Customized AP Purchase Register for Taxes Bifurcation

By | November 24, 2022

In Sage300 ERP, GST taxes are applicable to all items present in the detail lines of an Invoice. Some items are exempt from taxes or the tax amounts are reversible in later quarter. Some bifurcations are to be seen on the report level for such items. Hence to easily identify such items and invoices, we have customized the AP Invoice Register report, where user will define an Optional field in the header that will be used as a filter in report level. If the Optional field value is set to ‘Yes’, any taxes applied will be assigned to a different column in the Register.

New Stuff: Detail Sales Order Report in Sage 300 ERP

Working of INGST (Optional field) for SCGST/IGST Vendor in AP Invoice:

  • User needs to configure an optional field named as ‘INGST’ for AP Invoice detail line.
  • Depending on the items that the user needs to filter, the value of the optional field should be set to YES or NO.
  • If the optional field value is set to YES, then the tax details will be displayed in the additional columns added in Purchase Register report.
  • Below is the sample output when Optional Field value is Yes:
Sample Report field value:YES
Sample Report for Optional field value: ‘YES’

  • If the optional field value is set to NO, then the tax details will be displayed under Standard Tax columns
  • Below is the sample output when Optional Field value is NO:
Sample Report for Optional field value: 'NO'
Sample Report for Optional field value: ‘NO’

Optional fields can be customized as per requirement and appropriateness.
So this customization is very useful for Users that need to bifurcate items that are not applicable for taxes.

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