How to use the Sales Tax Calculation Utility in Accounts Receivable
Summary
How to use the Sales Tax Calculation Utility in Accounts Receivable in Sage 100
Resolution
This utility is often used to recalculate open orders or invoices after sales tax schedules or codes have been changed.
Important Note: Unauthorized Credit Card orders will be authorized during this process. You can select the box to Default Transactions to Process in Batch in Library Master, Main, and Company Maintenance on the Credit Card tab to avoid unexpected authorizations.
However, it may also be used when the Lines and Totals tab totals do not match.
- Open Accounts Receivable, Utilities, Accounts Receivable Utilities.
- Select the Sales Tax Calculation option
- On the Sales Tax Calculation Utility window, select the following items to be calculated:
- Repetitive Invoices
- A/R Invoices
- Sales Orders
- S/O Invoices
- Select either Recalculate Sales Tax for all Records or Recalculate Sales Tax for Flagged Records Only
- Note: If you are not sure, select Recalculate sales tax for all records so all records for the selected items are affected.
- Click the Proceed button.
Sage 100 writes to the following files when running the Sales Tax Calculation Utility:
- AR_InvoiceHeader.M4T
- AR_RepetitiveInvoiceHeader.M4T
- SO_InvoiceHeader.M4T
- SO_SalesOrderHeader.M4T
- SO_SalesOrderHistoryHeader.M4T