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Reporting Database Views Guide
June 2014
This document describes views for the data in the Vertex O Series Reporting
database. These views provide a standard interface to the Reporting database
data and can be accessed by any tool capable of querying a database through
SQL, including most third-party reporting tools. The views are created in the
Reporting database when Vertex O Series is installed.
Vertex offers a variety of options to users for accessing data stored in the Vertex
O Series Reporting database:
Standard Reports are included with all Vertex O Series products. These
provide selectable filter criteria and fixed outputs you can generate in either
PDF or text formats.
Data Extract is also included with all Vertex O Series products. Data Extract
gives you the ability to define columns and export data from the Reporting
database to an XML, PDF, CSV, RTF, or HTML file. You can then import this file
to your choice of external applications.
Vertex Indirect Tax Reporting & Analysis offers additional flexibility, giving
you the option to create your own custom reports by selecting the data
elements to be included for building charts, pivot tables, and numerous other
analysis tools.
Database views are included with the Reporting database to provide even
more flexibility, enabling you to use Vertex reporting data in a custom or
third-party reporting tool.
Copyright 2014 Vertex Global Tax Solutions Ireland Holdings. All rights reserved.
June 2014
SalesTaxSummary View
This view provides summary information for sales tax transactions.
Column
Number
Column Name
Data Type
Description
companyCode
Text (80)
divisionCode
Text (80)
departmentCode
Text (80)
taxDate
Date
postingDate
Date
financialEventType
Text (60)
taxType
Text (60)
jurisdictionId
Number (18)
jurisdictionType
Text (60)
10
jurisdictionName
Text (60)
11
situsTaxAreaId
Number (18)
12
mainDivision
Text (60)
13
grossAmount
Number (38.3)
14
taxableAmount
Number (38.3)
15
nonTaxableAmount
Number (38.3)
16
exemptAmount
Number (38.3)
17
taxAmount
Number (38.3)
18
impositionType
Text (60)
Imposition type.
19
impositionName
Text (60)
Imposition name.
June 2014
SalesTaxDetail View
This view provides transaction detail information for sales tax transactions.
Column
Number
Column Name
Data Type
Description
transactionId
Number (18)
lineItemId
Number (18)
lineItemNumber
Number (18)
documentNumber
Text (40)
companyCode
Text (40)
divisionCode
Text (40)
departmentCode
Text (40)
taxCode
Text (30)
locationCode
Text (20)
10
taxDate
Date
11
postingDate
Date
12
returnsExportDate
Date
13
transactionType
Text (60)
Transaction type.
Rental.
14
financialEventType
Text (60)
15
taxType
Text (60)
Tax type.
16
jurisdictionId
Number (18)
17
jurisdictionType
Text (60)
18
jurisdictionName
Text (60)
19
situsTaxAreaId
Number (18)
20
mainDivision
Text (60)
June 2014
Column
Number
Column Name
Data Type
Description
21
grossAmount
Number (18.3)
22
taxableAmount
Number (18.3)
23
nonTaxableAmount
Number (18.3)
24
nonTaxableReasonCode
Text (60)
25
exemptAmount
Number (18.3)
26
exemptReasonCode
Text (60)
27
taxAmount
Number (18.3)
28
taxRate
Number (10.6)
29
rateOverrideIndicator
Text (1)
30
quantity
Number (18.6)
31
certificateType
Text (60)
32
certificateNumber
Text (30)
Certificate number.
33
customerCode
Text (40)
Customer code.
34
customerName
Text (60)
Customer name.
35
customerClassCode
Text (40)
36
customerClassName
Text (60)
37
productCode
Text (40)
Product code.
38
productName
Text (60)
Product name.
39
productClassCode
Text (40)
40
productClassName
Text (60)
41
discountCategory
Text (60)
Discount category.
42
discountCode
Text (20)
Discount code.
43
discountPercent
Number (10.6)
Discount percentage.
44
discountAmount
Number (18.3)
Discount amount.
45
destinationMainDivision
Text (60)
46
destinationSubDivision
Text (60)
47
destinationCity
Text (60)
Destination city.
