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Generic Inquiry based on Tax Category

  • July 21, 2025
  • 1 reply
  • 30 views

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Need help building a GI which shows all items sold in a period of time to include the total amount of sales and need to be able to filter by Tax Category so I can items that are in our NOTTAXABLE Category. This wouldn’t just include Sales Orders as many of our NOTTAXABLE Items are labor. Would need to include Service Orders as well.

Best answer by jzhu

Hi ​@bobbytherbs 

You can create this Generic Inquiry by having the Inventory Table table join into the SOLine table. The GI would display on item level and pull in the items on SO. The fields you may want in result grid would be Inventory ID, doc date, qty, amount, tax category, etc. Then you can create a parameter or filter on Doc date and the tax category. You may be able to join service order table in the same GI as well. Hope this helps!

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  • Semi-Pro III
  • Answer
  • July 24, 2025

Hi ​@bobbytherbs 

You can create this Generic Inquiry by having the Inventory Table table join into the SOLine table. The GI would display on item level and pull in the items on SO. The fields you may want in result grid would be Inventory ID, doc date, qty, amount, tax category, etc. Then you can create a parameter or filter on Doc date and the tax category. You may be able to join service order table in the same GI as well. Hope this helps!