This guide is intended for Duggal Visual Solutions general users specifically. Information herein may contain customizations and particulars specific to the Duggal aACE system. Click this link for the General aACE Software aACE 5 Knowledge Base.
Basic Information about The Order's Ship To Address
The ShipTo Address can be displayed by clicking the Envelope icon.
By default, the address is populated by the Company’s Billing Address. By unchecking the Use Bill To checkbox, the fields become completely editable. Any address can then be entered and saved.
Alternatively, if the Company has a list of regularly used addresses, they can be placed into a drop-down list. Selecting an address title will populate the address fields. This list of addresses can be set up in the Company record’s Locations tab.
The ShipTo Address Effect on Tax Calculations
If no shipments are created for an Order, and the Delivery Type is set to Ship Together (default), Ship Separately, or Not Applicable; then the address populating the ShipTo address fields will determine the tax rate applied to the Order, by default. (Meaning, if a NYC address populates the ShipTo, NYC tax will be applied.)
The tax applied to individual line items can be viewed by clicking the AvaTax icon, next to the Grand Total (while in Edit mode).
The Adjustment field under the Subtotal is taxed using the rate derived from the ShipTo address.
If the Shipment field, under the Subtotal, is overwritten, rather than summed from related shipments, it is taxed using the rate derived from the ShipTo address.
If the Delivery Type is changed to Pick Up, the address of the order-writer’s office is used to determine the appropriate tax-rate.
NOTE: If the tax profile is changed at the Line Item, or for the order, as a whole, to a Profile that specifies a PARTICULAR rate, the tax profile’s rate will overwrite any address-related tax calculations. [See Explanation of Tax Profiles in this Sales Tax Set Up article.]
