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Questions Tax Line Items on Invoice

 
Acumatica Report Designer
Last Post by nsmith 6 years ago
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Posts: 47
 nsmith
Topic starter
January 31, 2020 4:39 pm
(@nsmith)
Trusted Member
Joined: 6 years ago

Hello Everyone,

Looking to get the tax breakdown onto our invoice template (alas). Currently I've looked in a LOT of tables for the information that is plainly displayed on the invoice screen. If anyone has figured out how to display not just the tax total, but also each line item I would be grateful for an explanation.

 

Nic


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Posts: 47
 nsmith
Topic starter
February 19, 2020 4:42 pm
(@nsmith)
Trusted Member
Joined: 6 years ago

I have found the correct table to reference:

ARTAXTRAN

But am still having issues generating a section that will give me a tax summary of each tax being charged. Doing a generic inquiry I can link the ARInvoice table to the ARTaxTran table (and also on the report), but don't know what to do for looping over each item to display for my report. Should I just have a new section? Footer? Any tips would be much appreciated.


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Tim Rodman
Posts: 3195
 Tim Rodman
Admin
March 9, 2020 7:46 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Nicholas,

A Subreport would probably work well here. Since there could be multiple Tax lines for an Invoice, if you include ARTaxTran in a Join, then it will duplicate your Invoice data.


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Posts: 47
 nsmith
Topic starter
March 10, 2020 12:42 pm
(@nsmith)
Trusted Member
Joined: 6 years ago

Ok thanks Tim. I'll give that a shot and let you know if it worked.


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Tim Rodman reacted
Posts: 47
 nsmith
Topic starter
March 24, 2020 5:47 pm
(@nsmith)
Trusted Member
Joined: 6 years ago

Tim! This 100% worked.

Thank you so much for the help. I've attached the basic sub-report. Keeping in mind that I will definitely be doing a bunch of formatting to match my corporate standards as you should as well. This will at least point you in the right direction.

 

TaxSubReport.rpx


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