Dispatched Not Received/Partially Received/ Partially Matched/Fully Matched Received Canceled N/A N/A Pending Cancel N/A N/A Complete Partially Received/Received Partially Matched/Matched Sales Tax Settings on Purchase Orders Use this reference guide to help choose the right sales tax settings. SWIFT uses Sales Tax for taxes paid to the vendor (excluded from the Direct Pay Permit). Use Tax state’s represents taxes paid directly to the Department of Revenue (included in the Direct Pay Permit). The tax State’s setting on the Category field is defaulted based on the Department of and/or the Revenue’s recommendation setting most often used in state purchases. The tax setting of or is a default only. It must “Taxable” “Not Taxable” be reviewed and updated for each purchase. Enter Sales Tax on a Purchase Order Navigation: Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order Create the purchase order with applicable line(s) or select an existing purchase order. Click on the Schedule icon on the lines section of the purchase order. On the lines section of the Schedules page, click on the Sched Sales/Use Tax icon. The page is displayed. The settings will vary. Sales/Use Tax Information Settings are based on the field used on the Commodity line and the field on the Schedule line. Category Ship To Category determines or taxability: “Yes” “No”. The Ship To field determines the rate, sales tax and any local, county or transit taxes. Steps to verify or update Sales/Use Tax Step 1: Verify or update the Ultimate Use Tax Step 2: Verify or update the Tax Applicability Step 3: Verify or update the Tax Code Step 4: Verify or update the Freight and Miscellaneous Charges Step 5: Calculate the SUT (Sales and Use Tax) Step 1: Verify or update the Ultimate Use Tax. To change the Ultimate Use Tax code, click on the magnifying glass. Select the correct value.
Dispatched Not Received/Partially Received/ Received Partially Matched/Fully Matched Canceled N/A N/A Pending Cancel N/A N/A Complete Partially Received/Received Partially Matched/Matched Sales Tax Settings on Purchase Orders Use this reference guide to help choose the right sales tax settings. SWIFT uses Sales Tax for taxes paid to the vendor (excluded from the state’s Direct Pay Permit). Use Tax represents taxes paid directly to the Department of Revenue (included in the State’s Direct Pay Permit). The tax setting on the Category field is defaulted based on the Department of Revenue’s recommendation and/or the setting most often used in state purchases. The tax setting of “Taxable” or “Not Taxable” is a default only. It must be reviewed and updated for each purchase. Enter Sales Tax on a Purchase Order Navigation: Purchasing, Purchase Orders, Add/Update POs, Maintain Purchase Order Create the purchase order with applicable line(s) or select an existing purchase order. Click on the Schedule icon on the lines section of the purchase order. On the lines section of the Schedules page, click on the Sched Sales/Use Tax icon. The Sales/Use Tax Information page is displayed. The settings will vary. Settings are based on the Category field used on the Commodity line and the Ship To field on the Schedule line. Category determines taxability: “Yes” or “No”. The Ship To field determines the rate, sales tax and any local, county or transit taxes. Steps to verify or update Sales/Use Tax Step 1: Verify or update the Ultimate Use Tax Step 2: Verify or update the Tax Applicability Step 3: Verify or update the Tax Code Step 4: Verify or update the Freight and Miscellaneous Charges Step 5: Calculate the SUT (Sales and Use Tax) Step 1: Verify or update the Ultimate Use Tax. To change the Ultimate Use Tax code, click on the magnifying glass. Select the correct value.
swift-po4-create-and-update-purchase-orders-user-guide.docx