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Where can I change the setting to allow changing the ship to tax schedule id on the line item of the sales order.

Posted on by 125

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I have a couple GP systems and this one will not allow the change on the line item nor does the header change roll down.  When this data is incorrect it needs changed but we are not able to???

  • Verified answer
    MelissaK6201 Profile Picture
    MelissaK6201 125 on at
    RE: Where can I change the setting to allow changing the ship to tax schedule id on the line item of the sales order.

    After noticing an error in tax calculations we were able to determine that a setting had been changed causing both issues.

    This is resolved, thank you again for your time.

  • MelissaK6201 Profile Picture
    MelissaK6201 125 on at
    RE: Where can I change the setting to allow changing the ship to tax schedule id on the line item of the sales order.

    Thank you for your response.  We have a full understanding of the tax feature in GP.  The problem we are having is the inability to change the tax schedule id on a line item.  If the tax schedule id has been entered incorrectly we can easily change it on the customer header but we are unable to change on the line item itself. Keep in mind, we have been able in the past to do this with no problem.  All of a sudden this field is grayed out and we can no longer make changes when needed.  I have no report of anyone changing any settings so we are stumped on why we can no longer edit on the fly.  Ironically enough, we have another GP system, running the same version, that allows us to change the line item tax schedule id with no problems accessing the field.

  • Nicole Hellerud Profile Picture
    Nicole Hellerud 1,712 on at
    RE: Where can I change the setting to allow changing the ship to tax schedule id on the line item of the sales order.

    Hi Melissa,

    Thank you for your post.

    I wanted to first note the following from the HELP files.

    Ship To Tax Schedule ID

    Enter or select a tax schedule. If you change the tax schedule ID, taxes will be recalculated automatically. The prompt name changes depending on the default tax schedule ID for the transaction.

    If the customer’s shipping method type is delivery, the tax schedule assigned to the customer’s ship-to address ID is used in tax calculations. The tax schedule for the customer’s ship-to address ID is also used to calculate taxes if you’re not using the shipping method when selecting tax schedules.

    Can you test logged in as SA?

    I hope this information helps.

    Wishing you and yours healthy and happy days ahead.

    Nicole Sutton

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