Sales Tax Procedures

This section lists the procedures that must be followed in order to allow the system to properly calculate sales tax and VAT charges.  This document also describes the procedures for adjusting sales tax and vat information and for reporting on this information using STREAM II.  This document assumes that the Sales Tax Processing programs have been installed and that all appropriate configuration and data conversion routines have been completed as detailed in the Sales Tax Configuration Guide.

The following procedures should be performed on a daily basis or as required.


Creating new Customer and Shipto records

Creating New Inventory Items

Processing Sales Orders

Processing Sales Tax Adjustments

Auditing Daily Invoice Activity

Correcting Sales Tax Errors