Hi again,
Here's the query I came up with to pull the data if you set it up according to my earlier reply
Kind regards,
Leslie
/* This query returns the sales tax amount on historical SOP Invoices with an invoice
date between the first day of the previous month and the last date of the
previous month. Voided documents are excluded.
It uses the following tables:
SOP30200 Sales Transaction History
SOP10105 Sales Taxes Work and History
GL00100 Account Master
GL00105 Account Index Master
PM00200 Vendor Master
TX00201 Sales/Purchases Tax Master
*/
SELECT
CASE SOP30200.SOPTYPE
WHEN 1 THEN 'Quote'
WHEN 2 THEN 'Order'
WHEN 3 THEN 'Fulfillment Order'
WHEN 4 THEN 'Invoice'
WHEN 5 THEN 'Return'
END AS Doc_Type
, SOP10105.SOPNUMBE AS SOP_Number
, SOP30200.DOCDATE AS Invoice_Date
, SOP30200.CUSTNMBR AS Customer_ID
, SOP30200.CUSTNAME AS Customer_Name
, GL00100.USERDEF1 AS User_Defined1
, PM00200.VENDNAME AS Vendor_Name
, GL00105.ACTNUMST AS GL_Account_Number
, SOP10105.TAXDTLID AS Tax_Detail_ID
, SOP10105.STAXAMNT AS Sales_Tax_Amt
, SOP10105.FRTTXAMT AS Tax_on_Freight
, SOP10105.MSCTXAMT AS Tax_on_Misc
, DATEADD (m,-1, DATEADD(d,1-DATEPART(d,GETDATE()),GETDATE())) as FirstDayPrevMo
, DATEADD (d,-DATEPART(d,GETDATE()),GETDATE()) as LastDayPrevMo
FROM
SOP10105 INNER JOIN
SOP30200 ON SOP10105.SOPTYPE = SOP30200.SOPTYPE
AND SOP10105.SOPNUMBE = SOP30200.SOPNUMBE
INNER JOIN GL00100 ON SOP10105.ACTINDX = GL00100.ACTINDX INNER JOIN
TX00201 ON SOP10105.TAXDTLID = TX00201.TAXDTLID INNER JOIN
PM00200 ON GL00100.USERDEF1 = PM00200.VENDORID INNER JOIN
GL00105 ON GL00100.ACTINDX = GL00105.ACTINDX
WHERE
(SOP30200.SOPTYPE in (3,4)) and VOIDSTTS = 0 and DOCDATE between
DATEADD (m,-1, DATEADD(d,1-DATEPART(d,GETDATE()),GETDATE())) and
DATEADD(d,-DATEPART(d,GETDATE()),GETDATE())