48
destinationStreetAddress
Text (100)
June 2014
Valid values
Column
Number
Column Name
Data Type
Description
49
destinationPostalCode
Text (20)
50
destinationTaxAreaId
Number (18)
51
physicalOriginMainDivision
Text (60)
52
physicalOriginSubDivision
Text (60)
53
physicalOriginCity
Text (60)
54
physicalOriginStreetAddress
Text (100)
55
physicalOriginPostalCode
Text (20)
56
physicalOriginTaxAreaId
Number (18)
57
adminOriginMainDivision
Text (60)
58
adminOriginSubDivision
Text (60)
59
adminOriginCity
Text (60)
60
adminOriginStreetAddress
Text (100)
61
adminOriginPostalCode
Text (20)
62
adminOriginTaxAreaId
Number (18)
63
impositionType
Text (60)
Imposition type.
64
impositionName
Text (60)
Imposition name.
65
taxRuleId
Number (18)
66
maxTaxRuleId
Number (18)
67
basisRuleId
Number (18)
68
flexCodeField1
Text (40)
69
flexCodeField2
Text (40)
70
flexCodeField3
Text (40)
71
flexCodeField4
Text (40)
72
flexCodeField5
Text (40)
73
flexCodeField6
Text (40)
74
flexCodeField7
Text (40)
75
flexCodeField8
Text (40)
76
flexCodeField9
Text (40)
77
flexCodeField10
Text (40)
78
flexCodeField11
Text (40)
June 2014
Column
Number
Column Name
Data Type
Description
79
flexCodeField12
Text (40)
80
flexCodeField13
Text (40)
81
flexCodeField14
Text (40)
82
flexCodeField15
Text (40)
83
flexCodeField16
Text (40)
84
flexCodeField17
Text (40)
85
flexCodeField18
Text (40)
86
flexCodeField19
Text (40)
87
flexCodeField20
Text (40)
88
flexCodeField21
Text (40)
89
flexCodeField22
Text (40)
90
flexCodeField23
Text (40)
91
flexCodeField24
Text (40)
92
flexCodeField25
Text (40)
93
flexDateField1
Number (8)
94
flexDateField2
Number (8)
95
flexDateField3
Number (8)
96
flexDateField4
Number (8)
97
flexDateField5
Number (8)
98
flexNumericField1
Number (18.3)
99
flexNumericField2
Number (18.3)
100
flexNumericField3
Number (18.3)
101
flexNumericField4
Number (18.3)
102
flexNumericField5
Number (18.3)
103
lineItemSynchronizationID
Number (18)
June 2014
Column
Number
104
Column Name
transactionSynchronizationID
Data Type
Number (18)
Description
The Transaction Synchronization ID is an identifier that
further defines the document and corresponds to the
transaction stored in the host system. The Transaction
ID is used for synchronization services, but is not used
for reporting purposes.
June 2014
Column
Number
Column Name
Data Type
Description
companyCode
Text (80)
divisionCode
Text (80)
departmentCode
Text (80)
taxDate
Date
postingDate
Date
financialEventType
Text (60)
taxType
Text (60)
jurisdictionId
Number (18)
jurisdictionType
Text (60)
10
jurisdictionName
Text (60)
11
situsTaxAreaId
Number (18)
12
mainDivision
Text (60)
13
grossAmount
Number (38.3)
14
taxableAmount
Number (38.3)
15
nonTaxableAmount
Number (38.3)
16
exemptAmount
Number (38.3)
17
taxAmount
Number (38.3)
18
impositionType
Text (60)
Imposition type.
19
impositionName
Text (60)
Imposition name.
June 2014
Column Name
Data Type
Description
transactionId
Number (18)
lineItemId
Number (18)
lineItemNumber
Number (18)
documentNumber
Text (40)
companyCode
Text (40)
divisionCode
Text (40)
departmentCode
Text (40)
taxCode
Text (30)
locationCode
Text (20)
10
taxDate
Date
11
postingDate
Date
12
returnsExportDate
Date
13
transactionType
Text (60)
14
financialEventType
Text (60)
15
taxType
Text (60)
Tax type. Valid values are Sales, Sellers Use and Consumer
Use.
