Supplier Work Instruction
Update Cost Object/Tax Code on Invoice Entry
Purpose
Use this work instruction to change the cost object to the WBS element or cost center detailed on field ticket or as advised
by Chevron representative. This work instruction should also be used to update the tax code on non- taxable items such
as room charges.
Prerequisites

A service entry must be in composing status
Instruction
Once you have added all items from your catalog, proceed to the checkout screen
Follow Steps 1 -10: To update of cost object only
Steps 11 – 17: To update relevant line items tax code
1.
Amend quantities as required
2.
Ensure totals match invoice
3.
From the Summary Screen
Flag the top line item box this highlights all items in yellow
Click the edit icon
[Type text]
4.
Scroll down until you reach the Accounting Section
5.
5.
Click on either the Cost Centre field or WBS Element field
6.
Enter in the WBS (AFE) or cost center from the field ticket, then click ‘search for more’
Note
Cost Centers are only a maximum of eight characters, example RCXPLDIST
WBS Elements are usually13 characters long, example RFWSGE1105400, there might be dashes in the number on the
field ticket, do not enter the dashes as the system will not accept them.
7.
Once the result has been return, click select
Note you do not have to remove the original number. The system will also retain the history of up to ten selections, so
next time you need to change the cost object it might be visible to choose rather than search.
8.
Click Ok to complete
9.
Complete your entry as normal and submit for approval.
10. If you wish to amend a tax code follow from step 11 below
11. Flag the line item box that contains the non-taxable item
12. Click the edit icon
13. Scroll down to ‘ACCOUNTING – BY LINE ITEM’
14. Click into the Tax Code field and use the drop down list to change the code from R3 to
R0 GST/PST Exempt and is non-taxable item such as food products.
Note if you may have to ‘Search for more’ to locate the relevant tax code
15. Scroll to the bottom and click OK
16. Please ensure your GST or HST tax amounts ‘ Supplier Tax Amount on the header screen matches the GST/HST
tax amount on the invoice.
Note you may receive a warning message if the tax does calculate exactly to the relevant tax code, please just
proceed with the entry.
[Type text]
Note you will also receive a hard error if the tax amount exceeds 15.5% of the total value of the invoice as this covers
the highest tax bracket in Canada
17.
Complete your entry as normal and submit for approval.
** End of Instruction**