Sales Tax & Nontaxable Charges on Purchase Orders & Requisitions

Funds Availability Check

When purchase orders and requisitions are created, a warning message is displayed if an account does not have sufficient funds for payment. Accounts without sufficient available funds are then highlighted in red on the purchase order or requisition.

 

Use the following steps to calculate Washington sales tax and nontaxable other charges on purchase orders and requisitions:

Sales tax and other charges on Purchase Orders

  1. Click FINANCIAL MNGMNT.

  2. Click PURCHASING.

  3. Click PURCHASE ORDERS.

  4. Click +ADD.

  5. Select a Fiscal Year. (The default setting is the current fiscal year. The displayed purchase order number is automatically assigned by the system. Check Override and enter a number if you prefer to assign a different number.)

  6. Click OK (or CANCEL to exit.)

  7. Create the purchase order. (Either accept default values or enter new ones. Default values may be entered in the System Admin Purchase Orders setup area):

    1. Tax field: The default value is the tax rate entered in purchase order setup. This value may be changed.

    2. Other charges: If using this option, the charge may be entered as either a percent or an amount:

      1. Percent: Select the Other radio button and enter the percent amount.

-- Or --

      1. By Amount: Select the unlabeled radio button to the right of the Percent display and enter the desired amount.

    1. The Subtotal and Total Amount fields fill automatically, based on details added to the purchase order.

    2. Click OK to accept your data or CANCEL to exit.

 

Sales tax and other charges on Requisitions

  1. Click FINANCIAL MNGMNT.

  2. Click PURCHASING.

  3. Click REQUISITION.

  4. Click +ADD.

  5. Select a Fiscal Year. (The default setting is the current fiscal year. The displayed purchase order number is automatically assigned by the system. Check Override and enter a number if you prefer to assign a different number.)

  6. Click OK (or CANCEL to exit.)

  7. Create the purchase order. (Either accept default values or enter new ones. Default values may be entered in the System Admin Purchase Orders setup area):

    1. Tax field: The default value is the tax rate entered inpurchase order setup.This value may be changed.

    2. Other charges: If using this option, the charge may be entered as either a percent or an amount:

      1. Percent: Select the Other radio button and enter the percent amount.

-- Or --

      1. By Amount: Select the unlabeled radio button to the right of the Percent display and enter the desired amount.

    1. The Subtotal and Total Amount fields fill automatically, based on details added to the requisition.

    2. Click OK to accept your data or CANCEL to exit.

System Admin: Set optional default values for state tax and other charges for purchase orders/requisitions

 

Page Updated 12/05

Top