About Taxable Parts

Path: Organization > Lookups > Tax Rate

When a Part is selected for Purchase Orders or Sales Orders, WebTMA looks to several records to determine the taxable status of the order.

WebTMA will mark the Taxable check box on the order only when all the following conditions are true:

• the part is marked as taxable, i.e., the Tax Purchase or Tax Sales check boxes are checked on the Part record
• the PO or Sales Order check box is marked on the Lookup Taxable Items Subtab
• the Taxable check box is not marked on the related PO or Sales Order record

If the part on a purchase or sales order meets all the conditions listed, then WebTMA automatically marks it as taxable.

Transactions that do not apply to purchases or sales for parts only use a taxable preference based on the Tax Rate window settings.