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Report/Saved search to highlight when Line Tax Rate <> Invoice Tax Rate
I need a report that highlights discrepancies in tax rates between Sales Order line items and their corresponding line items on invoices.
A single Sales Order often can be associated to multiple invoices due to billing schedules. A single a sales Order can generally associated to many invoices (since there are some billing schedule)
1. Sales Order Line Tax Rate
I attempted to use a saved search to extract the tax rate for each line item on a Sales Order. However, a Sales Order lines may have varying tax rates.
On my saved search, I used the formula (currency) to derive Tax rate for a line as you can see below
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