These fields control default tax and freight calculation features in Sales Orders.
*1. Charge Tax
Specify N-to skip tax field and do not charge tax, Y-charge tax based on the tax code and the item’s taxable status, or O-allow the calculated tax amount to be overridden. This entry affects the ending routine of the sales orders entry programs (freight is taxed based on the Tax Freight flag in the Accounts Receivable Tax File). Press Enter to initially default to N.
2. 'Taxable' Default for Temp Items
This flag determines the default value of the Taxable field during line entry for temporary items during order entry. Specify: N-Default 'Taxable' field to No or Y-Default 'Taxable' field to Yes.
3. Charge Freight
Indicate whether freight may be charged in the sales orders entry programs. If N is entered, the freight field is skipped and no freight is charged. If Y is entered, freight may be entered manually. Press Enter to initially default to unselected.
4. Freight Default Code
In the Quote Entry header, the freight code can be set to one of three options: P-Prepaid, C-Collect, B-Bill Later or A Prepay/Add. Use this flag to set the default for all quotes. Users will be able to change the flag on individual documents.
5. Default Freight and Handling
Indicate whether the Sales Order Entry and Invoice processing programs automatically calculate defaults for freight and handling. If this option is not chosen, FACTS will function as it always has--freight and handling are only calculated during confirmation, and the user must manually choose to calculate them. Choosing this option will cause the order processing programs to calculate and assign the freight amounts without requiring manual intervention by the user. This option also impacts whether freight will be calculated and returned to eCommerce Storefront when users place orders.
6. Set Quoted Freight to Calculated in OE
Indicate whether to populate the Quoted Freight field on the footer of Order Entry programs with the calculated freight amount for newly created orders.
Note: Any time in Order Entry when a new document is created, when you click the Done button to access the Footer screen, the system sets the order quoted freight amount to the calculated freight amount if you select the Set Quoted Freight to Calculated in OE check box. If you back up to the document and then return to the footer, FACTS again re-sets the order quoted freight amount based on this check box. If you had changed the order quoted freight amount manually when first on the footer you must change it again when you re-enter this screen for the change to be effective.
7. Default Billed Freight in Confirmation
Indicate how to determine the default the freight amount used in Confirmation Entry. You can select from:
Q-Order Quoted Freight Amount—this option charges all freight on the first shipment.
C-Invoice Calculated Freight Amount—this option recalculated freight for every invoice.