SOI Tax Exempt

This process details how tax exempt orders are placed using a Sales Order Interface (SOI).

Process a Tax Exempt Order

Follow the steps below to complete a tax exempt using the SOI.

Step	Action
1	Click on the blue Customer Information title bar to locate the customer and apply him or her to the order.
2	Click on the blue Order Items title bar to select the items being ordered.
3	Click on the blue Payments title bar to review order for payment.
4	If the customer’s Tax Exempt Certificate is set to be automatically applied, the Sales Tax line of the Payments screen reflects that.
5	If the customer’s Tax Exempt Certificate is NOT set to be used automatically, you have to activate it from the Paymentsscreen.
6	Use the drop-down menu to change the Not Tax Exempt option to the certificate you wish to apply. The sub-total field automatically updates the Sales Tax to Exempt.
7	Continue to process order.

The following is a table that indicates new system-generated Error Messages relating to tax exempt ordering.

Message	Meaning
Incorrect tax exempt certificate code - please check your tax exemption certificate and re-enter the code.	Displayed when an order is placed, and the tax exempt checkbox is picked, but the certificate code is wrong.