Personalization, Customization and Productivity Tools

[meyates]

I need to build a script so that Tax Schedule in Sales order header and Invoice Data Entry will allow an override by user code. I have the script built so that it changes the sales tax schedule on the sales order/invoice when it is saved. I need it to populate the tax schedule in the beginning of the order/invoice.  The problem is that the tax schedule needs to be based on the user not on the customer.  Thanks for any help.

[BigLouie]

Welcome to the Sage Community!

Couple of things. First you did not indicate what version of MAS you are running. You can do different things based on your version of MAS. Also the tax schedule would be based on where the product is shipped to, in other words the Ship To address on the order. It does not matter who writes the order. If the order is being shipped to California it does not matter who writes the order, you better have a California tax code in there.

[meyates]

Thanks BigLouie for your response.  Running MAS 4.40.  Have just recently upgraded from 4.05.  In 4.05 we had used CO to set for each user the tax schedule that we wanted to for that user.  Situation is we have 4 locations.  All sales are instate and majority taxable.  As long as the customers go to the location that they are located in there is not a problem. But, some customers that are normal customers of one division sometimes go to the counter of another location (division) and buys product.  Delivery is to that divisions local area and sales tax needs be based on the local area code not the customer's default tax code.   This has been working great in 4.05 but 4.40 the code was changed so this field (tax schedule)cannot be customized in CO.  However, sometimes it does have to be changed to another tax schedule even different than the default or tax schedule assigned to the user.  So this field has to be modifiable after the default code is automatically placed on the screen.  Thanks for your help.

[jepritch]

Hi meyates,

Because the TaxSchedule is defaulted from the customer table, and the Ship-to code table, you would need to include a script on the Post-Validation of these two fields to reverse that being defaulted.

Elliott

[meyates]

Thanks Elliott for info.  I will check into getting that done.