Overview
212121211
Ad Magic only -
Only for promotional items. not resell items.
50 or 100 sales transactions,
Resales certificate
Not Breaking Game, avalerara, Shopify game
Create a Tax Rate Table
Create a staging table “Tax Rate” with the following fields.
Field Name | Field Type |
|---|---|
State | Picklist |
Zip Code | Text(20) - Key field must be unique |
Tax Region Name | Text(255) |
Estimated Combined Rate | Decimal |
State Rate | Decimal |
Estimated Country Rate | Decimal |
Estimated City Rate | Decimal |
Estimated Special Rate | Decimal |
Risk Level | Integer |
Add the “Zip Code” field to the Tax Area table
Zip Code is a unique external Id field.
Allow the system to match the Tax Area record quickly using a zip code.
When a new Tax Area record is created by the Tax Rate Import routine, it will populate this field using data in the ZipCode column.
How to Import Tax Rates
Use the Salesforce data import wizard to load the Tax Rate data into the staging table.
Create a new button “Import Tax Rate” on the Tax Rate list view.
When the user clicks the button, the system will:
Try to find an existing Tax Area record by zip code.
If the Tax Area record is found, then compare the “Estimated Combined Rate” to Tax Detail’s Tax % field. If the rate is different, then update the existing Tax Detail record. Otherwise, skip and process the next line.
If the Tax Area record is not found, then create a new Tax Area, Tax Jurisdictions, and Tax Detail record.
When creating a new Tax Area record, use {State}-{ZipCode}-{Tax Region Name} as the Tax Area Name.
When creating a new Tax Jurisdiction record, use {State}-{ZipCode}-{Tax Region Name} as the Tax Jurisdiction Name.
When creating a new Tax Detail record, use the value in the “Estimated Combined Rate” column as Tax % and default Tax Group to “Material”.
How to setup Accounts and Alternate Shipping
When an Account record is inserted/updated:
If the Account’s Shipping Zip Code is changed, then the system will try to pull the Tax Area by zip code, if a match is found then populate the Tax Area field, otherwise leave it blank.
If the Account’s Shipping Zip Code is blank then use the Billing Zip Code to search for a Tax Area.
When an Alternate Shipping record is inserted/updated:
If the Alternate Shipping’s Shipping Postal Code is changed, then the system will try to pull the Tax Area by shipping postal code, if a match is found then populate the Tax Area field, otherwise leave it blank.
When to check Tax Liable on the Account and Alternate Shipping???
The Tax Liable field on Account and Alternate Shipping will be checked by the user who set up the account.
Which division is Tax Liable, and which channel???
When a Sales Order is updated:
If the Shipping Post Code is changed, then the system will try to pull the Tax Area by shipping postal code. If a match is found, then the Tax Area field will be populated. Otherwise, it will be left blank. - no need to do it. GoldFinch will pull in Tax Area automatically based on Alternating Shipping or Sell-to. Users can manually update as needed.
[SW] Yes, but all Shipping Address fields are editable.
Sales Order/Sales Invoice Sales Tax Proceces
Division
Sales Channel
Manual order
Potential Issues with this approach:
There will be thousands of Tax Area records, and it will not be user-friendly when it is necessary to look up a tax area code manually in a Sales Order.
Currently, on the Sales Order VF, and Sales Invoice VF, Tax Area is a dropdown list. Talk to Zon to see what option we have….He did something for the Warehouse field. Based on some configurations, or No. of Records, to use either drop-down list, or a typeahead lookup.