16
jurisdictionId
Number (18)
17
jurisdictionType
Text (60)
18
jurisdictionName
Text (60)
19
situsTaxAreaId
Number (18)
20
mainDivision
Text (60)
21
grossAmount
Number (18.3)
22
taxableAmount
Number (18.3)
June 2014
10
Column
Number
Column Name
Data Type
Description
23
nonTaxableAmount
Number (18.3)
24
nonTaxableReasonCode
Text (60)
25
exemptAmount
Number (18.3)
26
exemptReasonCode
Text (60)
27
taxAmount
Number (18.3)
28
taxRate
Number (10.6)
29
rateOverrideIndicator
Text (1)
30
quantity
Number (18.6)
31
usageCode
Text (40)
Usage code.
32
usageName
Text (60)
Usage name.
33
usageClassCode
Text (40)
34
usageClassName
Text (60)
35
purchaseCode
Text (40)
Purchase code.
36
purchaseName
Text (60)
Purchase name.
37
purchaseClassCode
Text (40)
38
purchaseClassName
Text (60)
39
vendorCode
Text (40)
Vendor code.
40
vendorName
Text (60)
Vendor name.
41
vendorClassCode
Text (40)
42
vendorClassName
Text (60)
43
certificateType
Text (60)
44
certificateNumber
Text (30)
Certificate number.
45
destinationMainDivision
Text (60)
46
destinationSubDivision
Text (60)
47
destinationCity
Text (60)
Destination city.
48
destinationStreetAddress
Text (100)
49
destinationPostalCode
Text (20)
50
destinationTaxAreaId
Number (18)
June 2014
11
Column
Number
Column Name
Data Type
Description
51
physicalOriginMainDivision
Text (60)
52
physicalOriginSubDivision
Text (60)
53
physicalOriginCity
Text (60)
54
physicalOriginStreetAddress
Text (100)
55
physicalOriginPostalCode
Text (20)
56
physicalOriginTaxAreaId
Number (18)
57
adminOriginMainDivision
Text (60)
58
adminOriginSubDivision
Text (60)
59
adminOriginCity
Text (60)
60
adminOriginStreetAddress
Text (100)
61
adminOriginPostalCode
Text (20)
62
adminOriginTaxAreaId
Number (18)
63
lineItemTaxUnderThreshold
Text (4)
64
lineItemChargedTaxAmount
Number (18.3)
65
invoiceTaxUnderThreshold
Text (4)
66
invoiceChargedTaxAmount
Number (18.3)
67
thresholdPercent
Number (10.6)
Threshold percentage.
68
thresholdAmount
Number (18.3)
Threshold amount.
69
impositionType
Text (60)
Imposition type.
70
impositionName
Text (60)
Imposition name.
71
taxRuleId
Number (18)
72
maxTaxRuleId
Number (18)
73
basisRuleId
Number (18)
74
flexCodeField1
Text (40)
75
flexCodeField2
Text (40)
76
flexCodeField3
Text (40)
77
flexCodeField4
Text (40)
78
flexCodeField5
Text (40)
79
flexCodeField6
Text (40)
80
flexCodeField7
Text (40)
June 2014
12
Column
Number
Column Name
Data Type
Description
81
flexCodeField8
Text (40)
82
flexCodeField9
Text (40)
83
flexCodeField10
Text (40)
84
flexCodeField11
Text (40)
85
flexCodeField12
Text (40)
86
flexCodeField13
Text (40)
87
flexCodeField14
Text (40)
88
flexCodeField15
Text (40)
89
flexCodeField16
Text (40)
90
flexCodeField17
Text (40)
91
flexCodeField18
Text (40)
92
flexCodeField19
Text (40)
93
flexCodeField20
Text (40)
94
flexCodeField21
Text (40)
95
flexCodeField22
Text (40)
96
flexCodeField23
Text (40)
97
flexCodeField24
Text (40)
98
flexCodeField25
Text (40)
99
flexDateField1
Number (8)
100
flexDateField2
Number (8)
101
flexDateField3
Number (8)
102
flexDateField4
Number (8)
103
flexDateField5
Number (8)
104
flexNumericField1
Number (18.3)
105
flexNumericField2
Number (18.3)
106
flexNumericField3
Number (18.3)
107
flexNumericField4
Number (18.3)
108
flexNumericField5
Number (18.3)
June 2014
13
Column
Number
Column Name
Data Type
Description
109
lineItemSynchronizationID
Number (18)
110
transactionSynchronizationID
Number (18)
VAT views
These views provide detail information for VAT transactions. They include
transactions that meet the ollowing criteria:
June 2014
14
VATSummary View
This view provides summary information for VAT transactions.
