Wiki Change:

omfgppc
2009-03-10
2013-03-08
  • omfgppc
    omfgppc
    2009-03-10

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    The "EnhancedTaxInternationalization" page has been changed by jrogelstad:

      =

       . {{attachment:dspSummarizedTaxHistory.png}}
      =

    - The report will be expanded to summarize by either tax code or tax type. =
    If tax type or another option is selected as the summary option, the option=
    s to show "All Tax Codes" or "Selected Tax Codes" should be changed to disp=
    lay options relating to the summary.
    + The report will be expanded to summarize by any of the following combo bo=
    x options: tax code, tax type, tax class, tax zone, tax authority, group se=
    quence. If tax type or another option is selected as the summary option, th=
    e options to show "All Tax Codes" or "Selected Tax Codes" should be changed=
    to display options relating to the summary.
      =

      It is likely that users will want to use this report to reconcile general=
    ledger activity, so an option will be for date basis to be based on the in=
    voice date, which is used currently, or the (G/L) distribution date. If the=
    distribution date is selected, the report will perform an outer join on th=
    e aropen table to determine the distribution date. If no corresponding invo=
    ice record exists (such as the case might be from imported sales history) t=
    he report will use the invoice date of the record even if distribution date=
    is selected.
      =

    @@ -264, +264 @@

      =

       . {{attachment:dspDetailedSalesTaxHistory.png}}
      =

    - The screen shot above shows the report content requirements. The sales hi=
    story (cohist) table and a corresponding tax table will be used to accumula=
    te most of information shown. The rules concerning the date basis will be t=
    he same as the Summarized Tax History described above.  The currency design=
    ated on the right most calculations will be drawn from the tax authoritity =
    designated on the sales history record.
    + The screen shot above shows the report content requirements. The sales hi=
    story (cohist) table and a corresponding tax table will be used to accumula=
    te most of information shown. The rules concerning the date basis will be t=
    he same as the Summarized Tax History described above.  The currency design=
    ated on the right most calculations will be drawn from the tax authoriity d=
    esignated on the sales history record.
    + =

    + The "Show only" group box allows users to filter on specific criteria.  W=
    hen checked users should be able to filter on the same options as could be =
    summarized by the summarized tax report above in the left checkbox.  The ri=
    ght combo box will allow them select from a list of corresponding codes.  T=
    he when the "Show only" group box is checked, the query button will be disa=
    bled until valid selections are mad from both combo boxes.
      =

      There should be a right click option to drill to the Sales History Inform=
    ation window that is accessible in the same manner from all of the windows =
    found in Sales > Sales Analysis > Sales History.
      =

    @@ -276, +278 @@

       . {{attachment:dspDetailedPurchaseTaxHistory.png}}
      =

      The screen shot above shows the report content requirements. The vohead a=
    nd vodist tables will be used to accumulate most of information shown. The =
    rules concerning the date basis will be the same as the Summarized Tax Hist=
    ory described above, except that in this case the distribution date is avai=
    lable on the vohead table. The currency listed in the rightmost colum will =
    be that of the tax authority specified on the source voucher.
    + =

    + The "Show only" group should operate the same on this window as the detai=
    led sales tax display.
      =

      There should be a right click option to drill down to view the voucher wi=
    ndow from the selected row.
      =