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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Can i modify the 'Acco...
Microsoft Dynamics RMS (Archived)

Can i modify the 'Account Statement' to show Sales Tax details for the transactions?

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Posted on by Wigley DIY 175

We have some business account customers that may come into our store everyday and make small transactions. Obviously we give them a recipt with the VAT/Sales tax information on but sometimes these are misplaced before they are given to their account departments.

I would like the Account Statement to show sales tax details for the transactions and  individual item prices if it is possible.

I have found the template file but not sure how to, or if it is possible to, bring those details in.

Once again any help will be much appreciated!

James

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  • Cadman Profile Picture
    Cadman 580 on at
    RE: Can i modify the 'Account Statement' to show Sales Tax details for the transactions?

    Hi

    where did you find the template file. Is it the default file from the RMS install?

    Thank you

  • Suggested answer
    Trent Bourgois Profile Picture
    Trent Bourgois on at
    Re: Can i modify the 'Account Statement' to show Sales Tax details for the transactions?

    Hello Wigley,

    Thank you for your quesitons.

    The Account Statement template file is a standard XML file that can be edited as one. For more information about the variables that are used in our template files, please see the Customization Guide:

    RMS Customization Guide

    https://mbs.microsoft.com/customersource/documentation/setupguides/rmscustomizationguide.htm

    Retail Management System product support also offers customization services. If you would like us to help you customize the statement template, please open a service request online or by calling 1-888-477-7877. 

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