Tenders report include tax collected

You could not do that. Reason being is that you can have multiple tender types per transaction. Therefore there is no way to determine what tender type paid what portion of the taxes. Example You have two taxes County and State at 2% and 6% respectively. You sell a couple of items let say one of them being tax exempt. Customer pays $10 as Cash and the rest as a Credit Card. There is no way to determine what portion of the taxes were paid with the $10 and what portion was paid by Credit Card.

Best solution is to run the Sales Tax Analysis report that is included in RMS.

Robert

"RicoTowers" wrote:

Understood.

So if we were to venture in developing this report, would it be safe to say that we first have to queue the invoice that the tender is refering to and then determine the tax on the item (if any)?

More over, the tender has to have a reference to the invoice being paid, and the invoice has to have the tax that the item has applied to at the moment of the sales.

Would this be a safe assumption?

"Robert Armstr> You could not do that.

But that is where the breakage occurs. Your assumptions are correct but what you can't do is link taxes paid back to tender type. Because: Transaction is related to TenderEntry Transaction is related to TransactionEntry TransactionEntry is related to TaxEntry and ItemID

The problem is there is no relationship between TenderEntry and TaxEntry or ItemID (this is where the problem occurs when trying to figure out what Tender paid what) it can't be done. And you can't use the Transaction Number to link everything together because of the style of each relationship.

You will end up getting duplicate records for transactions that have multiple tender types or if you attack if from the other way you will get duplicate items for different tenders on the same transaction with multiple tenders.

The real question is why you are trying to get this type of information?

I accountants ask for this type of information frequently and have to explain to them what they should be using for Tax Remitance and what they should be using for GL entries. After explaining to him how things are related when doing transactions (in more simpler terms obviously) he finally realized that he did not need to know tax information when dealing with Tender Info. Because Tender sales information is designed to be the Total (including taxes). And don't let them try and work backwards to get the total taxes using Tender Sales you will just give yourself a headache.

The only way you will be able to do this type of report would be to use Pivot Tables or OLAP/Cube Analysis.

Robert

"RicoTowers" wrote:

Thats what I was afraid of. Ok, understood.

I know how to use Pivot Tables, you know any references fopr OLAP/Cube Analysis?

"Robert Armstr> But that is where the breakage occurs.