Method:Classic General Q&A

Re: How do I get sales tax added to Work Order?

Anonymous — Mon, 13 Sep 2010 17:26:14 GMT

Hey Gene,

As the WO screen does not calculate tax by default, you would need to add fields and actions to make sure this value was being calculated and displayed on screen.

If you need help with customization, take a look at our webinar section for support, or contact your Business Consultant.

http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

Re: How do I get sales tax added to Work Order?

Gene — Fri, 10 Sep 2010 17:03:39 GMT

Yes that is correct.

Our techs take this form to field and we want them to collect at time of service.

Re: How do I get sales tax added to Work Order?

Anonymous — Fri, 10 Sep 2010 14:45:16 GMT

Hey Gene,

I want to confirm the screen we are talking about. So from what I understand you open the Add / Edit Work Order screen and select "New Work Order..." button.

This loads the screen for adding a WO, you fill in some information and once you are done you click save.

At this point you can see the column total for "Amount", this is strictly just a total of all the values in the “Amount” column, it does not represent a total with sales tax.

If you are not talking about the Amount column total, please specify if you have made an customization to this screen. By default this screen has no Total/Total Tax/Balance fields like the Invoice and Estimate screens do.

How do I get sales tax added to Work Order?

Gene — Thu, 09 Sep 2010 22:35:18 GMT

I specify which sales tax to use and only the pre tax total shows on the work order.

The sales tax shows OK on Estimates and Invoices but not on the work order which is taken to the field.