Apply Tax to a Requisition

Taxes may only be added to requisitions in the New or Rejected state.

Note: Use tax is a different type of tax than that entered using the Apply Tax feature in Purchase Requisitions, and it is entered on the purchase order. Verify that the tax applied is the correct type of tax required for the requisition. The amounts can be adjusted in the Purchase Order window.

If additional line items are added after you have already added tax, the tax line item account code allocations will not be re-allocated to reflect any additional account codes or changes in quantities or price.

To add tax to the additional items, you can either manually edit the tax line item or delete the tax line item. Once the tax line item is deleted, you can then add tax to the entire purchase requisition.

Apply tax

  1. Select Purchase Requisition from the Purchasing menu or My Purchase Requisitions from the My AptaFund menu.

  2. Check the box to select a New or Rejected requisition, and click Edit, or click the Request No link. The Edit Purchase Requisition window opens.

  3. Click the Apply Tax button at the bottom of the window. The Apply Tax window opens displaying the default tax. The default is calculated by multiplying the tax rate for each line by the estimated cost for that line and then adding the taxes for all lines.

  4. Enter the Tax Amount if it should be different than the displayed amount, and click Save. You'll be notified that the tax was applied successfully, and the Tax line item will be listed in the Requested Items grid in the Edit Purchase Requisition window.

 

Return to Add Items to a Requisition

Return to Create a Purchase Requisition in My Purchase Requisitions

Return to Create a Purchase Requisition in Admin Purchase Requisitions

Return to My Purchase Requisitions Overview

Return to Admin Purchase Requisitions Overview

Return to Purchase Requisitions Overview