Feature - Tax Freight Setup User Messages in COP Setup and Tax Code Maintenance

Release Date: 4/12/2016

In order for the COP (Customer Order Processing) module to calculate sales tax, there are two areas to set up:
  1. In COP Setup -> 4. Freight Tax Satus
  2. In A/R Tax Code File Maintenance -> 11. Tax Freight
When the user tries to change the freight taxable status, he/she often changes one of the above without changing the other, which causes confusion.  Therefore, we added the following enhancements to remind users that both areas need to be set up in order for freight to become taxable:

1)  In COP -> Util-Setup -> COP Setup, field "Freight Tax status,"  the value can be "N," Not Taxable, "F," Fully Taxable or "P," Partially Taxable.  If the user changes this field from "N" to "F" or "P," a message will show "A/R Tax Code Tax Freight Must be Set to Y for Tax to be Calculated."  See sample screen below:

2)  In A/R -> Maintenance -> Tax Code Maintenance, the field "Tax Freight?" can be "N" or "Y."  If the user sets this field to "Y" and the COP Setup field "Freight Tax Status" is "N," the following message will appear: "Must Turn on COP Setup Freight Tax Status for Tax to be Calculated on Freight."    See sample screen below:

Modified programs: CP0800, ARTAXMNT

Accounts Receivable

  1. ARMENU Accounts Receivable Package Overview
  2. Feature - Elliott AR ACH Processing
  3. How to Automatically Credit Check an Order After Filling Back Order
  4. Fine-Tuning Customer File Maintenance Security
  5. I Receive "No Open Item on File" Message When I Try to Reapply Open Credit or Payment in AR
  6. Can I Reapply a Payment to a Different Customer in AR?
  7. AR Aging Report - What's the Difference Between Py and Px Payment Type ?
  8. Avg Days Pay YTD in Customer File Calculation Issue
  9. Opn Ord Pick/Inv Amt Calculation Issue
  10. Auto Assigned Sales Tax Code by State and County
  11. How to Handle Sales Tax for Single Item with Caps Amount
  12. How to Subscribe a Customer Event by Salesman?
  13. Arizona Cities Not in Elliott for Sales Tax Code Auto Assign
  14. AR0111 Accounts Receivable Carrier File Maintenance
  15. AR0112 Accounts Receivable Carrier Mode Maintenance
  16. AR0113 Accounts Receivable Freight Rate File Maintenance
  17. AR0114 Accounts Receivable Freight Zone File Maintenance
  18. AR0120 Accounts Receivable State Table File Maintenance
  19. ARACTINQ Accounts Receivable Customer Account Inquiry
  20. ARACTMNT Accounts Receivable Account File Maintenance
  21. ARACTSUM Accounts Receivable Customer Account Summary Inquiry
  22. ARADJAUD Accounts Receivable Adjustment Auditing Inquiry
  23. ARADJSCN Accounts Receivable Adjustment Auditing Report
  24. ARAGEBAL Accounts Receivable Age Customer Accounts
  25. ARAGEMNU Accounts Receivable Aging Reports
  26. ARAPLYCR Accounts Receivable Re-Apply CR/DR Memos
  27. ARCALFCH Accounts Receivable Finance Charges Processing
  28. ARCNTMNT Accounts Receivable County Tax Code File Maintenance
  29. ARCRCMNT Accounts Receivable Credit Card Transacting Handling
  30. ARCRDSCN Accounts Receivable Credit Card Log Report
  31. ARCSHENT Accounts Receivable Cash Receipts Processing
  32. ARCSHSCN Accounts Receivable Cash Projection Report
  33. ARCTLMNT Accounts Receivable A/R Setup
  34. ARDBEXPS Accounts Receivable Export D&B Customer File
  35. ARDISSCN Accounts Receivable A/R Distribution to G/L Report