Column
Number
Column Name
Data Type
Description
companyCode
Text (80)
divisionCode
Text (80)
departmentCode
Text (80)
taxDate
Date
postingDate
Date
financialEventType
Text (60)
jurisdictionId
Number (18)
jurisdictionType
Text (60)
jurisdictionName
Text (60)
10
situsTaxAreaId
Number (18)
11
netAmount
Number (38.3)
12
taxableAmount
Number (38.3)
13
nonTaxableAmount
Number (38.3)
14
exemptAmount
Number (38.3)
15
taxAmount
Number (38.3)
16
inputAmount
Number (38.3)
Input amount.
17
outputAmount
Number (38.3)
Output amount.
18
importAmount
Number (38.3)
Import amount.
19
recoverableAmount
Number (38.3)
June 2014
15
Column
Number
Column Name
Data Type
Description
20
unrecoverableAmount
Number (38.3)
21
impositionType
Text (60)
Imposition type.
22
impositionName
Text (60)
Imposition name.
June 2014
16
VATDetail View
This view provides detail information for VAT transactions as follows:
Column
Number
Column Name
Data Type
Description
transactionId
Number (18)
lineItemId
Number (18)
lineItemNumber
Number (18)
documentNumber
Text (40)
companyCode
Text (40)
companyName
Text (40)
divisionCode
Text (40)
departmentCode
Text (40)
taxCode
Text (30)
10
locationCode
Text (20)
11
taxDate
Date
12
costCenterCode
Text (20)
13
glAccountCode
Text (20)
14
postingDate
Date
15
transactionType
Text (60)
16
financialEventType
Text (60)
17
transactionPerspective
Text (60)
18
jurisdictionId
Number (18)
19
jurisdictionType
Text (60)
20
jurisdictionName
Text (60)
June 2014
17
Column
Number
Column Name
Data Type
Description
21
situsTaxAreaId
Number (18)
22
netAmount
Number (18.3)
23
taxableAmount
Number (18.3)
24
nonTaxableAmount
Number (18.3)
25
exemptAmount
Number (18.3)
26
taxAmount
Number (18.3)
27
taxRate
Number (10.6)
28
unitPrice
Number (18.3)
Unit price.
29
unitOfMeasure
Text (3)
30
quantity
Number (18.6)
31
vatTaxType
Text (20)
32
rateClassification
Text (20)
Rate classification.
33
recoverableAmount
Number (18.3)
34
unrecoverableAmount
Number (18.3)
35
recoverablePercent
Number (10.6)
36
destinationMainDivision
Text (60)
37
destinationSubDivision
Text (60)
Destination subdivision.
38
destinationCity
Text (60)
Destination city.
39
destinationStreetAddress
Text (100)
40
destinationPostalCode
Text (20)
41
destinationCountry
Text (20)
Destination country.
42
destinationTaxAreaId
Number (18)
43
adminDestinationMainDivision
Text (60)
44
adminDestinationSubDivision
Text (60)
45
adminDestinationCity
Text (60)
46
adminDestinationStreetAddress
Text (100)
June 2014
18
Column
Number
Column Name
Data Type
Description
43
adminDestinationPostalCode
Text (20)
47
adminDestinationCountry
Text (20)
48
adminDestinationTaxAreaId
Number (18)
49
physicalOriginMainDivision
Text (60)
50
physicalOriginSubDivision
Text (60)
51
physicalOriginCity
Text (60)
52
physicalOriginStreetAddress
Text (100)
53
physicalOriginPostalCode
Text (20)
54
physicalOriginTaxAreaId
Number (18)
55
physicalOriginCountry
Text (20)
56
adminOriginMainDivision
Text (60)
57
adminOriginSubDivision
Text (60)
58
adminOriginCity
Text (60)
59
adminOriginStreetAddress
Text (100)
60
adminOriginPostalCode
Text (20)
61
adminOriginCountry
Text (20)
62
adminOriginTaxAreaId
Number (18)
63
adminOriginCountry
Text (20)
64
simplificationCode
Text (1)
65
certificateType
Text (60)
66
certificateNumber
Text (30)
Certificate number.
