[Wactclc-alma] Adding invoice lines for tax and shipping
Paula Laine
plaine at bellevuecollege.edu
Thu May 24 11:52:53 PDT 2018
Look and see if they show up on the Summary tab instead of the invoice lines tab.
My tax workflow is a little different, but for a manual invoice after I have the regular PO lines done, I add shipping as a separate line item, not linked to a PO number. I make sure to choose "shipping" as the line type. The tax I do on the summary page and it shows as an adjustment on the po lines page.
[cid:image002.png at 01D3F355.BD267420]
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Whittaker, Shellie
Sent: Thursday, May 24, 2018 11:42 AM
To: WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu) <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Adding invoice lines for tax and shipping
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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