Use this System Option to require a Tax ID on the customer record before an order can be saved as Exempt or Resale.
Warning: If you use Tax Certifications, this system option should be set to No. This option enforces the Tax Type/Tax ID number. method, and the two methods aren't meant to be used together.
Where to find the option
Go to Order Entry > Utilities > Admin System Options > Order Entry > Customers
Tip: In the System Options window, use the Search/Find field: type exempt (or tax id) and press Tab to jump to the setting.
To change the option setting
Double click the system option or click Change Value at the top. Setting Require Tax ID in Customer File for Exempt and Resale Orders to Yes (Global option) will change this for all users.
What happens when enabled
When an order is set to Exempt or Resale, RFMS checks the customer record for a Tax ID in the Tax Type section. If it's missing, RFMS prompts you to either (1) enter the Tax ID on the customer, or (2) change the order tax status to something other than Exempt/Resale.
Customer File Requirements
Before being able to use this system option, the appropriate customers must have their Customer File properly configured.
Customer file must have (Additional Information tab):
- Tax Type: Exempt or Resale
- Tax ID: entered
- (Optional) Tax ID Expires: entered (if you track expirations)
Note: This system option functions with Tax ID No. (not SS/FEIN, and not the Tax Certifications Tab.)
To check or enter the Tax Type and ID number:
- Go to Order Entry > Customers.
- Browse the customer file and select the customer you want to edit. Click the edit button,
.
- Select the Additional Information tab.
- Click the Padlock button to unlock the tax fields then select the new tax status from the dropdown.
- Enter their Tax ID number and expiration date of that number if applicable.
- Save the record.
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