Re: Invoicing - VAT subtotals

I think the most natural thing when playing with Summary fields is to
have the field you want to summarized at the record level. Then you sort
by 'Vat Rate', then you have a 'Part after sort' that has 3 Totals
(Summaries) one for 'net' one 'Vat' and one for 'gross'.
You may not show the 'Vat amount' on the record.
Remi-Noel


"Christoph Kaufmann" <clk@xxxxxxxxxxx> a écrit :
> Issue: how to summarise VAT subtotals on the invoice.
>
> Table Items:
>
> Inv-No, amount_net, VAT rate, amount_gross.
>
> Amount gross depends on the VAT. There are (or may be) different VAT
> rates in one invoice.
>
> Table invoices:
>
> Inv-No, total amount_gross
>
> The invoice is a list layout of the Items Table.
>
> Problem:
> I need subtotals for every VAT rate on the invoice. If the items are
>
> 100.00 net, VAT 7.6, 107.60 gross
> 200.00 net, VAT 7.6, 215.20 gross
> 150.00 net, VAT 2.4, 153.60 gross
> 125.00 net, VAT 0.0, 125.00 gross
>
> the invoice should show
> To be paid: 601.40 (sum of all gross amounts, that's the easy part).
>
> but also a VAT summary:
> 300.00 net with VAT 7.6 (total of all items with VAT 7.6)
> 150.00 net with VAT 2.4
> 125.00 net with VAT 0.0
>
> I can think of three ways to achieve this:
>
> a) Summary parts in the item list layout. Will look a bit strange and
> draw the VAT summary statement apart. But it seems to be the easiest
> way.
>
> b) Create one relation between invoices and items for every possible
> VAT
> rate and use a calc field. Drawback: I have to define the number of
> VAT
> rats in advance and re-design the solution it this number changes.
>
> c) run a find script that stores the various totals in variables and
> populates a text field with the results.
>
> Are there better ways?
> --
> http://clk.ch


.

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