I have a few items in our product list that I need to add GST to.
How do I go about having order entry add gst to the item automatically when they are invoiced. Also do I need to change the invoice specs too.

Hi, Gail,

Your question is fairly general. You can set up Tax Statuses in the OE Profile (tax status are entered into the item and customer records) and Tax Groups in OE Edit | Tax Groups which use these statuses.

In IC, within the items on the Units tab, you specify the Tax Status the item will use.

When the order is created in OE, the Tax Status and Group are entered in the header tab for/from the customer. The items Tax Status is entered for/from the item on the detail tab.

OE will use the lowest of the item or customer tax.

There is online Help documentation for each of these features also.

Thanks, this gives me a start. In the company profile it has a
Customer Tax Status Description & an Item Tax Status Description.
Why does the tax group go into both of these spaces?
Also do I have to go into every customer and change their tax statur? Or just putting the tax group in the item under units tab be enough?

Gail:

When you creates the customers and items, they had a default tax status of "0" (zero) unless you specifically entered something else.

Therefore, the easiest way to set up the taxes is make the most common case (usually taxable) have a status of zero. Then you only have to edit those customers or items which are the exceptions.

Hi Gail,

The OE Company Profile has statuses for both customers and items, and both are required. You may have taxable and non-taxable customers, or customers that get charged one tax jurisdiction but not another (say GST but not PST). The same goes for items where some may be fully taxable, others not at all, and some are charged only particular jusidictions. You need to create descriptions for each possible type of customer or item you have.

As Ralph indicated, the most common type of customer and item should be entered into the '0' position, to minimize the amount of editing.

Once the descriptions are entered and the customers/items edited to their appropriate tax statuses, you need to ensure that your tax table is set up to recognize each of the statuses. To answer your specific initial question, that would mean ensuring that item tax statuses of 'GST taxable' and 'GST + PST taxable' (or something similar) exist, and that the appropriate rates are entered into your tax table.

I believe that the tax status value can be exported and imported if you need to make wholesale changes.

You might want to talk to your Adagio consultant to make sure everything is set up correctly. I'd also recommend making a local (play) copy of your data to test out the changes you are considering before committing the changes to your live data.