Sales Tax Update

Use the Sales Tax Update screen to configure or edit a sales tax update for a specific vendor, branch and part class.

To open the Sales Tax Update screen, click a Vendor name or the Need to add a Tax Update? Click here to add link on the Sales Tax Update screen.

Note:  After configuring/editing the desired sales tax update on this screen, the update will occur when the update program is run from the green screen application (HGUPD01). The update program can be run manually, or scheduled to run automatically.

The search fields on the Sales Tax Update screen are:

Field Description
Select Vendor Select the part vendor you want to configure the sales tax update for.
-OR-
Select the All Vendors field if you want the update to apply to parts from any vendor.
Select Class Select the part tax you want to configure the sales tax update for.
-OR-
Select the All Classes field if you want the update to apply to parts of any class.
Select Location Select the branch location you want to configure the sales tax update for.
-OR-
Select the All Locations field if you want the update to apply to parts at any branch.
Tax 1/ Tax 2/ Tax 3/ Tax 4

Select the Tax 1/2/3/4 codes that will be applied to the parts for the selected Vendor/ Location/ Class combination when the update program (HGUPD01) is run from the green screen application.

Note:  Valid tax codes are configured on the Tax1, Tax2, Tax3, and Tax4 screens.

The buttons completes work on the Sales Tax Update screen are:

Field Description
Save Saves the selected sales tax update criteria. Note that simply saving the criteria will not actually implement the update; this only occurs when the update program (HGUPD01) is run manually or automatically from the green screen application.
Save & New Saves the selected sales tax update criteria and re-opens the Sales Tax Update screen, allowing you to configure a new set of criteria.
Close Closes the Sales Tax Updates screen without saving any criteria.

Data Source: PFWTAB

Security: 999 Configuration

Revision: 2025.10