RTA Feedback

Keep historical tax rates by creating a part type called "Tax"

Right now tax rates on the WOs are live data, meaning that if they change and you reprint a work order the tax rate will change. This means that if the same WO is printed on two different dates with different tax rates, the WO will have a different total.

We should create a part type for tax to either:

  1. Take the tax at the time of the WO transaction and pull that tax into it’s own category on the WOTRANS table
  2. Allow for another posting type called Tax that can be entered like MISC that will go into the correct tax field on the WO printout.

Great idea. Sometimes cities or counties in which a vendor is located change tax rates. Or if a vendor relocates, tax rate might change. We update the tax rate in the vendor file but don’t want to affect history prior to the change. Another option might be some sort of manual override for tax rate on PO and WO that allows adjustment as-needed. Such an override should probably have a passcode to prevent accidental changes. Total amount of tax paid is of interest as a reportable statistic. Reporting on tax paid versus tax charged out is useful diagnostic.