Tax Area Defaults and Setup

Assuming Record Type names are finalized: https://mdnusa.atlassian.net/wiki/spaces/AAT/pages/3179380749

• Yes. Approved on 8/9/24

Setup

Add Tax Area lookup field to the Warehouse page.

Sales Order

• When creating a new Sales Order with Record Type = Service Order or Part Sales

  • Default Tax Area from the Warehouse.

  • Tax Liable field, by default, should be true and should be editable.

  • When updating Tax Area and Tax Liable, update Sales Tax calculations.

  • We need a LWC page for Service Order and Part Sales Order, just like what we did for Sales Invoice with Record Type= Part Sales (used to be POS)

• When creating a new Sales Order with Record Type =Trailer Order

  • Use the standard “out of box” Visualforce page.

  • Tax Liable field, by default, should be true

  • Users will manually enter the registration address (using Ship-to Address on the Sales Order) then select a Tax Area.

    • Phase 2 - might need to do validity check between Ship-to Address and Tax Area.

  • Tax Liable field must be editable.

  • When updating Tax Area and Tax Liable, update Sales Tax calculation.

Sales Invoice

• When creating a new Sales Invoice with Record Type = Service Order or Part Sales, default Tax Area from Warehouse.

• Tax Liable field must be editable.

• When updating Tax Area and Tax Liable, update Sales Tax calculation.

• Current LWC can be used for both Record Type = Service Order or Part Sales