Item Maintenance – Tax Settings
Applies to:  KeepStock  Inventory Scan

To Update an Item Tax Association by Program:

  1. Begin transaction using the menu path: Company Admin > Master Data > Item Tax Association.

  2. Use the drop down menu to select the Program name.

    Note: Program name is required as part of the search criteria. If a search is performed without selecting a Program name, you run the risk of updating tax status for items across multiple programs.

  3. Enter other criteria to narrow the search. The following fields are available for searching:

    Field Name/Attribute Description
    Category Use drop down to select a commodity grouping.
    Part # Free form, enter Part #
    Item Group Use drop down to select group (tax status).
    Planning Group Not currently used, for future development
    Serial Number Not currently used, for future development
    Manufacturer Use drop down to select a Manufacturer
    Description Free form, enter a character string, system will locate all descriptions containing that character string
    Fixed Location Free form, enter a character string, system will locate all locations containing that character string
    Mfg. Part Number Free form, enter a character string, system will locate all part numbers containing that character string
    Sales Status Free form, enter a character string, system will locate all status containing that character string

  4. Click on the button to return the search results.

  5. Choose the items that you want to update:

    • To select all items, change the Display to All Rows, press the button to refresh your results, then Click the Select all check box:



    • To select individual items, select the check box next to the items:



  6. To update the Item Group (Tax status) of the selected items, click the drop down next to the Item Group for Update Items field to select the Group, then click the button:

      

  7. The screen will be refreshed to display the changes. Verify the changes.

    Note: You can also use the icon to export any search results to an Excel spreadsheet. The item group search will return the following fields:
    • Row number
    • Description
    • Part #
    • Program name
    • Item Group
    • Category
    • Manufacturer
    • Planning Group
    • Fixed Location

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