{"id":10867,"date":"2015-04-30T11:44:21","date_gmt":"2015-04-30T11:44:21","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=10867"},"modified":"2019-11-12T09:02:02","modified_gmt":"2019-11-12T09:02:02","slug":"defaulting-detail-tax-class-to-1-in-account-receivable-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/30\/defaulting-detail-tax-class-to-1-in-account-receivable-in-sage-300-erp\/","title":{"rendered":"Defaulting Detail Tax class to 1 in Account Receivable in Sage 300 ERP"},"content":{"rendered":"<p>In this blog post, we would discuss yet another feature of Sage 300 ERP which defaults the Tax class to 1 in Account Receivable module.<br \/>\nIn order to set this feature as active, you can access the screen; go to Account Receivable -&gt; A\/R Setup -&gt; Options.<\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-12.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10868\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-12.jpg\" alt=\"Blog Post 1\" width=\"659\" height=\"561\"><\/a><\/p>\n<p>This option allows user to use 1 as the default tax class for details on new summary invoices.<br \/>\nThere can be a scenario where by default all the customers should have detail tax class as 1 while creating any Transaction from AR side (that would be summary type).<br \/>\nHere when we take a look at the Customer master screen, we find that it has tax class as 2.<\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-22.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-10869\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-22.jpg\" alt=\"Blog Post 2\" width=\"735\" height=\"628\"><\/a><\/p>\n<p>But when we add the information for the same customer on A\/R Invoice Entry screen, we can see that the default tax class getting assigned is 1 as shown below:<\/p>\n<p style=\"text-align: center\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-32.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-10871\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2015\/04\/Blog-Post-32.jpg\" alt=\"Blog Post 3\" width=\"735\" height=\"637\"><\/a><\/p>\n<p>Now when we uncheck the option \u201cDefault Detail Tax Class to 1\u201d and create a new summary invoice, it sets the tax class as 2 which was setup of the A\/R Customer master screen. This option can be set at any time.<br \/>\n<span style=\"color: #993300\"><strong>Also Read:<\/strong><\/span><br \/>\n1. &nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/24\/add-comments-in-ar-aged-trial-balance-report\/\" target=\"_blank\" rel=\"noopener noreferrer\">Add Comments in AR Aged Trial Balance Report<\/a><br \/>\n2. &nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/24\/cleanup-accounts-using-apply-document-feature-in-sage-300-erp\/\" target=\"_blank\" rel=\"noopener noreferrer\">Cleanup Accounts Using Apply Document Feature in sage 300 ERP<\/a><br \/>\n3.&nbsp;&nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/21\/restricting-order-posting-possible\/\" target=\"_blank\" rel=\"noopener noreferrer\">Restricting Order Posting, Possible?<\/a><br \/>\n4. &nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/21\/document-attach-easy-document-referencing-with-sage-300-erp-add-on\/\" target=\"_blank\" rel=\"noopener noreferrer\">Document Attach: Easy document referencing with Sage 300 ERP Add-on<\/a><br \/>\n5.&nbsp;&nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/20\/control-your-ar-receipt-editing-after-being-printed-2\/\" target=\"_blank\" rel=\"noopener noreferrer\">Control your AR Receipt editing after being Printed<\/a><br \/>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog post, we would discuss yet another feature of Sage 300 ERP which defaults the Tax class to 1 in Account Receivable module. In order to set this feature as active, you can access the screen; go to Account Receivable -&gt; A\/R Setup -&gt; Options. This option allows user to use 1 as\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/30\/defaulting-detail-tax-class-to-1-in-account-receivable-in-sage-300-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[60,255,2357,2658,2802,2810],"class_list":["post-10867","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-account-receivable","tag-ar-option","tag-sage-300-erp","tag-setting-default-tax-class","tag-tax","tag-tax-class"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Defaulting Detail Tax class to 1 in Account Receivable in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/04\/30\/defaulting-detail-tax-class-to-1-in-account-receivable-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Defaulting Detail Tax class to 1 in Account Receivable in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In this blog post, we would discuss yet another feature of Sage 300 ERP which defaults the Tax class to 1 in Account Receivable module. 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