{"id":11705,"date":"2015-06-30T10:49:24","date_gmt":"2015-06-30T10:49:24","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=11705"},"modified":"2019-11-12T08:59:26","modified_gmt":"2019-11-12T08:59:26","slug":"ar-options-include-tax-in-statistics-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/06\/30\/ar-options-include-tax-in-statistics-in-sage-300-erp\/","title":{"rendered":"AR Options — Include Tax in Statistics in Sage 300 ERP"},"content":{"rendered":"

In our previous blog we discussed about \u201cAllow Edit in Statistics in Sage 300 ERP\u201d. Extending the discussion further we will now see how to Include Tax in Statistics for Items under AR Options.
\nNew Stuff:<\/span><\/strong> Knowing Pending Transaction In AR Customer Inquiry<\/a>
\nIn order to access this feature you need to navigate to Account Receivable –> A\/R Setup –> Options –> Processing Tab.  Kindly refer the screenshot for the same.
\n\"1\"<\/a>
\n 
\n1. If User Uncheck the option \u201cInclude Tax in Statistics\u201d<\/strong> in AR Options screen under processing Tab, then Tax statistics for the transactions that are posted will not be included in the totals in the Item Sales History under A\/R Transaction Reports as well as Items under  A\/R Setup.
\nBefore Transaction:<\/strong>
\nItem Sales History<\/strong>
\n \"Item<\/a><\/strong>
\nAbove screen shows the Item Sales History Report for Item \u201cBK-360\u201d before posting a transaction say Invoice with \u201cInclude Tax in Statistics\u201d<\/strong> unchecked in AR options.
\n\"3\"<\/a>
\nAbove screen shows the statistics of Item \u201cBK-360\u201d before posting a transaction say Invoice with \u201cInclude Tax in Statistics\u201d unchecked in AR options.
\nInvoice transaction<\/strong>
\n\"4\"<\/a>
\nAbove screen shows an Invoice is posted for Item No. \u201cBK-360\u201d for
\nDocument Amount: 117 and Taxes : 9.65 which makes Amount Due 126.65
\n 
\nAfter Transaction:<\/strong>
\nItem Sales History<\/strong>
\n\"5\"<\/a>
\nAbove screen shows the Item Sales History Report for Item \u201cBK-360\u201d after posting a transaction say Invoice for Document Amount of 117 as \u201cInclude Tax in Statistics\u201d is unchecked in AR options.
\n 
\nItems<\/strong>
\n\"6\"<\/a>
\nAbove screen shows the statistics of Item \u201cBK-360\u201d after posting a transaction say Invoice for Document amount of 117 as \u201cInclude Tax in Statistics\u201d is unchecked in AR options.
\nOn comparing before Transaction with After Transaction Item Sales History report for Item No. \u201cBK-360\u201d the Amount sold displayed is 117 that is Document Amount of the Invoice is included in the Item Sales History report as well as the statistics displayed in the Items Screen. This is observed as the \u201cInclude Tax in Statistics\u201d option is unchecked under AR options.
\n2. If User checks the option \u201cInclude Tax in Statistics\u201d in AR Options screen under processing Tab, then Tax statistics for the transactions that are posted will be included in the totals in the Item Sales History under A\/R Transaction Reports as well as Items under A\/R Setup.
\n\"7\"<\/a>
\n 
\nBefore Transaction:<\/strong>
\nItem Sales History<\/strong>\"8\"<\/a><\/b>
\nItems<\/strong>\"9\"<\/a>
\n 
\nInvoice transaction<\/strong><\/b> <\/strong>
\n\"10\"<\/a><\/p>\n

Above screen shows an Invoice is posted for Item No. \u201cBK-360\u201d for
\nDocument Amount: 121.20 and Taxes 10.00 which makes Amount Due 131.20.<\/p>\n

After Transaction:<\/strong>
\nItem Sales History<\/strong>\"11\"<\/a><\/strong>
\nItems<\/strong>\"12\"<\/a>
\nOn comparing Before Transaction with After Transaction Item Sales History report for Item No. \u201cBK-360\u201d the Amount Due of 131.20 which is Sum of Document total and Taxes; is added to amount sales number of 117 as we have kept \u201cInclude Tax in Statistics\u201d<\/strong> option is checked under AR options.
\nThis is how one can keep a track of the Include Tax in Statistics for a record.
\nAlso Read:<\/strong><\/span>
\n1. Manage AR Item Statistics in Sage 300 ERP<\/a>
\n2. AR Options \u2013 Allow Edit of Statistics in Sage 300 ERP<\/a>
\n3. How to Use Different Item Description for Specific Items in Sage 300 ERP<\/a>
\n4. Populate Items on Order Entry Screen using Template Code<\/a>
\n5. Generate BOM and Kitting items on the fly from Order Entry screen in Sage 300 ERP<\/a>
\n 
\n<\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog we discussed about \u201cAllow Edit in Statistics in Sage 300 ERP\u201d. Extending the discussion further we will now see how to Include Tax in Statistics for Items under AR Options. New Stuff: Knowing Pending Transaction In AR Customer Inquiry In order to access this feature you need to navigate to Account Receivable\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[42,79,1294,1430,1448,2357],"class_list":["post-11705","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-ar-item-statistics","tag-accpac","tag-include-tax-in-statistics","tag-items","tag-keep-item-statistics-in-ar","tag-sage-300-erp"],"yoast_head":"\nAR Options - Include Tax in Statistics in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/06\/30\/ar-options-include-tax-in-statistics-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AR Options - Include Tax in Statistics in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog we discussed about \u201cAllow Edit in Statistics in Sage 300 ERP\u201d. Extending the discussion further we will now see how to Include Tax in Statistics for Items under AR Options. 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