Enter/Modify Posting Proposal Tax Information

Explanation

This activity is used to modify tax codes and tax amounts of the invoices that have already been registered and preliminarily posted. 

Prerequisites

• IFS/Supplier Invoice Work Flow must have been installed.
• An invoice should exist with a posting proposal. (The tax code and tax amount can be modified on the posting proposal until the posting lines are authorized.)
• The tax codes used in the invoice lines should have the tax receiving method set to Final Posting, in the Tax Codes window. 
• The invoice should have the PrelPosted, PrelPostedAuth, PaidPrelPosted, or PartlyPaidPrelPosted status.

System Effects

• The tax amount of the invoice will be modified according to the change you made. 
• The total gross amount on the invoice will remain unchanged. 

Window

Posting Proposals
Manual Supplier Invoice

Related Window Descriptions

Posting Proposals
Manual Supplier Invoice
Posting Proposal

Procedure

1. Open the Posting Proposals window.
2. Populate and query for the posting proposal for which you would like to modify tax information.
3. Select the record, right click and then click Posting Proposal. The Posting Proposal window opens.
4. In the Invoice Line Information section, modify the tax information as appropriate by changing values in the Tax Code field or Tax Amount field. You can also add or remove invoice lines.
5. Save the changes.