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  • 1.  Mapping UDF to AR Sales Tax

    Posted 06-19-2019 08:19
    v2017 - Client has two store locations and reports sales tax by location.  One option is to set up separate tax codes (and schedules) for each location but this would require that counter "cashier" keep an eye on the tax schedule when processing SO invoice.  Since locations have identical tax rates, I am thinking about adding the invoice header warehouse location field to the AR Sales Tax table via a UDF, then pull the report by whse location.  This would eliminate the need for multiple tax codes/schedules.

    Unfortunately, I am not seeing a way to pull the data through to the UDF.  The only business objects available are AR_SalesTax_bus and AP_ARClearingRegister.upd and neither appear to have the invoice header warehouse code field that I am looking for.

    Am I going down the wrong UDF alley or is this one of the situations where I throw up my hands and just write a Crystal report linking the sales tax table with the AR Invoice history header table for the information.

    Thoughts?

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 2.  RE: Mapping UDF to AR Sales Tax

    Posted 06-19-2019 08:40
    Can you create an AR division for each location, and then assign a different tax schedule to each customer in each division?

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    Doug Higgs
    Assistant Technical Support / Building Maintenance Specialist
    Midwest Commerce Solutions, Inc
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  • 3.  RE: Mapping UDF to AR Sales Tax

    Posted 06-19-2019 09:59
    A thought, but going the wrong way on the client complexity scale. Open up divisions and now you have two more characters to enter throughout the system, the chances for duplicate numbers increase, etc.  Worse case scenario is to write (modify) a Crystal to pull from two tables.  Best case is I am overlooking something and am able to add the UDF to AR Tax Table.

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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    Original Message


  • 4.  RE: Mapping UDF to AR Sales Tax

    Posted 06-19-2019 09:58
    Edited by Chris St. Amand 06-19-2019 10:15
    Couldn't you just link to the AR Invoice History Header by the Invoice Number and use the Warehouse Code stored there?

    Edit: Sorry Jeff, just saw that last paragraph of your message.  Ar Invoice history Header is pretty straight forward way to get your result.

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    Chris St. Amand
    Arizona Accounting & Information Systems
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