Taxes

Owned by Rick Eggleston (Unlicensed)
Last updated: Jul 22, 2021
2 min read

Overview

  1. Tax Jurisdictions are now assigned Credit and Debit Adjustment Codes and Reasons that will be used when the system automatically posts Tax Exemption Credits, or Tax Exemption Reversal Debits.

VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

This page may contain functionality not found in the current version of VetView.
Contents

Functionality

 Tax Setup...

Tax Setup:

  1.  Product Tax Category Setup...

    Product Tax Category Setup:

    This setup screen provides the ability to define Tags that can be used for Purchase Orders, Inventory Transfer Requests, or Vendors.

    1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    2. Navigate to the 'Inventory Setup' tab.
    3. Navigate to the 'Tag Setup' subtab.
    4. Select an existing, or create a new, Tag.
      1. The 'Add / Edit Tags' dialog will appear.
    5. Edit the Tag for Inventory Transfer Requests, Purchase Orders, and/or Vendors.
      • Tag Type will limit the access to either the Inventory Transfer Request, Purchase Order, or Vendor screen.
      • Hospital Unit will limit access to the Tag based on the Inventory Area that is associated with the Inventory Transfer Request or Purchase Order - this does not affect the Vendor Tags.
     Fields and Controls...

  2.  Tax Region Setup...

    Tax Region Setup:

    This setup screen provides the ability to define Tags that can be used for Purchase Orders, Inventory Transfer Requests, or Vendors.

    1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    2. Navigate to the 'Inventory Setup' tab.
    3. Navigate to the 'Tag Setup' subtab.
    4. Select an existing, or create a new, Tag.
      1. The 'Add / Edit Tags' dialog will appear.
    5. Edit the Tag for Inventory Transfer Requests, Purchase Orders, and/or Vendors.
      • Tag Type will limit the access to either the Inventory Transfer Request, Purchase Order, or Vendor screen.
      • Hospital Unit will limit access to the Tag based on the Inventory Area that is associated with the Inventory Transfer Request or Purchase Order - this does not affect the Vendor Tags.
     Fields and Controls...


  3.  Tax Jurisdiction Setup...

    Tax Jurisdiction Setup:

    This setup screen provides the ability to define Tags that can be used for Purchase Orders, Inventory Transfer Requests, or Vendors.

    1. Navigate to the 'Hospital Setup' screen via the 'Navigation Menu'.
    2. Navigate to the 'Inventory Setup' tab.
    3. Navigate to the 'Tag Setup' subtab.
    4. Select an existing, or create a new, Tag.
      1. The 'Add / Edit Tags' dialog will appear.
    5. Edit the Tag for Inventory Transfer Requests, Purchase Orders, and/or Vendors.
      • Tag Type will limit the access to either the Inventory Transfer Request, Purchase Order, or Vendor screen.
      • Hospital Unit will limit access to the Tag based on the Inventory Area that is associated with the Inventory Transfer Request or Purchase Order - this does not affect the Vendor Tags.
     Fields and Controls...


Definitions

  • Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Tax'.
  • Use the controls at the top of the table to change the sort, grouping, and row height.
  • To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

Open Issues

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