67
customerCode
Text (40)
Customer code.
68
customerName
Text (60)
Customer name.
69
customerClassCode
Text (40)
70
customerClassName
Text (60)
71
customerValidationDate
Date
June 2014
19
Column
Number
72
Column Name
customerValidationType
Data Type
Text (60)
Description
The status of the customer's VIES validation.
Valid values are as follows:
73
supplierCode
Text (40)
Supplier code.
74
supplierName
Text (60)
Supplier name.
75
supplierClassCode
Text (40)
76
supplierClassName
Text (60)
77
shippingTerms
Text (60)
78
productCode
Text (40)
Product code.
79
productName
Text (60)
Product name.
80
productClassCode
Text (40)
81
productClassName
Text (60)
82
purchaseCode
Text (40)
Purchase code.
83
purchaseName
Text (60)
Purchase name.
84
purchaseClassCode
Text (40)
85
purchaseClassName
Text (60)
86
usageCode
Text(40)
Usage code.
87
usageName
Text(60)
Usage name.
88
usageClassCode
Text(40)
89
usageClassName
Text(60)
90
discountCategory
Text (60)
Discount category.
91
discountCode
Text (20)
Discount code.
92
discountPercent
Number (10.6)
Discount percentage.
93
discountAmount
Number (18.3)
Discount amount.
94
taxpayerRegistrationNumber
Text (40)
95
supplierRegistrationNumber
Text (40)
June 2014
20
Column
Number
Column Name
Data Type
Description
96
customerRegistrationNumber
Text (40)
97
currencyCode
Text (3)
98
outputNotice1
Text (30)
99
outputNotice2
Text (30)
100
outputNotice3
Text (30)
101
outputNotice4
Text (30)
102
outputNotice5
Text (30)
103
impositionType
Text (60)
Imposition type.
104
impositionName
Text (60)
Imposition name.
105
taxRuleId
Number (18)
106
maxTaxRuleId
Number (18)
107
basisRuleId
Number (18)
108
flexCodeField1
Text (40)
109
flexCodeField2
Text (40)
110
flexCodeField3
Text (40)
111
flexCodeField4
Text (40)
112
flexCodeField5
Text (40)
113
flexCodeField6
Text (40)
114
flexCodeField7
Text (40)
115
flexCodeField8
Text (40)
116
flexCodeField9
Text (40)
117
flexCodeField10
Text (40)
118
flexCodeField11
Text (40)
119
flexCodeField12
Text (40)
120
flexCodeField13
Text (40)
121
flexCodeField14
Text (40)
June 2014
21
Column
Number
Column Name
Data Type
Description
122
flexCodeField15
Text (40)
123
flexCodeField16
Text (40)
124
flexCodeField17
Text (40)
125
flexCodeField18
Text (40)
126
flexCodeField19
Text (40)
127
flexCodeField20
Text (40)
128
flexCodeField21
Text (40)
129
flexCodeField22
Text (40)
130
flexCodeField23
Text (40)
131
flexCodeField24
Text (40)
132
flexCodeField25
Text (40)
133
flexDateField1
Number (8)
134
flexDateField2
Number (8)
135
flexDateField3
Number (8)
136
flexDateField4
Number (8)
137
flexDateField5
Number (8)
138
FlexNumericField1
Number (18.3)
139
FlexNumericField2
Number (18.3)
140
FlexNumericField3
Number (18.3)
142
FlexNumericField4
Number (18.3)
143
FlexNumericField5
Number (18.3)
144
lineItemSynchronizationID
Number (18)
145
transactionSynchronizationID
Number(18)
June 2014
22
GROUP BY
jurisdictionType,
jurisdictionName
June 2014
23
June 2014
24
June 2014
25
Contacting Vertex
You can contact Vertex using any of the following methods:
June 2014
26