Menu Path: Customer Service Order Options Excise Tax Excise Tax Export
Export excise tax data.
Use Excise Tax Export to export excise tax data to a tax authority, such as a state government.
NOTE For each country for which you will export data, you must set up an excise export procedure in Country Maintenance. For more information, see Setting Up Excise Taxes.
To export excise tax data:
If you want to only export excise tax data for a single country, clear the All Countries check box, and enter the country code for the country in the Country field.
If you want to only export excise tax data for a single location, clear the All Locations check box, and enter the location prefix for the location in the Location field.
If you want to only export excise tax data for a range of transaction dates, clear the All Dates check box, and enter the dates in the From and To fields. If you want to only export excise tax data for a single transaction date, clear the All Dates check box, and enter the date in the From field.
Select the transactions for which to export excise tax data.
Click the Print Options tab.
Select a process option and output option.
Click the Print button in the ribbon to export excise tax data.
Button |
Description |
Exit |
Click this button to close the Excise Tax Export window. |
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Click this button to export excise tax data based on the selection options. |
Field or Button |
Description |
Select this check box to export excise tax data for all countries. This check box is selected by default. |
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Enter a country code for which to export excise tax data, or click the Lookup button to select a country code. This field is only enabled if you clear the All Countries check box. |
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Select this check box to export excise tax data for all locations. This check box is selected by default. |
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Enter a location prefix for which to export excise tax data, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box. |
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Select this check box to export excise tax data for all transaction dates. This check box is selected by default. |
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Enter a transaction date for which to export excise tax data, or click the drop-down arrow to select a transaction date. If you want to export excise tax data for a range of transaction dates, enter the first date in the range. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last transaction date in a range of transaction dates for which to export excise tax data, or click the drop-down arrow to select a transaction date. If you want to export excise tax data for a single transaction date, you can leave this field blank. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select whether to export only unexported excise tax data, only previously exported excise tax data, or both unexported and exported excise tax data. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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