Home » Categories » 02. Shop Management 5.9 Legacy

Customer Is Non-Tax But Order Is Taxed?

This is a common problem that results from retroactively changing the Customer tax status to non-taxable sometime after the initial entry, but not also changing the Vehicle tax status and then creating orders with the vehicle(s).

In ordinary circumstances (normal sequence, linear time), customer records are newly created, inheriting the system tax setting. Then the vehicle records are added, inheriting that customer tax setting.

Because the software must support combinations where one vehicle is taxable yet another under the same customer is not (truck with Agricultural plates in some states, etc), the software behavior is different after the initial entry. The Vehicle setting becomes independent of the Customer setting after the fact.

NOTE: It is possible to change the Vehicle tax flag with an Order ALREADY CREATED; it would be necessary to use Order Options - Tax Rates Applied to fix this order that was already started. The software uses whatever setting it encounters at the moment it was created, not what you do after the fact.
5 (1)
Article Rating (1 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Shop Mgmt Keyboard Shortcuts (5.9.x)
Viewed 3960 times since Wed, May 23, 2012
Odometer In value is required by the system manager. Please enter a value greater than or equal to the Previous Odometer
Viewed 6877 times since Thu, Jul 26, 2012
Control or Prevent Charge Sales
Viewed 1433 times since Wed, Aug 13, 2008
Winhelp32 (winhlp32.exe) Missing / Training Videos not working
Viewed 7323 times since Mon, Oct 8, 2012
Remove Words From Custom Dictionary
Viewed 1464 times since Fri, Oct 30, 2009
30/60/90 Button Error Msg - How To Fix
Viewed 7720 times since Wed, Jun 11, 2008
Recommendations Unable to Be Saved
Viewed 1086 times since Thu, Jul 26, 2012