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Contents of the Print Sales/Value Added Tax Report Screen

Use the fields and options to configure the Print Sales/Value Added Tax Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the fields in this group box to specify the city, state/province, country, and postal code information you want to include on this report.

Tax Code

Field Description
Option

Use the drop-down list to select the desired range of tax codes you want to use. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start

Enter, or click binoculars.gif to select, the starting tax code, as applicable.

End

Enter, or click binoculars.gif to select, the ending tax code, as applicable.

Non-Contiguous Ranges

Select this check box to include multiple tax code ranges. You must then specify the ranges you want to include in this report using the Tax Non-Contiguous Ranges subtask. When you select this check box, Costpoint automatically sets the Tax Code drop-down list to All.

Sort By

Use this group box to set how this report is sorted and specify whether, or not, to insert page breaks.

Field Description
1st Sort

This field displays Tax Code to indicate that this report is sorted by tax code.

Page Break

Select this check box to insert a page break between each tax code.

Options

Use this group box to specify additional options for this report.

Show

Use this group box to specify what tax code information you want to include on this report.

Field Description
Accounts/Organizations

Select this check box to include a column on the report that identifies the accounts/organizations for the tax codes.

Recoverable Accounts/Organizations

Select this check box to include a column on the report that identifies the recoverable accounts/organizations for the tax codes.

Recoverable Suspense Accounts/Organizations

Select this check box to include a column on the report that identifies the recoverable suspense accounts/organizations for the tax codes.

Subtask

Subtask Description
Tax Non-Contiguous Ranges Click this link to open the Tax Non-Contiguous Ranges subtask and specify multiple tax code ranges you want to include on this report.