Tax Code Reference Logic On PO, Bill, Subcontract, and SCO Items

Below is the logic on how tax codes are specified for PO, Bill, Subcontract, and SCO Items.

Applicable Transaction Items

  • PO - Items
  • Bill - Items
  • Subcontract - Cost Plus with GMP - Original GMP Items
  • Subcontract - Fixed Lump Sum - Origianl Contract Items (aka Schedule of Values)
  • Subcontract - Unit Price - Original Unit Price Items
  • SCO - Proposed Items

Tax Code Reference Logic

Listing reflects priority. For example, if a tax code is not specified in the grid or form by the user then the system will check the vendor profile form. If nothing is referenced there then tax codes referenced on the Job Cost Code table will be reviewed.

  1. Tax Code referenced on data entry grid or form
  2. Default tax code referenced in Vendor Profile form (See Contact Management Module | Company Profile)
  3. Job Cost Code Table | Default AP Tax Code
  4. Job Cost Code Table | Default Tax Code