Tax Rates - D-Tools Forum

Bill Battaglia · 01-04-2011, 04:21 AM

Where can I access the Tax Rates so I can display this value on a Report and to utilize in Calculations?

This is due to the Tax not being calculated correctly for the Purchasing Tax whihc causes the InstallationPrice_Tax not being correct.

NareshN · 01-04-2011, 06:20 AM

Hi Bill,

The purchase tax totals are not part of the reporting xml (schema).
The only way you can get this is to read the DTL directly via script - this is failry complex script.

This post by Karthik here notes how to read the dtl to get information for location types - you need to follow this and get the purchase tax code for the item.

Location Path Order

As I said this will be complex script.

nkarthick · 01-08-2011, 08:09 AM

Hi Bill,

I have created a custom report (Line Item Purchase Tax Cost) to display the purchase tax cost for each line item.

You can download it from here

This report will get the project's purchase tax rate information from the project .dtl file and keep it in the cache.
While fetching each item, it will get the purchase tax code for that item from the .dtl file and do purchase tax cost calculation and assign it to the report custom field called “PurchaseTax”.
Purchase tax Cost for a Item = (Item Cost * PST rate) + (Item Cost * GST rate)

This report is to give you basic idea about reading .dtl file information and doing some tax calculation.

You can develop from here.

Hope it helps.

fryeguy · 04-08-2011, 09:42 PM

So if I understand all this, the "tax rate" info is not stored in the project XML file, only the actual values for tax calculated with the rate during runtime.
Reviewing a project XML file appears to confirm this.
Is this correct?

nkarthick · 04-09-2011, 06:45 AM

Hi,

I think you understand it correctly. But am not clear about which file are you referring as Project XML file.

But anyway let me explain it clearly (revealing the secret of D-Tools Reporting just kidding)–

As you guys know – Project Information like Product, Package, Location, Zone, Tax Rate, Price, etc., are stored in .dtl (XML format) file.

While running a standard report for a project, System Integrator (SI) generates a XML document and it’s used as Data source for that report.

This generated XML document does not have tax rate information but it has calculated tax value for each item as well as for the whole project.

FYI: You can find the generated XML document (after running the report) into the following location –

Windows 7 /Vista User –
C:\Users\{Current User}\AppData\Roaming\D-Tools\SI5\Reports\Project_Data\

Windows XP –
C:\Documents and Settings\{Current User}\Application Data\ D-Tools\SI5\Reports\Project_Data\

Note:
1. Name of the generated XML document starts with ReportData_
2. This xml files will be cleared once you restart the SI.

Hopefully it clears your doubt.

Bill Battaglia · 06-02-2011, 02:25 PM

For some reason this is not working with Change Orders?

Am I missing something?

Thanks,

Bill

Bill Battaglia · 06-03-2011, 04:45 AM

This has to do with the Taxes not being exposed for the Report.