The Upsilon Tax Codes DataGrid allows you to browse, filter and sort the tax code records that you have created within the Upsilon tax codes option.
TIP: Clicking the pencil icon will launch the form in edit mode for the selected record.
Toolbar
Toolbar Item
Description
The Quick Search option can be used to quickly filter the grid.
NOTE: Fields searched by the Quick Search option are Tax Code, Description and Tax Rate.
Add new record.
The search button can be used if a more detailed search is required. Using this option the grid can be filtered by any value in any field.
The Export button is used to export the grid records to an external, downloadable data file. Supported file formats are MS Excel, CSV and XML. At time of export there are also options to specify which columns are included in the exported data along with other file type specific options.
The Settings button can be used to customise the column layout of the grid by adding or subtracting grid columns. The status of the grid can also be saved so that the required grid status can be loaded again at a later time.
Refresh the grid.
Calls context sensitive help system.
The Tax Codes form allows you to add, edit, save or delete records.
Toolbar
Toolbar Item
Description
Add new record.
NOTE: When in Add mode the form toolbar buttons will be replaced with Add and Cancel buttons. Add will add the new record and Cancel will return the form to Edit mode.
Save the current record.
Delete the current record.
NOTE: The system will not allow deletion of a Tax Code if it is in use within the quotation, sales orders, invoices, credit notes, pro-forma invoices, purchase orders, debit notes, customers, branches or products modules.
Call the context sensitive help system.
Return to the calling grid.
Mandatory Fields
Field Name
Notes
Tax Code
The Tax Code field Is editable only upon adding new records and must be unique within the Tax Codes option.