This document details the process of customizing tax reports within a credit note in order to develop an order table for improved print layouts. By following these steps, users can adjust tax rates and layout settings to fit specific requirements.
Step 1
In this guide, we will demonstrate how to customize reports related to taxes to develop the order table for printing a credit note.
Step 1
In this guide, we will demonstrate how to customize reports related to taxes to develop the order table for printing a credit note.
Step 2
This process can also be applied to a sales order. In this example, we will use a credit note. We have a tax location that, in combination with the tax category, results in a single rate of 14.975%.
Step 3
In this example of taxes, the location is divided into 5% and 9.97%, which is typical in the Canadian province of Quebec. We will now proceed to create a credit note.
Step 4
We will create a credit note with its own calculation based on the current rate. After creation, we will print the credit note.
Step 5
Upon reviewing the credit note, we observe that the charged tax is presented as a single rate. We will modify our report design to reflect individual tax rates separately.
Step 6
To achieve this, we will utilize the automation and customization process. We will edit the existing credit note, or open a new one for editing.
Step 7
We will insert specific elements and columns. Rather than using the existing columns, we will insert a new table.
Step 8
We will insert the table below and set the data source to ‘Taxes’. This process is referred to as a split.
Step 9
We will add one row without a header. If an empty row exists, we will simply remove it.
Step 10
We will format the two sections in our report designer to make them suitable for our needs.
Step 11
Here, we will insert the tax rates and individual tax rate captions.
Step 12
We will create a split section, apply a slightly different color, and adjust it for suitability.
Step 13
Depending on your choice, we will add a vertical line and adjust its size accordingly.
Step 14
Since this pertains to Texas, it will be total. We will remove any unnecessary columns, utilizing the delete column option.
Step 15
We will complete this in the report designer. Opening the sales order, we will access the existing document for printing as a credit note.
Step 16
The printout will display these two columns, which are suitable for the tax location on the credit note. This method can also be applied to sales orders and other documents.
Step 17
In this table, which resembles Excel, we will apply a border at the top to combine these elements.
Step 18
A preview can be generated to review the final document. In this example, we will focus on the sales order.
Step 19
We will open and print the credit note. With two tables created, this setup can be customized based on individual preferences.
Step 20
The process is now complete.
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