The current setup for Financial Controls looks up the full HQ Tax table in Vista. It would be helpful to have a Lookup where we could limit the tax codes appearing on the PO drop down as not all of them should be available to the project teams to use. It would also limit confusion by providing less options.
Ideally the tax should also default in FC to the tax code noted on the JC Job Master.
Guest
| Company | Bird Construction |
| Job Title / Role | Business Analyst |
| I need it... | 1 month |
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Hello, this would be helpful for us as well. Even if the tax code defaults to the job, if we have the field enabled in the Portal then we run the risk of people selecting AR tax codes when those shouldn't be available.
Hi Laura,
Tax codes should default to the Job Tax code in Pending PO, create Purchase Order, and PO Requisition. By defaulting the tax code, do you still need the ability to limit the tax code list?
Thanks!