omfgppc - 2009-03-10

tax.
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   . {{attachment:voucherItem.png}}
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@@ -202, +200 @@

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   . {{attachment:dspSummarizedTaxHistory.png}}
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- The report will be expanded to summarize by either tax code or tax type. =
If tax type is selected as the summary option, the options to show "All Tax=
Codes" or "Selected Tax Codes" should be changed to show "All Tax Types" o=
r "Selected Tax Types."
+ 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.
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  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.
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- Users will be able to choose whether to display sales and purchase histor=
y. If both options are chosen, the report will show totals for sales histor=
y as it has historically done, and summarized purchase history based on vou=
cher miscellanous distributions flagged for tax. These two tax figures will=
be netted to display the net tax due on a give tax code. This functionalit=
y is specifically targeted toward users who both collect and pay VAT taxes =
and must report on and pay net VAT taxes collected. The option to display p=
urchase history will be disabled if the report is summarizing by tax type. =
Columns that display sales data will only be visible when the sales option =
is selected, and columns that display purchase data will only be visible wh=
en the purchase option is selected. The netting column will only be visible=
when both sale and purchase options are selected.
+ Users will be able to choose whether to display sales and purchase histor=
y. If both options are chosen, the report will show totals for sales histor=
y as it has historically done, and summarized purchase history based on vou=
cher tax distributions. These two tax figures will be netted to display the=
net tax due on a given tax code. This functionality is specifically target=
ed toward users who both collect and pay VAT taxes and must report on and p=
ay net VAT taxes collected. Columns that display sales data will only be vi=
sible when the sales option is selected, and columns that display purchase =
data will only be visible when the purchase option is selected. The netting=
column will only be visible when both sale and purchase options are select=
ed.
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  If sales tax history is being displayed, users will be able to right clic=
k on a row and drill down to the supporting detail on the Detailed Sales Ta=
x History window described below. This window will open in a modal state wi=
th the tax code or type and date options pre-selected and disabled. This be=
havior will mirror functionality in other places such as the ability to dri=
ll down to supporting detail in the Recievables Aging window.
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@@ -219, +217 @@

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   . {{attachment:dspDetailedSalesTaxHistory.png}}
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- The screen shot above shows the report content requirements. The cohist t=
able and corresponding cohisttax table will be used to accumulate most of i=
nformation shown. The rules concerning the date basis will be the same as t=
he Summarized Tax History described above.  The currency designated on the =
right most calculations will be drawn from the tax authoritity designated o=
n 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 authoritity =
designated on the sales history record.
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  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.
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