Tax code reference logic for prime contract, CPR, and CO items
Applicable transaction items
- Prime contracts:
- Original GMP items for Cost Plus with GMP prime contracts
- Original contract items (schedule of values) for Fixed Lump Sum prime contracts
- Original Unit Price items for Unit Price prime contracts
- Change proposal requests (CPR) proposed items
- Change order (CO) proposed items
The following list reflects the order of precedence used to determine tax codes:
-
Tax code specified on the data entry table or form
-
Default tax code in the client profile in Contact Management
-
Default AR Tax Code in the Job Cost Code list
-
Default Tax Code in the Job Cost Code list
If a tax code is not specified at a higher level, the system evaluates the next source in the list.