[OPEN-ILS-DEV] acquisitions + sales tax

[Bill Erickson]

This is all really good information.  Thanks, everyone!

-b

On Thu, Apr 30, 2009 at 11:09 AM, Carri L. Oviatt <cloviatt at orem.org> wrote:

> Bill,
>
> Generally we don't, as a public library, have to deal with sales tax.
>  There are situations which require it though.  Our main concern is that the
> tax be applied to the item level.  In our current system the total tax is
> added on the invoice and pro-rated by the system to each line item.  As far
> as foreign currency goes, we assume that the system will automatically
> calculate the amount according to the parameters that we set.
>
> Good luck
>
> Carri
>
> >>> Bill Erickson <erickson at esilibrary.com> 4/29/2009 9:32 AM >>>
> Taking a poll...
>
> How do people generally deal with sales tax in an acquisitions scenario?
> How would you like it to function?
>
> Is it generally configured ahead of time (say, tax rates on a per-vendor
> level) or entered manually at PO creation time?  At what granularity do
> different tax rates need to be configured?  At the Vendor level, PO level,
> line item level, etc.?
>
> Is there anything special to consider when applying sales tax for a items
> purchased from a vendor using a different currency?  Is the assumption that
> a tax rate is entered and the system will calculate the amount in the local
> currency (much like price)?
>
> TIA for the input.
>
> -b
>
> --
> Bill Erickson
> | VP, Software Development & Integration
> | Equinox Software, Inc. / The Evergreen Experts
> | phone: 877-OPEN-ILS (673-6457)
> | email: erickson at esilibrary.com
> | web: http://esilibrary.com
>
>


-- 
Bill Erickson
| VP, Software Development & Integration
| Equinox Software, Inc. / The Evergreen Experts
| phone: 877-OPEN-ILS (673-6457)
| email: erickson at esilibrary.com
| web: http://esilibrary.com
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