This frame is used to create and maintain a list of user-defined Tax Types to be assigned to Tax Schemes to help track and apply the various type of taxes involved with fleet maintenance for your organization.
Create
To create a new Tax Type, click in the Description field and type in a new Tax Type. This field has a limit of 40 characters.
The Tax Class field is an optional free-form field that is used with the Service Invoice and Reconciliation frame functionality. This field has a limit of 20 characters.
Once you have entered a Description and Tax Class, if applicable, click the Save button at the top of the frame. The Tax Type will now be available for use on the Tax Scheme frame.
Modify
To modify an existing Tax Type, click in the field you want to chance and type the new information over the old information. Once the changes have been made, click Save to update the record.
Disable
To disable a Tax Type, check the Disabled box in the row of the type you want to disable. Click the Save button. The Tax Type will no longer be available for use.
Delete
You can delete a Tax Type provided it is not in use on any other tables in the system. If the Tax Type is in use, you will not be able to delete the record.
To delete a type that is not in use, click in the row of the Tax Type you want to delete to make it active. Click the Delete button (Red X).
The selected row will turn red. Click the Save button to remove the record from the system.
Last Update: 06/06/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.