David Schwemer
Member
The basic Concept of generating a credit for incorrectly charged Sales tax is pretty basic. However we are running into a control problem. The issues stems from how Customer Tax exmeptions are managed between JDE and Vertex. We use AB Cat Code 15 to indicate a customers tax Status( either EXE or TAX). Our customers can place more than one order in a day. IF the Custoemr is ste up as taxable and an order is placed and invoiced before we find out the customer should ahve been set up as exempt we need to issue credit for the Slaes Tax. The problem is managing the Customers Tax Exempt status (AB Cat Code 15). To issue the Credit the AB Cat Code must remain as Taxable however if we leave it as taxable other new orders are going to have the same problem. Manual controls are difficult due to overall volume of orders. IS ther any way at ORder Entry time that the Customers Tax Status can be modified just for that order or is there another apporach that can be used to manage Customer Exemptions at an order level.
