In Personify360, products can be defined as taxable. For non-point of sale (POS) sales, sales tax is calculated based on the ship-to location on the order line. For point of sale (POS) orders, though, if the product is defined as taxable, sales tax is supposed to be assessed on all orders, based on the location of the POS sale.
This is accomplished in Personify360 by opening a point-of-sale batch. A point of sales (POS) batch is used when organizations conduct point of sale activities. POS orders typically require that sales tax be charged at the time of the sale. For example, an organization may hold an annual conference where they set up “stores” to purchase products, such as books and CDs. When a batch is defined as a POS batch, a country, state and warehouse must also be defined for the batch. State tax is then calculated on each order line based on the sales tax definition for the location defined in the POS batch. See the Types of Warehouses for more information about POS warehouses.
If the Default Inventory Status is set to "Proforma" on the Line Status Defaults for New Orders screen in Organization Unit Maintenance, when you add an inventoried product to an order using a POS batch, the inventoried INV product is added to the order with a Line Status of "Active" and a Fulfill Status of "Not Fulfilled" and the INVOICE_NO and INVOICE_DATE are set consistently in the ORDER_DETAIL and FAR_TXN tables. If the Line Status is then manually changed to "Active", the system changes the Fulfill Status to "Pre-Shipped" and the INVOICE_NO and INVOICE_DATE are set consistently in the ORDER_DETAIL and FAR_TXN tables.
If the Default Inventory Status is set to "Active" on the Line Status Defaults for New Orders screen in Organization Unit Maintenance, when you add an inventoried product to an order using a POS batch, the inventoried INV product is added to the order with a Line Status of "Active" and a Fulfill Status of "Pre-Shipped". If the Line Status is then manually changed to "Proforma", the system changes the Fulfill Status to "Not Fulfilled" and the INVOICE_NO and INVOICE_DATE are NOT SET in either the ORDER_DETAIL or FAR_TXN tables.
See Also:
· Creating an Order for an INV Product Using a POS Warehouse
Also in this section:
· Overview: Working with Batches