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Introduction

This document provides instructions setting up tax per line item.

Procedure

Set up the Tax

Code

From the Optifacts Main Menu:

Type Select Option 1 – Accounts Receivable and press enterEnter.

Type Select Option 3 – Other Routines and press enterEnter.

Type Select Option 6 – Add/Edit Tax Tables and press enterEnter.

• Type in Enter the tax table code you wish to change and press enter.

We recommend the use of Miscellaneous A or B codes to apply tax percentage for services such as edging.

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Apply the Tax Code to an

Account

From the Optifacts Main Menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 1 – Customer Database and press enterEnter.

Type Select Option 4 – Add/Edit Account and press enterEnter.

• Add the applicable tax code.

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Commercial Pricing Program

On the second screen of the Pricing program, apply the

Tax Material Code of A, B, or C to the

Tax Material code field for any rows in the table that need that special tax. You can leave the

Tax Material Code field empty for other price rows that apply to the lens, and the material of the order

guides you to the material used in the tax calculation (example, an ORMA 1.5 index would use the Plastic category). Or, if you prefer, you can put a

Tax Material Code like P in for lenses and coatings too.

From the Optifacts Main Menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 15 – Commercial Price Editor and press enterEnter.

Type Select Option 4 – Commercial Codes Editor and press enterEnter.

• Enter the applicable tax code.

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Custom Configurations

Two custom configuration settings are required.

From the Optifacts Main Menu:Type

Select Option 3 – Editor Utilities and press

Enter.

Select Option 6 – Configuration Editor and press

Enter.

Select Option 6 – Edit Custom Configurations and press

Enter.

• Add the following entries:

The following entry indicates that the program should use the

Line Item Detail Tax process. Most

labs in North America won’t need this, so the calculation may be kept disabled.

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The following

entry allows expanded output into the

XML files

used to print Fakturas (Statements). This

option allows more data that are required to show the itemized tax on the Invoices for applicable countries.

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To view and download these instructions as a PDF file, click on the following document image.

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