How to report on Tax Exempt Sales?

Greetings all --

We have approx. 20% of our customers with resale licenses that we sell to as tax exempt...looking for a way to report on this daily (total sales volume that was tax exempt). The only related variable I can find is one of the receipt variables:

"Customer.TaxExempt Returns TRUE if this customer is exempt from taxes"

....but don't see how this can be manipulated to generate a report or mine the data without manually calculating the totals from each tax-exempt transaction...anybody else doing this, or know a better way to report on it?

Thanx!

-=Rich=-

Reply to
hitman
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How about like this? See attached custom report. mt E'

begin 666 Custom - Customer Tax Expt.qrp M+R\M+2T@4F5P;W)T(%-U;6UA

Reply to
Masta T

Thanks, but how do I can an attachment here??

R.

"Masta T" wrote:

Reply to
hitman

Have your reseller hook you up with the steps to get this in Outlook Express Newsreader. mt

Reply to
Masta T

Thank's MT!

In the meantime, if you'd be so kind as to forward the attachment onto my personal address ( snipped-for-privacy@pacbell.net) it would be much appreciated!!

Best regards,

Rich

"Masta T" wrote:

Reply to
hitman

Consider this a gift, if it works that is.... :) Best of luck. mt

Report below...make the file in notepad using the name above, then cut and paste away! Then place it in your reports folder.

//--- Report Summary --- //

Begin ReportSummary ReportType = reporttypeSales ReportTitle = "Tax Exempt Customers Report" PageOrientation = pageorientationPortrait OutLineMode = True Groups = 0 GroupDescription = "" DisplayLogo = True LogoFileName = "MyLogo.bmp" ProcedureCall = "" TablesQueried = "FROM TransactionEntry WITH(NOLOCK) INNER JOIN [Transaction] WITH(NOLOCK) ON TransactionEntry.TransactionNumber [Transaction].TransactionNumber LEFT JOIN Customer WITH(NOLOCK) ON [Transaction].CustomerID = Customer.ID" SelCriteria = "(Customer.TaxExempt=1)" GroupBy = "Customer.AccountNumber" SortOrder = "Sales DESC" End ReportSummary

//--- Title Rows ---//

Begin TitleRow Text = "" Font = "Arial" FontBold = True FontSize = 16 Color = "Blue" End TitleRow

Begin TitleRow Text = "" Font = "Arial" FontBold = True FontSize = 12 Color = "Black" End TitleRow

Begin TitleRow Text = "Generated On " Font = "Arial" FontBold = True FontSize = 10 Color = "Black" End TitleRow

//--- Filters ---//

Begin Filter FieldName = "[Transaction].Time" FilterOp = reportfilteropBetween FilterLoLim = "" FilterHilim = "" End Filter

//--- Columns ---//

Begin Column FieldName = "AccountNumber" DrillDownFieldName = "Customer.AccountNumber" DrillDownReportName = "" Title = "Account #" VBDataType = vbString Formula = "MAX(Customer.AccountNumber)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1485 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "CustomerName" DrillDownFieldName = "" DrillDownReportName = "" Title = "Name" VBDataType = vbString Formula = "MAX(Customer.LastName + ', ' + Customer.FirstName)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "CustomerCompany" DrillDownFieldName = "" DrillDownReportName = "" Title = "Company" VBDataType = vbString Formula = "MAX(Customer.Company)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "QtySold" DrillDownFieldName = "" DrillDownReportName = "" Title = "Qty Sold" VBDataType = vbDouble Formula = "SUM(TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1395 GroupMethod = groupmethodSum ColFormat = "#.##" End Column

Begin Column FieldName = "Sales" DrillDownFieldName = "" DrillDownReportName = "" Title = "Sales" VBDataType = vbCurrency Formula = "SUM(TransactionEntry.Price * TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1620 GroupMethod = groupmethodSum ColFormat = "" End Column

Begin Column FieldName = "Profit" DrillDownFieldName = "" DrillDownReportName = "" Title = "Profit" VBDataType = vbCurrency Formula = "SUM((TransactionEntry.Price - TransactionEntry.Cost) * TransactionEntry.Quantity)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1620 GroupMethod = groupmethodSum ColFormat = "" End Column

Begin Column FieldName = "[Transaction].Time" DrillDownFieldName = "" DrillDownReportName = "" Title = "Date Sold" VBDataType = vbDate Formula = "" ColHidden = True ColNotDisplayable = True FilterDisabled = False ColWidth = 1035 GroupMethod = groupmethodNone ColFormat = "" End Column

Begin Column FieldName = "TaxNumber" DrillDownFieldName = "" DrillDownReportName = "" Title = "Tax Number" VBDataType = vbString Formula = "MAX(Customer.TaxNumber)" ColHidden = False ColNotDisplayable = False FilterDisabled = False ColWidth = 1950 GroupMethod = groupmethodNone ColFormat = "" End Column

Reply to
Masta T

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