Sage 100

On site today... v5,1 standard. Customer uses VI to import sales data into So invoice data entry. Some items are taxed at 2.5% and some items are taxed at 9.25%. Any words of wisdom on how to assign the correct tax schedule during the import?

I don't have a VI job in version 2014 but here is one in version 4.40 that imports the Tax Schedule from the Customer file.

Doug, can you assign item codes in your upload? An item code can be assigned a tax class. The default tax classes are NT, TF and TX. You can create others. The newly created tax class is then defined a rate in the Tax Code Maintenance. The Tax Code is assigned to a Tax Schedule and the Tax Schedule to the Customer. Have you ever read ""If you give a mouse a cookie""?

@LarryBradford is right just create 2 tax classes one for each and then add them to the Tax Code Maint.

As long as there is a logic to assign an item code (or for that matter the tax class on the lines). The VI job does not have an If-Then logic but you can bring a field to the right screen twice and put two different conditions to provide the equivalent of an If-Then. The trick is to imagine forward a couple years to ensure your design does not require constant maintenance.

@LarryBradford not sure what you are saying. When he imports the sales it will look at the tax schedule that will have the tax code with both tax classes. The sales tax should calculate just fine. Just need to change the item tax class to the new tax class code in item maintenance.

There goes my theory of adding additional detail for clarity. :) The last post was to add detail to my prior post not to counter or change your post. You are spot on.

LOL just wanted to make sure I wasn't missing something .

Thanks to all. Great suggestions!

Is it solved? How did you end up resolving?

@LarryBradford Created tax class T2 and assigned it to tax code IL and to the respective item codes. Works like a charm. Gracias.