How to add sales tax to the Installed Price on an item basis - D-Tools Forum

07-21-2009, 01:26 AM

I was wondering if there is a way to add the tax amount to the item price (on an item or package basis) when running the "Proposal / Install price". The report shows the total price of the materials plus the labor, (on an item basis) but does not add the tax. I am would like to see if its possible to add the tax to have a complete price (including sales tax) ON AN ITEM BASIS, and break it down as usual on the summary? can anyone help?

nkarthick · 07-21-2009, 11:04 AM

Please follow these steps –

1. Create a Custom report based on existing “Proposal(Install price)” report and name it as “Proposal (Install Price + Sales Tax)”.

2. Go to script tab - in the procedure “ActiveReport_DataInitialize” add the below line.

rpt.CalculatedFields.Add("ItemwithTax")

3. After adding the above line replace the full code within the function “Function ActiveReport_FetchData(ByVal EOF As Boolean) As Boolean” with the below lines

Code:

Function ActiveReport_FetchData(ByVal EOF As Boolean) As Boolean


	Dim ds As DataDynamics.ActiveReports.Datasources.XMLDatasource = ctype(rpt.Datasource, DataDynamics.ActiveReports.Datasources.XMLDatasource)

	If ds.EOF Then return True
	
	' default the calculated to 0
	rpt.CalculatedFields("SummarizeInt").Value = 0
	
	'ReportUtilities.Spot("FetchData")

	'ReportUtilities.SetCurrentProposalItem(rpt)
	
	' get the current item the report is on...
	Dim itm As DTools.SystemIntegrator.Reporting.Item = ReportUtilities.ReturnItem(rpt)
	
	Dim totalItemAmount As Double = 0
	' If the item is not null, set value of the calculated field 
	If itm IsNot Nothing Then
	
		rpt.CalculatedFields("SummarizeInt").Value = Ctype(itm.Summarize, Integer)
		
		
		Dim i As Integer 
		
		'assign the installation price
		totalItemAmount = itm.InstallationPrice
		
		For i =0 to itm.ItemTaxes.Count - 1
		
			'Add the item tax amount
			totalItemAmount += itm.ItemTaxes(i).Amount
			
		Next i
		
	End If
	
	'Assign the item price with sales tax amount
	rpt.CalculatedFields("ItemwithTax").Value = totalItemAmount

	'ReportUtilities.Spot("FetchData Detail:" & showDetail)


	' Return whether this is the last record.  
	' This Is required Or the report will iterate forever over And never return
	return (ds.NodeList.Count = ds.CurrentPosition)


End Function

4. Go to designer tab , change the DataField property value of “txtPrice”, “txtGrp3Price”,” txtGrp2Price”, “txtGrp1Price” and “txtSubTotal” textbox control to ItemwithTax as illustrated in figure.

Data Field Property.JPG

5. Set MultLine property to False for “txtPrice” control.

6. Publish the report.

Now the new custom report is ready to run.

Hope it helps.

**Ryan Brown** · 07-21-2009, 08:57 PM

Hey Francisco, how's it going? I hope all is well.

You may want to try this solution as well.

There is a new data field in 5.5 called InstallationPrice_Tax. In your main report (and level 2 and level 3 subreports) you will need to replace the dtr:InstallationPrice with dtr:InstallationPrice_Tax at the data field level.

InstallationPrice_Tax = Installed Price + Equipment Tax + Labor Tax

nkarthick · 07-22-2009, 12:30 PM

Ryan's solution is much simpler than mine.

**Ryan Brown** · 07-22-2009, 04:21 PM

Here are a couple more new fields:

ExtendedPrice_Tax: [Equipment Price + EquipmentAdjustment + MiscPartsAdjustment + Tax]

ExtendedPrice: [Equipment Price + EquipmentAdjustment + MiscPartsAdjustment]

AdjustedPrice: [Equipment Price + EquipmentAdjustment]

justinfriesen · 04-01-2011, 08:35 PM

Is there a field for InstalledPrice + EquipmentAdjustment + Tax?

**Ryan Brown** · 04-01-2011, 09:50 PM

Installed Price includes misc parts and equipment adjustment already.

The field to add tax to it is 'InstallationPrice_Tax'