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When you print the Tax Detail Report there is a column labelled Total Sales/Purchases. Unfortnately this amount is only the subtotal amount. We need it to include the freight and the miscellaneous amounts. That is the true Total Sales/Purchases. I have modified this report to use the TX30000 table(Tax History) however there may ocassionally be AR credit memos so I was going to try to use the RM20101 and RM30101 tables. The problem there is the doc type field. In SOP SOPTYPE 3 and 4 are invoices and returns. In AR these get changed to 1 and 5, respectively. This breaks the link. The Document Amount field in this report comes from a temp table so there is no way to modify that value. Does anyone have a solution for this? Is there anyway to get into the code for this report and have it use the full amount of the document and not just the subtotal?
Hello Richard,
Thank you for using Community Forums. My name is Becky and I will assist you.
This is how we designed the report. If you have Dexterity,you can probably make a 'code' change that you are talking about. You should probably write a view that pulls what you want, then build a custom report or Smartlist from that view. Freight may be added to a document, but are you taxing freight? If you are, would need a custom report/view to pull that data.
Becky Berginski
Microsoft Senior Support Engineer
Becky, if I had a nickel for every time I was told working as designed I could retire. Do not call label the column as total sale when it does not include the freight and miscellaneous amounts. I have already pulled in the SOP30200 into this report and added a column that includes the subtotal, freight and misc. What this is all about is matching the GP sales tax reports to Avalara's version.
Does the Avalara version tax freight or does it just pull the total saves as a column? I think your best bet is to build a view that will contain the information from the RM and SOP tables and then we can determine how to use it. Perhaps an SRS report.
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