Overriding VAT on an order

When entering an order, a customer’s VAT details will display on the Overview tab of the Enter and edit orders window, allowing you to decide whether to keep the VAT defaults which you defined at the product or product category level. This is especially useful for international organizations with customers from different countries. In addition, transaction records are not created for a zero-dollar line item.

When entering orders, VAT is charged to a customer even if the ‘Ship to’ address’s Country field is blank on the Ship to Info tab as long as the following are set on the Organization Names window:

    • VAT is enabled for the Default Organization.
    • VAT Country is set to a valid European country code.
  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default. 
  2. Click New.
  3. Enter the Order Type (select the find icon to look up an order type).
  4. Enter the Bill to ID (select the find icon to look up an ID). The VAT Summary information displays after entering the Bill to ID.
  5. If needed, override the Order Date. The Order Date defaults to the batch date if batch control is used; otherwise, the date defaults to the system date.
  6. If applicable, enter a Purchase Order.
  7. Enter an order Source code (select the find icon to look up a code).
  8. If needed, override the default Shipping Method.
  9. If needed, override the default payment Terms.
  10. If applicable, enter a percentage discount for the order in the % Discount field.
  11. If applicable, enter a backorder Priority for the order.
  12. Enter and modify each product:
    • Enter a Product code (select the find icon to open the Product Find window and look up a product), and press Tab. The Description field populates automatically.
    • If you need to override any of the product’s defaults, double-click the product line-item to open its Product Detail window:
      • Enter/override the VAT Tax Code for the product (select the lookup icon to look up a code).
      • Override the default Net or Gross unit prices. As you change either price, the other price and the tax recalculate automatically.
      • (Multi-warehouse) If needed, override the product’s default Warehouse.
      • Enter the product’s specific order information in the available user-defined fields.
    • Enter the number of products ordered in the Quantity field.
    • If applicable, enter a percentage discount for the product in the % Disc field.

      • Note: Entering a product-level discount in the % Disc field overrides any order-level discount entered in the % Discount field. However, product-level discounts are applicable for a given product only and do not affect entire order-level discounts.

    • Press Tab to add the product to the order. The product will display in the list of Product Line Items, and your cursor will be in the Product field.
  13. Click Save to enter the order, and process the order through the stages appropriate for the order type.