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Introduction

This document provides instructions

for entering Tax Percentages by Material as well as the set-up

to set up the custom configuration for processing Credits using the old tax rates.

Procedure

Tax Percentages by Material

From the Optifacts Main Menu:

Type 1 – Accounts Receivable and press enter.

Type 3 – Other Routines and press enter.

Type 6 – Add/Edit Tax Tables and press enter.

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

The entries will display along with the Beginning and Ending dates.

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If a new entry is to be made, first the existing entry with the latest ending date must be edited. The existing date must be edited first because when a new one is added, the beginning date of the new one is 1 day after the ending date of the old one.

• Type E to edit and make the change to the Ending Date.
• Press Enter through all of the fields to save the data.

To add a new entry:

• Type ‘A’ to add an entry and press enter.

• The Beginning Date will default to 1 day after the Ending Date of the previous entry.
• The new Ending Date can be a date far out into the future and can be edited if there is a new tax rate change.

Custom Configuration for Credit at Old Tax Rate

From the Optifacts Main Menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.

Type Select Option 6 – Edit Custom Configuration and press enterEnter.

• Type A to Press “A” - Add a new entry (.
• Enter the custom configuration exactly precisely, as shown in the following diagram.)
• Press Escape to save the data.

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Job Data Definition

From the Optifacts Main Menu:

Type Select Option 3 – Editor Utilities and press enterEnter.

Type Select Option 6 – Configuration Editor and press enterEnter.

Type Select Option 7 – Edit Job Data Definitions and press enterEnter.

• Type A to Press “A” - Add a new entry (.
• Enter the Job Data Definition exactly precisely, as shown in the following diagram.)
• Press Escape to save the data.

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

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