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Posted by Benton CO on December 29, 2007, 12:34 pm
Please log in for more thread options Hello,
Thank you so much for any ideas. I have continued to study on this and have
got a little closer in accomplishing my goal, but not completely. Someone in
another post suggested using "CTRL F7" and having a ship to address set up
called "Walk In" for the customers who do walk in sales and on-site. So, I
would just select the "Ship to" when they purchase in the store.
This works, BUT, when I select their alternative ship to address for that
transaction by using "CTRL 7", it defaults to NO TAX. There is not a check
mark in any of the boxes by the items they bought. Now, if I click in the
boxes, it will create the correct tax (based on the walk-in customer), but I
would like to find a way to not have to click each box. I would love to talk
to someone more about this in person. Please e-mail me at
bentoncopcs@hotmail.com Thank you.
The other post was dated 10/10 and called "How to toggle sales tax for all
items in a transaction in RMS"
"Kinnard" wrote:
> Tom, I dealt with this, but it has been over a year, so I do not recall all
> of the issues that we encountered, but we could not make it work. I recall
> one of the issues as follows: ABC Company located in Greene County with a
> local sales tax of 9.5% (includes city, county and state sales tax). We
> assign sales tax based upon this customer status and we go to the customer's
> office to perform work, we bill him at his local tax of 9.5%. However he
> sends one of his employees to Little Rock to pick up some merchandise and
> charge to his account, our local sales tax in Little Rock is 7.5% (city,
> county and state sales tax). He should be charged 7.5% sales tax on this
> transaction, not his local tax of 9.5%. If he is paying for merchandise with
> a tender other than charge, we can treat him as a cash customer, but if he
> wants to charge to his account, it is a problem (we sould also lose customer
> purchase history). It is possible there are work-arounds for these type of
> situations, but none that seemed workable, at the time.
>
> Regards, Kinnard
>
> Kinnard L. Kohler
> P. O. Box 3332
> Little Rock, AR 72203-3332
> (T) 501-374-3636
> (F) 501-375-0043
> (C) 501-412-5686
> (E-Mail) kinnardkohler@sbcglobal.net
>
> "TomT" wrote:
>
> > In RMS version 2 you can charge sales tax based on Shipto Zip, State, City
> > etc.
> >
> > If you set up the workorders as shipto orders with the customers having the
> > appropriate shipto addresses, you can then get RMS to charge to correct
> > sales tax. I believe that this ability is at least in the 1.3 version. I
> > don't remember if it was in 1.2
> >
> > In Manager, go into File: Configuration: Sales Tax tab:
> > set: Assign tax Schedules on a per customer basis
> > select the desired field for: Customer field for Tax matching:
> >
> > Then set up all the Customer Taxes tables you need. The code for each entry
> > is either Zipcode, State, or City as needed.
> >
> > TomT
> >
> >
> > >I am also located in Arkansas (Little Rock) and am a certified RMS partner.
> > > This is not a new law in Arkansas, it has been effect for some time, I do
> > > not
> > > know why it was included in the recent DF&A mail out to retailers. No,
> > > RMS,
> > > any version, does not have the capability to compute different taxes for
> > > customers in different cities and counties. I ran into this with one of
> > > my
> > > customers a couple of years ago, they do landscape work all over the state
> > > and must charge the sales tax for the respective localities (cities and
> > > counties). I ended up installing another POS system for them that would
> > > allow the editing of the transaction sales tax. At the time, there were
> > > no
> > > add-ins available for RMS that would allow a resolution for this issue.
> > > With
> > > my customer, I had already purchased ver. 1.3R from Microsoft for
> > > installation and subsequently learned of the issue, Microsoft refunded my
> > > money. This, in itself, would affirm that there was no solution at the
> > > time.
> > >
> > > Regards,
> > >
> > > Kinnard
> > >
> > > Kinnard L. Kohler
> > > kinnardkohler@sbcglobal.net
> > >
> > > "Benton CO" wrote:
> > >
> > >> I am using RMS 1.2.0151. I am located in Arkansas. Beginning 2008 we
> > >> have
> > >> to charge different sales tax for each city and county we do work in.
> > >> This
> > >> will mean my walk-in sales will get charged our store sales tax rate, but
> > >> when our technicians do on-site work and we ring it up at the store in
> > >> the
> > >> POS, then "that" customer will need to be at another rate. So in short,
> > >> I
> > >> need to be able to apply a different sales tax rate to each customer.
> > >> Does a
> > >> newer version do this? I don't want to upgrade, do not have the funds
> > >> and it
> > >> is tied into other software. Can I do anything with this version to put
> > >> in
> > >> different sales tax for different customers? Per Item won't work, needs
> > >> to
> > >> be based on customer. Please - any ideas soon would be appreciated.
> >
> >
> >
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