Matl Tax Override drop-down on the SM Work Order Quotes form, Info tab of quote scope section.

Select the tax type override option for this quote scope. This field defaults the Matl Tax Override specified in SM Call Types for the call type assigned to this quote scope.

The option selected here is used to determine the Tax Type default when entering material-related work completed for a work order (i.e. inventory lines, purchase lines for a material, and miscellaneous lines referencing an SM cost type with a Material cost type category). It is also used to determine the Tax Type default when entering material requirements and miscellaneous requirements referencing an SM cost type with a Material cost type category for agreement services, quote scopes, and work order scopes.

• Blank – Select this option to use the standard tax type defaulting behavior. For taxable, billable material-related requirements or work completed, the tax type will default as Sales. For taxable, non-billable material-related requirements or work completed, the tax type will default as Use. Defaults may be overridden.

• N - No Tax – Select this option to default the tax type as "blank" for material-related requirements or work completed.

• S - Sales Tax Only – Select this option to default the tax type as Sales for material-related requirements or work completed. You may override the tax type, but only Sales and None options are allowed.

  For Australian and Canadian companies, select this option to default the Tax Type as VAT. You may override the tax type, but only Sales and None options are allowed.

• U - Use Tax Only (US companies only) – Select to default the tax type as Use for material-related requirements or work completed. You may override the tax type, but only Use and None options are allowed.