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

[Guidry, Wade]

Just FYI, the issue with the display of invoice lines when creating an invoice manually (an issue at Shoreline we discussed on Thursday) was related to the use of the "type" filter.

In a call with Shoreline today, Debbie and I determined that, when creating the invoice, but prior to saving, you can select from among the invoice line types to display (regular, tax, shipment, etc), but at that point there is no "all" option.

After saving the invoice, the "all" option becomes available.

Based on Shoreline's experience, this might represent a change in behavior following a recent Alma release. But I haven't yet been able to confirm.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Whittaker, Shellie
Sent: Thursday, May 24, 2018 12:19 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Adding invoice lines for tax and shipping

Thanks Paula.

Shellie Whittaker
WACTC Library Consortium
shelliew at bigbend.edu<mailto:shelliew at bigbend.edu> | (360) 452-5264

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Paula Laine
Sent: Thursday, May 24, 2018 11:58 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Adding invoice lines for tax and shipping

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<mailto: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<mailto: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:image001.png at 01D3F453.9D0A09A0]

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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