Assigning Tax Type Codes to OE Items

Assigning Tax Type Codes to OE Items

Go to Distribution> Sales Orders> Maintenance>Items> Item Master

Each item that needs a Tax Type Code assigned to it, should be updated. Query the item and update the Tax Type Code field in the top right of the screen.

Note: The tax type code for the parent line of a kit is not sent to Exactor.  If the parent line for a kit has a tax type code that is exempt, the kit and its item will NOT automatically be exempt.  The exemption for items within a kit is based on the tax type code for the individual items in a kit.