If using this screen to create a tax matrix for use with the vendor return process, click here for additional information. Use this routine to establish and maintain an invoice charge matrix. The matrix you create using this process is used to assign an invoice charge for both vendor purchases and vendor returns. You can associate an invoice charge with a company state/province, a vendor state/province, both, or neither.
The grid displays any existing settings. The Company State/Province and Vendor State/Province fields are not mandatory, allowing you to develop a ‘best match’ hierarchy. The hierarchy works as follows, using the first match it finds:
Match of both company state/province and vendor state/province
Match of company state/province and empty vendor state/province
Match of vendor state/province and empty company state/province
Empty company state/province and empty vendor state/province.
Based on these rules, the invoice charge is determined and later passed to the AP Bill creation process.
If using this screen to create a tax matrix for use with the vendor return process, click here for additional information.
Click the Add button to update the grid following entry/edit of the fields above.
Invoice Charge