[Wactclc-alma] Adding invoice lines for tax and shipping

[Whittaker, Shellie]

Hello,

I have been working with the good folks at Shoreline to troubleshoot a problem involving the creation of invoice lines for tax and shipping.

I wonder if someone with direct experience in this area could share their thoughts.

Here's Shoreline's description of the issue:

Steps:

*         Acquisitions > Receiving and Invoicing > Create an Invoice > Manually > Next > Fill out screen

*         Save and Create Invoice Lines > Add Invoice Line > Search or add POL number (fill in rest of screen if needed, check price) >Add

*         Repeat for all POLs

*         Click on arrow for Type choose Tax > add information needed > Add > Repeat but choose shipping > Add and Close

The POL's show up but the tax or shipping are not.   I have to either click on Save or put Invoice in review, when I open the invoice again then the tax and shipping show up.

Thanks in advance.

Shellie

[Title: Big Bend Community College Logo]

Shellie Whittaker
WACTC Library Consortium Services Coordinator
Big Bend Community College
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu>

360.452.5264

www.bigbend.edu<http://www.bigbend.edu/>

Big Bend Community College * 7662 Chanute Street NE * Moses Lake, WA 98837-3299



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