Printing the State Tax Detail Report (PSTD)
Purpose: Use the State Tax Detail Report to review invoices and credits by state for a given period, including details such as shipping and handling as well as state taxes and customer tax status.
Determining the shipping address:
• If there is a shipping address recorded in the Invoice Address table, the system uses this address to calculate the tax for the invoice. The system saves the shipping address in this table if the replace system control value is selected.
• If there is no shipping address in the Invoice Address table, the system determines the shipping address as follows:
• If there is an order-level (temporary) shipping address, use this address.
• If the order shipped to a Customer Sold To or to a permanent Customer Ship To, use the address that was in effect at the time of the shipment, based on any address changes recorded in the Customer Address Change table. See Reviewing Customer Address Changes for more information on address change history. If there is no record of an address change since the date of the shipment, the current address provides the information for tax calculation.
How to display this screen: Enter PSTD in the Fast path field at the top of any menu or select Print State Tax Detail Report from a menu.
Field |
Description |
Country |
The country for which you want to run the report. Country codes are defined in and validated against the Country table; see Setting Up the Country Table (WCTY). Alphanumeric, 3 positions; required. |
State |
The state or province for which you want to run the report. The report will include invoices for customers whose shipping address matches the state you enter. The state you enter must be valid for the country you selected, above. Alphanumeric, 2 positions; required. |
Currency |
The currency associated with the source code specified on the order header. Currency codes are defined in and validated against the Currency table; see Working with Currency (WCUR). The default local currency specified in the System Control table appears here. The description of the currency appears to the right. This field appears only if the replace system control value is selected. Alphanumeric, 3 positions; required |
Starting date |
The first date to include on the report. Invoices and credits processed on this date or later will be included. The starting date cannot be later than the ending date. Numeric, 6 positions (MMDDYY); required. |
Ending date |
The last date to include on the report. Invoices and credits processed on this date or earlier will be included. The ending date cannot be later than the current date. Numeric, 6 positions (MMDDYY); required. |
| Printing the Sales Tax Report by State (PSTX) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Printing the Tax Credit Report (PTCR) |
CS06_01 OROMS 5.0 2018 OTN