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

[Paula Laine]

Also, the box that says "expended from fund" is not checked, but it should be checked if you want tax subtracted from your Alma budget. I will be checking that box at the beginning of our next fiscal year.

Paula

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Paula Laine
Sent: Thursday, May 24, 2018 11:53 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Adding invoice lines for tax and shipping

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 01D3F356.67D67000]

From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto: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<mailto:wactclc-alma at lists.ctc.edu>) <wactclc-alma at lists.ctc.edu<mailto: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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