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Kathy Barthelt

Tip of the Week: What is Sales Tax Nexus?

Sales tax nexus is the connection between a seller and a state that requires the seller to collect and remit tax on sales made in that state. If you have nexus in California and Texas, for example, you must collect and remit sales tax in California and Texas.

Many states are expanding their nexus rules. Business activities like trade show attendance, drop shipping, employing remote workers, advertising, and housing inventory in other states can establish nexus. The rules vary by state and it can be challenging to keep up with all the places your business needs to register, collect, and remit sales tax.

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Kathy Barthelt

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Tips:  LX | BPCS | M3

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips: LN | Baan

The purpose of the option to "Generate" is to insert purchase order lines automatically into the purchase receipt. As part of the automatic process, all receipt lines are also automatically confirmed. The option should be used when large orders are received.   

If necessary, received quantities that are not correct can be adjusted through session Correct Purchase Receipt (tdpur4106s100).

Alternative: From the purchase order lines menu the option...

The world of sales tax is constantly changing and can be extremely confusing, but getting it right is crucial to your company’s success. As your business evolves, your sales tax obligations may also change. Through it all, there are typically five steps involved in maintaining sales tax compliance. Review the steps below to understand your complete sales tax picture.

Step 1: Know where your business must collect...

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