We never charge sales tax. We do have a 3% Environmental Surcharge that is charged to almost all of our orders, so our Infor Partner set it up as a sales tax, allowing the system to automatically calculate it on Invoices. (When a customer does not get the surcharge, we mark them "Tax Exempt".)
Our Surcharge is listed as two different Sales Tax ID's - one for each warehouse so that the surcharge gets put toward the appropriate warehouse's sales. We have code HC and code DY.
When our Infor partner set up our customers, they defaulted everyone to Sales Tax ID DY. This caused a problem because customers who had parts on their order from the HC warehouse were being double charged for the Surcharge. (i.e. $100 order was being charged $3 for DY and $3 for HC.)
I deleted all of the default codes in Customer Maintenance so it would charge based on the warehouse and not the customer.
Now we are running into times when Customer Order Entry does not populate the Sales Tax ID field from Part Maintenance.
Short of making order entry manually enter these codes, is there any other way to fix this?
Thank you!
