Global Tax Code Change

If Tax Rates are changed - usually by government legislation - then this screen allows you to apply that change across selected segments of Ostendo.  You should first set up the Date-effective Tax Code change via the Tax Matrix screen.  This screen will take the system date and apply the Tax Code effective on this date

Entry and Display fields

Update all Open Sales Orders with Tax Codes from Tax Matrix: If this checkbox is 'checked' then all 'Open' Sales Orders will be updated to the Tax Code effective at the current System Date

Update all Open Purchase Orders with Tax Codes from Tax Matrix: If this checkbox is 'checked' then all 'Open' Purchase Orders will be updated to the Tax Code effective at the current System Date

Update all Open Job Orders with Tax Codes from Tax Matrix: If this checkbox is 'checked' then all 'Open' Job Orders will be updated to the Tax Code effective at the current System Date

Recalculate all Item & Descriptor Tax inclusive Prices from Tax Matrix: This will use the default Customer/Supplier Tax Groups identified in the Tax Group Screen combined with the Tax Group held against the Item/Descriptor record to determine the Tax Code effective at the System Date.

Update all Open Recurring Invoices from Tax Code: This will update current open recurring Invoices whose Tax Code is the 'From' Tax Code and replace it with the 'To' Tax Code

Buttons

Apply change to entire database:  If you click this button then all occurrences of the 'Old Taxcode' will be replaced with the ‘New Taxcode’

Close: Takes no action and exits the screen.