Prerequisites
Make sure you have the "Admin" role permissions.
Step-by-Step Instructions:
Step 1: Access Company Settings
Navigate to Configuration.
Go to Company Settings.
Step 2: Navigate to Purchase Order Settings
Click on Purchase Order.
Step 3: Enable Tax at Line Level
Enable "Enable Tax at line level".
Step 4: Enable User-Selected Tax
Enable "User selected Tax".
Step 5: Save Settings
Once enabled, save the changes.
Step 6: Access User Tax Settings
Go back to Configurations.
Click on User Tax (under Master Data).
Step 7: Add User Tax Details
Add the details along with the tax rate.
Click on "Create User Tax" to save.
FAQs
1. What is the benefit of enabling tax at the line level?
Enabling tax at the line level allows taxes to be applied to individual items or services within a purchase order, providing more granular control over tax calculations per item.
2. Can users change the tax selection after a purchase order is created?
Yes, users with appropriate permissions can typically edit tax details on a purchase order even after it has been created.
Troubleshooting
Issue: Tax options are not visible during purchase order creation.
Solution: Ensure that both "Enable Tax at line level" and "User selected Tax" options are enabled in Company Settings under Purchase Order configurations. If enabled correctly and the issue persists, verify user permissions and refresh the browser or log out and log back into ProcureDesk.