How is Resale Certificates tagged on Orders?

The Resale Certificates defined for order’s Billing Customer will be set to the order according to it’s applicability based on Ship to State and Order Prep date. See Figure 1.0

When an Order is created for Company, R2 gives priority to the free form certificate number entered in the Resale Certificate No field under Company edit > Accounts, rather than the state-specific certificate.
If the Resale Certificate No is blank, state-specific certificate is considered based on the below conditions:

• Certificate defined for the Billing Company

• Certificate defined for ‘Ship to State’

• Certificate with Expiry Date same / later to the Order Prep date.

  • If multiple certificates are there with Expiry Date later to Order Prep date, the one with Expiry Date closer to Order Prep date is chosen.

  • If Certificates with Expiry Date is blank, and also with specific Expiry Date is found then one with Expiry Date takes precedence.

Additionally, an Importable icon is provided for the ‘Resale Certificate No.’ field for you to choose the certificate from the list manually.

Impact on ‘Tax Applicable’ check box when Certificate is set on Order

• Once the certificate is set, the Tax Applicable check box in Subtotal tab will be set as True/False as per Apply Tax check box on the Resale Certificate definition.
  

  

• If no valid certificate found, Resale Certificate No. field will be blank, and Tax Applicable check box is set to True.

R2 resets Resale Certificate when

• Order ‘Ship to State’ is updated

• Prep Date is updated

• Billing Customer updated

• Event dates applied to Order