Maximo can be set up to either apply taxes to the total cost of a PO or PR or to not to. One could also use the "tax" to have any other fees automatically applied to the total cost as needed. For the tax to be applied to the total cost a few things have to be set up properly for this to work. We will need to make sure that we have the correct settings in the organization application, the vendor record is set up as needed and that either the PO or PR has a vendor record listed on it.
In the Organization application, select your organization and from the select action chose purchasing option and then tax options. The top portion of the screen is the tax type, out of the box tax 1 is already on screen in the PO and PR and Invoice application. In total there are 5 taxes that can be applied, they just need to be added to the screen. Here is where you can also use one of the tax options as you need to add any other cost that would be needed. Configure the tax option with the tax type, with the new tax type highlighted, press new row under the tax options section of the page. Add the tax code, rate and the effective date and save what has been done. The last step in the organization's application is to set how the tax type will be applied,expand the line under the tax type for the tax type you are working with. In the lower left hand side under the Amount to Vendor Price, there are 3 options to choose from. The first option, For No Items, it does just that, no tax will be applied to the cost of the PO. If the next option is chosen, For issues on receipt items only, only when the issue on receipt is checked on the PO or PR will the tax be applied to the total cost of the PO or PR.
The next step that is needed is for the company record to be set up correctly for the tax to be applied. For each vendor that will be used that we want the tax to be applied when used on the PR or PO make sure the following is in place. We will need to make sure that the Pay Tax To Vendor box is checked off, you can also add the tax code you would liked used to the vendor record. With the tax code on the vendor record, when that vendor is used the tax code will default into place on the PO or PR.
Everything is now in place for this to work as needed for the tax to be applied to the total cost. Create the new pr or po and add the vendor as needed. Move to the polines or prlines tab, add a new row, add the item and store room if needed. If this is a new item being ordered add the cost, if this is an item that has been already ordered for that store room the old cost will default into place. Now add the tax type as needed, if the 3rd option was chosen when setting up the tax type (for all items) you will see the tax get added to the total cost. Again, you can always set up the tax to calculate any other cost needed, just know that it will have to be set up as above for it to be applied to the record as needed.
Here is a link to a dcf I created that can be shared with your users, screen shots are included.