PECOS Admin » 14 Category Codes » 14.3 Default VAT Treatment

14.3 Default VAT Treatment

Click on the VAT Treatment button to assign particular UK VAT types to categories and their subcategories. This allows a default VAT Type to be assigned to all line items assigned a particular commodity code. VAT Treatment assigned to category codes will supersede all other VAT defaults (Organisational or Business Rule Group).

To enable you to see VAT types on this screen they must first be set up in the Company > Organisation Maintenance > VAT Screen.

Fig 13.5 - Category maintenance (VAT treatment).png

  1. On the Category Maintenance page, click VAT Treatment.
  2. When Category Explorer fully opens click on the Category Code that you wish to assign a VAT Code to.
  3. A VAT code can be assigned to any level within a code hierarchy. If necessary click on the ‘+’ icon to drill into a Category Code to display subordinate levels.
  4. The VAT Treatment Assignment by Category screen will open.
  5. Select the required VAT treatment from the drop down list.
  • Click Insert.
  • You will now have the option to Update or Update and apply to subcategories.

Assign Treatment Setting to Subcategories

  1. A VAT Treatment does not need to set at all four levels of the product classification code hierarchy. If the same treatment is required for an entire segment, family or class it can be entered once at the appropriate level and copied down to its subcategories.

    To cascade the assignment to subordinate sub-categories, after saving a VAT Treatment, click the ‘Update and Apply to Subcategories’ button. The Copy VAT Treatment To Subcategories screen will open.

Fig 13.6 - Category maintenance copy VAT treatment.png


    1. There may be existing treatments set within the selected categories’ subordinate levels. It is therefore necessary to choose one of the following options as appropriate:
  • Do not overwrite existing subcategory VAT Treatment; or
  • Overwrite existing subcategory VAT Treatment.

Click Continue to copy the setting down to subcategories. A ‘Successfully Copied VAT Treatment to Children’ message will be displayed.

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