Tax Exempt Certificates

Name: Hillrom Corporate Headquarters
Address: 130 E. Randolph St., Suite 1000, Chicago, IL, 60601, USA

2017-05-02

Customer Requests Tax Exempt Status: Note: Only Systeam may change customer tax status

Ask customer to email you the State issued Tax Exempt Certificate (as opposed to having the customer email it directly to systeam - when systeam receives these requests out of context, it can be challenging to locate any affected SAP transactions)
Forward the tax exempt certificate, along with SAP customer account and any SAP transaction information that may need adjustment to systeam
Systeam will update customer account and reply

If the customer is placing an order and needs to send their tax exempt certificate to avoid being charged tax on the order, enter the order:

Put a “Bottleneck” block on the order, ask the customer to send the tax exempt certificate and the PO to YOUR email address (not a group email box).
When you receive the certificate and PO, review the PO to confirm all information matches SAP, attach the PO to the order, and then send the tax exempt certificate to the Systems Team along with the SAP order number. They will update the customer master, the order and remove the Bottleneck block.