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Shop Management: Purchase Order Taxes for Canceled or Unreceived Parts (Canadian Customers)

This article is intended for Shop Management program users in Canadian provinces with more than one tax value. The Shop Management program provides accurate tax data when Purchase Order (P.O.) parts received matches P.O. parts ordered.

The following examples show possible scenarios where taxes on P.O.s are different when the parts received differ from the parts ordered:

Scenario 1 – Parts are ordered and received

In this example, two parts are ordered. If the same parts are received, the transaction completes as normal. If fewer parts are received than ordered, see Scenario 2 below. 

 

Scenario 2 – Parts are ordered, not all are received

In this example, two parts are ordered, but only one part is received. Note the tax discrepancy. Proceed to sections below depending on the response from the vendor.

 

Vendor states the part is still expected to arrive

If the vendor states that the part is either on backorder or on its way, click Save to leave the P.O. status open. When the part arrives, open the P.O. and Receive the part. PO Taxes for Ordered and Received will then match.  Do not Close P.O. until the late part is received.

 

Vendor states the part will not arrive

The vendor states that the part cannot be ordered and is canceled. Select the part to be canceled, then click Delete. This will remove the part from the order. Do not Close P.O. until the part is deleted. Taxes Ordered and Received will then match. Note: if the P.O. was created through a catalog or a pick list, the part will still be on the linked repair order. 

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