Contents
Roles Required
Creating the Record
By default, no ‘Tax Rates’ records are imported during the solution deployment process. To create a ‘Tax Rate’ that is available for selection complete the following steps:
Roles Required
To complete these steps, the user performing these actions must have:
- System administrator security role
or - MISSION: Charge Administrator
To create a new ‘Tax Rate’, navigate to “Settings” and then select “Tax Rates”
Enter the ‘Title’ (this is what will be displayed to the end user) and the ‘Rate’
Select ‘Save & Close’ to complete the process
The ‘Tax Rate’ now becomes available on the Quote, Order and Invoice ribbon buttons once the ‘Apply Tax Rate’ is selected

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