Tax, Discount & Level

Data Source: SALDET

To open the Tax, Discount & Level screen, click a code in the LDTTTTN field or the Adjust LDTTN button on the Parts Invoicing Details tab.

The Tax, Discount & Level screen allows the user to view and modify the tax, discount, pricing level and non-stocking code details for the selected part(s). These values will default to the values entered on the Customer - Parts Invoicing Header screen.

The following fields appear on the Tax, Discount & Level screen:

Note:  The Part Number and Description fields will only appear if you access the Tax, Discount & Level screen by clicking a code in the LDTTTTN field.

Note:  When viewing the LDTTTTN field from the Miscellaneous Charges tab in Rental Counter, the fields are NOT editable.

Field	Description
Part Number	The part number whose tax and discount values are being viewed or adjusted.
Description	A physical description of the part.
Tax 1	The Tax 1 code that will be applied to the part(s). Note:  Valid Tax 1 codes are listed and configured on the Tax 1 screen.
Tax 2	The Tax 2 code that will be applied to the part(s). Note:  Valid Tax 2 codes are listed and configured on the Tax 2 screen.
AvaTax Product Code	Identifies the type of item being sold.
Tax 3 Code	Determines whether the Tax 3 value specified on the Customer - Parts Invoicing Header tab will be applied to the selected part(s).
Tax 4 Code	Determines whether the Tax 4 value specified on the Customer - Parts Invoicing Header tab will be applied to the selected part(s).
Discount	The discount value that will be applied to the selected part(s). By default, the Discount selected on the Customer - Parts Invoicing Header tab will appear in this field.
Pricing Level	Used to set up the desired pricing for the selected part. These levels refer to such things as wholesale price, fleet price, jobber price, etc. By default, the Pricing Level configured on the selected customer's Customer Profile will appear in this field.
Cost Code (Non-Stock Code)	Identifies the type of parts sale. See the table below for more information about the available non-stock codes.

Valid Cost Codes (Non-Stock Codes) are:

Cost Codes
Code	Description
Stocked Sale (Blank)	Regular stocked parts sale. This code does impact sales, demands, and bin trips.
Non-Stocked (N)	Non stocked parts sale. The special order frequency and quantity is updated on the Parts Profile screen. This code does impact, sales, demands, and bin trips.
Special Order (S)	Special order stocked parts sale. The part is normally stocked but had to be special ordered. The special order quantity and frequency is updated on the Parts Profile screen. This code does impact, sales, demands, and bin trips.
No Charge (X)	Part is sold at no charge. This code does impact, sales, demands, and bin trips.
Transfer (T)	The part is transferred to a branch location and the transaction is recorded at average cost. An inventory account is used instead of a sales account. The sales history for the part is not updated. This code does not impact, sales, demands, and bin trips.
One Time Sale (A)	One time sale that is not expected again. The on hand and all sales values are updated, except for the current month sales quantity. This code does not impact, sales, demands, and bin trips.
Branch Transfer Non-Stocked (M)	Branch transfer of a non stock part number. Created using sales order branch transfers. This code does impact, sales, demands, and bin trips.
Branch Transfer Stocked (O)	Branch transfer of a stocked part number. Created using sales orders branch transfers. This code does impact, sales, demands, and bin trips.

The following buttons allow you to complete your work on the Tax, Discount & Level screen:

Button	Function
Save	Saves changes made on the Tax, Discount & Level screen.
Save & Next	Saves your changes and refreshes the Tax, Discount & Level screen for the next part listed on the Parts Invoicing Details screen, or for the next part selected part in the LDTTTTN field.
Close	Closes the Tax, Discount & Level screen without saving and returns to the Parts Invoicing Details screen.