Tax groups are assigned to items in the Purchasing module following a specific hierarchy. See the retrieval hierarchy outlined below.
In the Cost Management screen, tax groups are assigned by importing a cost estimate.
In the Issue Budgets screen, tax groups are assigned by changing suppliers or refreshing costs.
In the Issue Purchase Orders screen, tax groups are assigned by changing suppliers or refreshing costs.
In the Sales Worksheets screen, tax groups are assigned by selecting Refresh Worksheet Prices.
Tax groups may also be manually assigned at the item level in the Issue Budgets screen and the Issue Purchase Orders screen by editing the Tax Details field.
In general, tax will be calculated and applied to an item if:
The item in the estimate is flagged as taxable in the Sage Timberline® Office Estimating database.
The Use Taxes option is selected for the Purchasing module: Setup > Divisions > Purchasing > Tax Settings.
A tax group has been assigned through one of the methods listed below.
Item Record - If an item tax group exists in the Cost Management screen, then the item tax group is applied and calculated for the item. If not, the retrieval proceeds to the second step.
Job Record - If a tax group is assigned to the item’s job for the item’s Job Cost Category, then the job's tax group for the item's Job Cost Category is applied and calculated for the item. If not, the retrieval proceeds to the third step.
Area Record - If a tax group is assigned to the area that the item’s job is assigned to for the item’s Job Cost Category, then the area's tax group for the item's Job Cost Category is applied and calculated for the item. If not, the retrieval proceeds to the fourth step.
Default Tax Group by JC Cost Type - (Setup > Division > Purchasing > Tax Settings) If a default tax group by JC Cost Type is assigned to the company the item's job is assigned to for the item's JC Cost Type, then the default JC Cost Type tax group is applied and calculated for the item. If not, the retrieval proceeds to the fifth step.
Branch Vendor Record - If a branch office tax group is assigned to the item's assigned supplier (based on the Purchasing Activities screen for the job's assigned area), then the branch office tax group is applied and calculated for the item. If not, the retrieval proceeds to the sixth step.
Vendor Record - If a supplier tax group is assigned to the item's assigned supplier (based on the Purchasing Activities screen for the job's assigned area), then the supplier tax group is applied and calculated for the item. If not, the retrieval proceeds to the seventh step.
Default Vendor Tax Group - Setup > Division > Purchasing > Tax Settings) If a default vendor tax group is assigned, then the default vendor tax group is applied and calculated for the item. If not, the retrieval proceeds to the eighth step.
Last, if no tax group is assigned, either a warning or an error will generate, depending on the tax settings in Setup > Divisions > Purchasing > Tax Settings.
Item Record - If an item tax group exists in the Cost Management screen, then the item tax group is applied and calculated for the item. If not, the retrieval proceeds to the second step.
Branch Vendor Record - If a branch office tax group is assigned to the item's assigned supplier (based on the Purchasing Activities screen for the job's assigned area), then the branch office tax group is applied and calculated for the item. If not, the retrieval proceeds to the sixth step.
Vendor Record - If a supplier tax group is assigned to the item's assigned supplier (based on the Purchasing Activities screen for the job's assigned area), then the supplier tax group is applied and calculated for the item. If not, the retrieval proceeds to the seventh step.
Default Vendor Tax Group - (Setup> Divisions > Purchasing > Tax Settings) If a default vendor tax group is assigned, then the default vendor tax group is applied and calculated for the item. If not, the retrieval proceeds to the eighth step.
Job Record - If a tax group is assigned to the item’s job for the item’s Job Cost Category, then the job's tax group for the item's Job Cost Category is applied and calculated for the item. If not, the retrieval proceeds to the third step.
Area Record - If a tax group is assigned to the area that the item’s job is assigned to for the item’s Job Cost Category, then the area's tax group for the item's Job Cost Category is applied and calculated for the item. If not, the retrieval proceeds to the fourth step.
Default Tax Group by JC Cost Type - (Setup > Divisions > Purchasing > Tax Settings) If a default tax group by JC Cost Type is assigned to the company the item's job is assigned to for the item's JC Cost Type, then the default JC Cost Type tax group is applied and calculated for the item. If not, the retrieval proceeds to the fifth step.
To apply this tax retrieval hierarchy, refer to the help topic for the Purchasing Division Settings > Tax Group Retrieval Hierarchy Settings.