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To modify reports and Event and Order Invoices for VAT

Standard reports and invoices must be modified to include VAT.

  1. Select Utilities> Report Specs to open the Report Specifications window.
  2. Scroll and select the specific report you wish to modify (Omnis only):
    • Select MEETING-Invoices-Print Invoices to modify Event Invoices
    • Select ORDER-Invoices-Activity Menu Items to modify Order Invoices
    • Select a standard Omnis report
  3. Click Clone.
  4. Tab to the Title field, and place a period (.) at the beginning of the title.

    Note: Putting a period at the beginning of the title places the report first in the alphabetical report category, making it the default.

  5. Click Parameters to open the Detail Report Parameters window.
  6. Change the Rep File / Format to OEInvoiceVAT.
  7. For standard reports and Order Invoices:
    • Enter the VAT tax codes in the Options field. Precede each tax code by VAT_, such as VAT_EXEMPT, VAT_0, and VAT_196.
    • For Event Invoices, do not change the Options.
  8. Click Save.

See Also

Setting Up VAT for Orders

To apply VAT to a product in AR/Cash

To apply VAT to a product category

To apply VAT to a product

To apply VAT to freight and handling charges


ASI logo 10.6 Production Release. Updated 2/20/2006 3:52:56 PM
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