UPDATE TAX REPORT TABLES
Use this screen to update the Tax Report Header (RPT_TAX_HDR) and Tax Report Line (RPT_TAX_LN) tables with information entered on the Customs Info subtasks of the following screens:
After you update these tables, you can retrieve the data through IBM® Cognos® Impromptu® to generate Sales and Value Added Tax reports.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Bills
Invoice Number
Option
Use this drop-down list to select the range of invoice numbers to include. Valid options are:
-
All — Select this option to include all invoice numbers. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one invoice number and then enter that invoice number in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of invoice numbers. Enter the beginning invoice number for the range in the Start field and enter the ending invoice number of the range in the End field.
-
From Beginning — Select this option to include a range of invoice numbers that begins with the first of all the available invoice numbers and ends with the invoice number that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of invoice numbers that begins with the invoice number that you enter in the Start field and ends with the last of all the available invoice numbers. The End field is disabled for this option.
Start/End
Enter, or click 
to select, the starting and/or ending invoice numbers for the range of invoice numbers to include in the process. Depending on your selection in Option, one or both of these fields may be inactive.
Invoice Date
Option
Use this drop-down list to select the range of invoice dates to include. Valid options are:
-
All — Select this option to include all invoice dates. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one invoice date and then enter that invoice date in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of invoice dates. Enter the beginning invoice date for the range in the Start field and enter the ending invoice date of the range in the End field.
-
From Beginning — Select this option to include a range of invoice dates that begins with the first of all the available invoice dates and ends with the invoice date that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of invoice dates that begins with the invoice date that you enter in the Start field and ends with the last of all the available invoice dates. The End field is disabled for this option.
Start/End
Enter the starting and/or ending invoice dates for the range of invoice dates to include in the process. Depending on your selection in Option, one or both of these fields may be inactive.
Customer
Option
Use this drop-down list to select the range of customers to include. Valid options are:
-
All — Select this option to include all customers. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one customer and then enter that customer in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of customers. Enter the beginning customer for the range in the Start field and enter the ending customer of the range in the End field.
-
From Beginning — Select this option to include a range of customers that begins with the first of all the available customers and ends with the customer that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of customers that begins with the customer that you enter in the Start field and ends with the last of all the available customers. The End field is disabled for this option.
Start/End
Enter, or click to select, the starting and/or ending customers for the range of customers to include in the process. Depending on your selection in Option, one or both of these fields may be inactive.
Vouchers
Accounting Period
Option
Use this drop-down list to select the range of accounting periods to include. Valid options are:
-
All — Select this option to include all accounting periods. You can specify a fiscal year, but the Start and End fields for periods are disabled for this option. This is the default.
-
One — Select this option to include only one accounting period and then enter the fiscal year and accounting period in the Start fields. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of accounting periods. Enter the fiscal year and beginning accounting period for the range in the Start fields and enter the ending accounting period of the range in the End field.
-
From Beginning — Select this option to include a range of accounting periods that begins with the first of all the available accounting periods in the fiscal year you specify and ends with the accounting period that you enter in the End field. The Start field for periods is disabled for this option.
-
To End — Select this option to include a range of accounting periods that begins with the fiscal year and accounting period that you enter in the Start field and ends with the last of all the available accounting periods. The End field is disabled for this option.
Start/End
Enter, or click to select, the fiscal year and the starting and/or ending accounting periods for the range of accounting periods to include in the process. Depending on your selection in Option, one or both of the Period fields may be inactive.
Voucher Number
Option
Use this drop-down list to select the range of voucher numbers to include. Valid options are:
-
All — Select this option to include all voucher numbers. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one voucher number and then enter that voucher number in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of voucher numbers. Enter the beginning voucher number for the range in the Start field and enter the ending voucher number of the range in the End field.
-
From Beginning — Select this option to include a range of voucher numbers that begins with the first of all the available voucher numbers and ends with the voucher number that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of voucher numbers that begins with the voucher number that you enter in the Start field and ends with the last of all the available voucher numbers. The End field is disabled for this option.
Start/End
Enter, or click to select, the starting and/or ending voucher numbers for the range of voucher numbers to include in the process. Depending on your selection in Option, one or both of these fields may be inactive.
Vendor
Option
Use this drop-down list to select the range of vendors to include. Valid options are:
-
All — Select this option to include all vendors. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one vendor and then enter that vendor in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of vendors. Enter the beginning vendor for the range in the Start field and enter the ending vendor of the range in the End field.
-
From Beginning — Select this option to include a range of vendors that begins with the first of all the available vendors and ends with the vendor that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of vendors that begins with the vendor that you enter in the Start field and ends with the last of all the available vendors. The End field is disabled for this option.
Start/End
Enter, or click to select, the starting and/or ending vendors for the range of vendors to include in the process. Depending on your selection in Option, one or both of these fields may be inactive.
Options
Bill Type
Standard
Select this check box to include standard bills in the process.
Customer Product
Select this check box to include customer product bills in the process.
Project Product
Select this check box to include project product bills in the process.
Manual
Select this check box to include manual bills in the process.
Milestone/Percent Complete
Select this check box to include milestone/percent complete bills in the process.
Sales Order
Select this check box to include sales order bills in the process.
Voucher Type
AP
Select this check box to include accounts payable vouchers in the process.
PO
Select this check box to include purchase order vouchers in the process.
Tax Reporting Method
Accrual
Select this option if your company operates on the accrual basis of accounting.
Cash
Select this option if your company operates on the cash basis of accounting.
Update Tax Report Tables
To start the update process, click Update Tax Report Tables on the Action menu.