AR Plant Maintenance

Billing & Accounts Receivable

File Maintenance

About

Plant Maintenance is used to maintain the Plant Table in Keystone

Using the Program

Key Fields

• Screen ID: Short Name used in many dropdown lookup in the system
• Location ID: Configured by GivenHansco.
• Ticket Source: Allows multiple plants to share one set of ticket numbers. If a plant number is entered here, then ticket numbers will be deterimined based on that plants "Last Ticket Number"

Default Tab

• Tax Authority Method:
  • Force: Is intended only for plants where you are legally required to tax everything based on the origin point of the sale. This by design WILL override all other methods (Job Tax Authority, Zone, Customer , Zone etc.)
  • Customer: The tax authority comes from an Order, Job or Zone if setup, otherwise from the customer default. This is the traditional way of handling Tax Authorities in Keystone prior to version 2.3.
  • Default: This option, similar to "Customer", gets it's default value from the Order, Job or Zone if setup, otherwise it will default to the plants default tax authority. The default should be either the plant's most common Tax Authority, or blank.
    Sequence for Determining Tax Authority:
    • Use Tax Authority from a Job if it exists
    • Use Tax Authority from Order (If in Ticket Printing using an existing Order)
    • Use Tax Authority from a zone if it exists
    • Default to the Plant's Tax Authority (even if blank).

See: How Keystone Determines Tax Authority Defaults for Tickets