AvaTax: Work Orders

You can enter the default Labor Product Codes by navigating to Configuration > Interfaces > AvaTax and click the Location tab. This product code is used for the labor charged or quoted on the work order. This product code is used if parts are quoted through the Quote/Estimate tab on the work order. On the same interface, you can enter the default Sublet, Service Call and Delivery Product Codes. These product codes are used for the corresponding charges if they are being quoted on the Quote/Estimate tab of the work order. Additionally, you can specify the defaults for whether or not warranty and internal is taxable. These default values can be overridden on a work order by work order basis as required. Configuration > Interfaces> AvaTax, Location tab screen On Customer tab of Work Orders, the AvaTax Entity Use Code field is available and defaults according to the customer. The Warranty Taxable, Internal Taxable, AvaTax Product Code for Parts and Labor default according to the values loaded in Configuration > Miscellaneous > Other > System Settings on the Location tab. These values can be overridden as necessary. For a Work Order reversal, the system communicates with AvaTax during the billing run and sends a special ‘refund’ transaction for the original invoice. The invoice cannot be reversed more than once. When looking at the Totals window for the work order, be aware that taxes are not shown for individual segments as noted on the bottom. To display the tax total for the work order, you must select ‘All Segments’ at the top of the window. Work Order QuotingWork Order Quoting uses the same configuration as Work Orders. In addition, when looking at the Totals window for the quote, be aware that taxes are not shown for individual segments as noted on the bottom. To display the tax total for the quote, you must select ‘All Segments’ at the top of the window.

Revision: 2024.08