[OPEN-ILS-GENERAL] [OPEN-ILS-DEV] acquisitions + sales tax

[Bill Erickson]

Oops, forgot this went out to 2 lists ;)

On Fri, May 1, 2009 at 1:45 PM, Bill Erickson <erickson at esilibrary.com>wrote:

> 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
>



-- 
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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