Supplier Sales / Use Tax Setup

Purpose:  Use this document as a reference to add/update the sales/use tax for an existing supplier.

Audience:  Purchasing Staff

You must have at least one of these local college managed security roles:

  • ZC Supplier Entry

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Supplier Sales / Use Tax Setup

Navigation: Suppliers > Supplier Information > Add/Update > Add/Update Supplier

  1. The Supplier Information search page displays. Select Find an Existing Value tab.
  2. Enter the Supplier ID number or other search criteria to locate the specific supplier.
  3. Select the Search button.
  4. The Supplier Information page displays. A warning message may or may not display, select OK.
  5. Select the Location tab.
Supplier Summary page
  1. From the Location tab page, select the Sales/Use Tax hyperlink.
  2. The Tax Options window displays. Enter or select the Sales/Use Tax Applicability. Select from these options:
    1. Non Taxable: There are no tax defaults for this supplier location.
    2. Sales Tax:  Sales tax is the default tax type for this supplier location for all vouchers entered.
    3. Use Tax:  Use tax is the default tax type for this supplier location for all vouchers entered.
  3. Enter or lookup the Ship To Location. If you want this field's value to be passed from a higher level in the control hierarchy, select the Default option. If you want the transaction to inherit these options from the supplier location, select Specify, and enter a ship to location.
  4. Enter or lookup the Sales Tax Tolerance. This fields enable you to designate tolerances for the difference between the sales tax that is entered on a voucher header and that which is calculated by the system. To define the tolerance at the supplier location level, enter values in this group box.
  5. Select the OK button to save any Tax Options updates/changes.
  6. Then select the Save button to save overall changes.
Tax options window with selections. Select ok to save changes. then select save to save page.
  1. Process complete.


Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.