You can usually identify which items are taxable in your products table so that the line items taxable status is looked up along with the price and other data.
You can have two calculation fields defined in lineitems: cTaxableAmt and cNonTaxableAmt
If ( TaxableFlag = 1 ; Extended Retail Price ; 0 )
If ( TaxableFlag = 0 ; Extended Retail Price ; 0 )
Now your invoice total looks like:
Round ( Sum ( LineItems :: cTaxableAmt ) * All Invoices::Sales Tax Rate LU + Sum ( LineItems :: cNonTaxableAmt ) ; 2 )
Thanks for your response last week. I've considered your solution, and I'd like to ask for advise on a different approach:
Currently, there is a tax checkbox where the user selects 'taxable' or 'not taxable.' The following calculation happens:
Case (Tax Checkbox = "Taxable" ;
Round ( All Invoices::Sub Total * All Invoices::Sales Tax Rate LU; 2 ) ; Tax Checkbox = "Not Taxable" ; 0)
Here's my different approach/solution:
Add an option in the tax checkbox value list that reads 'Audit.'
Then modify the above 'case' calculation to a) not calculate a tax total when 'audit' is selected, and b) allow me to enter data. (I have stipulated 'b)' because currently the field is not modifiable, and I'm not sure how to change that.
I don't follow why you would want to do that.
Also, in most retail situations, you know in advance which items in your product table are taxable, so you normally label the items that are taxable in the product table so you don't have to select the "taxable" status each time you fill out an invoice. (That approach makes data entry errors very easy.)