Quote from Kelloggs on 04/19/16 at 06:41:53:The Sales Order's currency and tax group comes from the Customer.
Check your Customers!
All of our customers have a Tax Group assigned. However, sometimes they need to be changed per SO.
A common occurrence is that we have a contractor living in City A, with jobsites in City B, City C, City D, etc. Most often we will have one order per location - not enough, IMO to justify setting up a Ship To Only "customer" at that address. So we manually enter the address and change the Tax Group on the SO.
Another situation is a customer in neighboring states. If we ship to them by contracted carrier, we do not (and cannot) charge them sales tax. However, if they come pick something up, we do need to charge them tax.
The last situation is where a Tax Exempt* customer buys something which is taxable (for instance, something for personal use), and we need to change the SO to Taxable.
All these situations are real life and potential for user error that Evo does not have controls in place for.
*There is a difference between Tax Exempt and Not Taxable. TE means that we would be required to charge tax, but the customer has a waiver for whatever reason (it's for resale, they are a charitable org, it's being used for an exemptable purpose, etc). NT means that we are not allowed to charge tax, i.e. we do not have authority, such as shipping to another state.