Tax code reference logic for PO, bill, subcontract, and SCO items
Applicable transaction items
- Purchase order (PO) items
- Bill items
- Subcontracts:
- Original GMP items for Cost Plus with GMP subcontracts
- Original contract items (schedule of values) for Fixed Lump Sum subcontracts
- Original Unit Price items for Unit Price subcontracts
- Subcontract change order (SCO) 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 vendor profile in Contact Management
-
Default AP 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.