SM Revenue by Tax Code

You can use the SM Revenue by Tax Code report to show agreement and work order invoice revenue by selecting Service Management > Reports > SM Revenue by Tax Code.

This report displays Agreement and Work Order invoice revenue for the accounting period range specified, sorted by tax code. Tax codes are determined by the source of the tax for invoices. For work orders, the tax source is specified on the work order scope. For agreements, the tax source is specified on the service site. If there are multiple service sites on an agreement with different tax codes, the invoice for the agreement appears under a "Multiple Tax Codes" group. Invoices for service sites or service centers with no tax code defined appear in a "No Tax Code Specified" group. Adjustments from AR are also displayed in a separate group at the bottom of the Accounting Month group. When applying a range of Tax Codes, the AR Adjustments, Multiple Tax Code, and No Tax Code Specified groups will not display.

Report Parameters

Description

SM Company

Accept the default, or press F4 to select a company.

Beginning Month

Enter or select the applicable beginning month.

Ending Month

Enter or select the applicable ending month.

Beginning Tax Code

 Enter or select the applicable beginning tax code or leave blank to include all tax codes.

Ending Tax Code

 Enter or select the applicable ending tax code or leave blank to include all tax codes.
(A)greement, (W)ork Order, or (B)oth Invoice Types Select A to display only agreement invoices, W to display only work order invoices, or B to display agreement and work order invoices.