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The wrong sales tax code is assigned to a job

The sales tax code assigned to a job is incorrect on reports and customer transactions.

How to fix it

When a new job is created, the sales tax code assigned to the job automatically matches the sales tax code assigned to the parent customer. After this, the sales tax code assigned to the job cannot be changed without creating a new job. To resolve this issue, you need to create a new job, and merge the original job with the new one.

  1. Make sure the correct NEW sales tax code is assigned to the parent customer.
  2. Edit the name of the existing job which has the incorrect sales tax code.
    1. From the Customers menu, click Customer Center.
    2. On the left pane, click the Customers & Jobs tab.
    3. Double click the job with the incorrect sales tax code.
    4. In the Edit Job window, add the letter X before the job name.
    5. Click OK.
  3. Create a new job.
    1. On the Customers & Jobs tab, right-click the customer for whom you want to add a job and choose Add Job.
    2. In the New Job window, enter the name of the original job before you added the X.
      NOTE: The name entered in this step must be identical to the original job name for this process to work as expected.
    3. Click OK.
  4. Merge the original job with the newly created job:
    1. Double-click the job with the X before the name.
    2. In the Edit window, remove the X you added in the earlier steps so it will match the new job you just created.
    3. Click OK.
    4. Click Yes to confirm that you want to merge the two names under the same name.
KB ID# SLN70380
12/10/2016 10:04:19 PM
PPRDQSSWS404 9138 Pro 2017 e15c9f