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Excel Template

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by colin154

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I am utilizing a pre-made template. When I unlock it and pproceed to customize it by addig the tax, and proceed to lock/save. When I reopen it it does not apply the tax to the calculation.

5 replies

by j.wallace

Try saving it as a new name both before and after you unlock the template and see if your update stays.

- Rick -

by dklippert

Be sure the option is set to "Lock and Save", not "Lock but don't save". Close the Template and then reopen it.
There is also a check mark to verify that customers are in the same state.
The formula used checks to see if the local purchase box is checked, then verifies that the customer lives in the same state. Otherwise it does not display.
The entry for the customer address State (data8) must equal the company Address (vital5)

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