee accidentally selects the wrong tax district. This field does NOT need to be in a permanently grayed state. We should be able to correct that field, without the copy, paste, delete steps!!!