  36. ARECIMNT Accounts Receivable Customers and Contacts Import Utility
  37. ARHSTMNU Accounts Receivable A/R History Report
  38. ARINVSCN Accounts Receivable Print Service Invoices
  39. ARJBASCN Accounts Receivable Job Analysis Report
  40. ARJOBMNT Accounts Receivable Job Code File Maintenance
  41. I Can Only Enter A/R Cash Receipt for Cash or Check
  42. ARCUSMNT Accounts Receivable Customer File Maintenance
  43. ARLTRMNT Accounts Receivable Customer Mail Merge
  44. Feature - ACH Deposit Effective Date
  45. AROLOAD Accounts Receivable A/R Open Item File Maintenance
  46. ARPRDEND Accounts Receivable Clear A/R Accumulators
  47. ARPRGSCN Accounts Receivable Purge Closed Open Items
  48. ARRECENT Accounts Receivable Recurring Sales Processing
  49. ARSAMENU Accounts Receivable Sales Analysis Report
  50. ARSETBAL Accounts Receivable Set Customer Account Balances
  51. ARSHPMNT Accounts Receivable Ship Via Code File Maintenance
  52. ARSLMMNT Accounts Receivable Salesman File Maintenance
  53. ARSLSENT Accounts Receivable Sales and CR/DR Memo Processing
  54. ARSRCMNT Accounts Receivable Payment Source File
  55. ARSRVENT Accounts Receivable Service Invoice Processing
  56. ARSRVMNT Accounts Receivable Service File Maintenance
  57. ARSTMSCN Accounts Receivable Print Statements
  58. ARTAXMNT Accounts Receivable Tax Code File Maintenance
  59. ARTRMMNT Accounts Receivable Terms Code File Maintenance
  60. ARTYPMNT Accounts Receivable Customer Type File Maintenance
  61. ARSTLSCN Accounts Receivable Sales Tax Liability Report
  62. Incorrect Opn Ord Pick/Inv Amount in Customer File
  63. Feature - Customer Account Inquiry Reference Search
  64. Feature - Tax Freight Setup User Messages in COP Setup and Tax Code Maintenance
  65. ARFRMMNT Accounts Receivable Invoice Form Setup
  66. Feature - Customer Highest Balance YTD, Last Year, and Year Before Last Year
  67. Feature - Ship Via Group Support
  68. Feature - Scheduling ACH Payments
  69. How to Print A/R Aging Report by Salesman
  70. Feature - A/R Expanded Aging Report - Add "Show Open Items Only" Option
  71. Feature - Add Acct Name to ACH Account Detail Screen
  72. Feature - ACH Add and Change Event
  73. Feature - Import A/R Cash Receipt Detail -- Add Ability to Process Multiple Customers for One Check
  74. Feature - A/R Commissions Due Reports - Additional Fields and CSV Support
  75. Feature - Age Customer Accounts When Cash Receipts Are Posted
  76. Feature - Validate Collector Against Salesman File
  77. NSCTLMN2 Accounts Receivable Global Setup 1
  78. NSCTLMN2 Accounts Receivable Global Setup 2
  79. NSCTLMN2 Accounts Receivable Global Setup 3
  80. NSCTLMN2 Accounts Payable Global Setup 1
  81. NSCTLMN2 Accounts Payable Global Setup 2
  82. NSCTLMN2 Accounts Payable Global Setup 3
  83. NSCTLMN2 Accounts Payable Global Setup 4
  84. NSCTLMN2 Accounts Payable Global Setup 5
  85. NSCTLMN2 Accounts Payable Global Setup 6
  86. NSCTLMN2 Accounting Global Setup: Index
  87. Accounts Receivable Cash Receipts Reports That Show Check Deposits for a Period of Time
  88. What Does the Asterisk Mean in A/R Account Inquiry?
  89. ARRECMNT Accounts Receivable Customer/eContact Import Utility
  90. Refund Customer for Open Credit or Over Payment
  91. Feature - Defer Cash Receipts with Wildcard Batch Entry
  92. Feature - Exclude Debit Memos from Updating Customer Sales Ptd/Ytd

Feedback and Knowledge Base