From the drop-down list, select the source of the taxable status that defaults for the subcontractor invoice. The setting for this field defaults from the Configure Purchase Order Voucher Settings screen. You can override the entry in this field and for each invoice line. The possible options are:

• From PO: This indicates that the taxable status will come from the Tax field on the Manage Purchase Orders screen for the subcontractor line being invoiced.
• Item Type: This indicates that the taxable status will come from the Taxable group box on the Configure Product Definition Settings screen. The type of item invoiced, determined by the Line Type, determines the invoice line's taxable status.
• Non-Taxable: This indicates that the taxable status will be N (No) for non-taxable.
• Taxable: This indicates that the taxable status will be Y (Yes) for taxable.
• From Work Assignment: This indicates that the taxable status will come from Work Assignments

Enter, or click to select, the taxing date. Costpoint uses this date as the reference date for VAT transactions. This field is applicable only to certain tax situations.

Enter, or click to select, the tax ID for the vendor's VAT.

Use this drop-down list to select whether the tax is Sales or Use tax. These items are system-defined.

Enter, or click to select, a valid sales or use tax code.

Enter the retainage rate to be used for this invoice, if one applies. This is the percentage of the invoice that will be retained.

To fully pay the invoice, enter a rate of 0.

Costpoint automatically calculates the retainage amount. This field cannot be edited. The calculation is Invoice Amount multiplied by Retainage Rate.

This field displays the user ID of the person who created this invoice.

This field displays the date on which this invoice was created.