Assuming Record Type names are finalized: Accounting Variable Setup
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 must be editable.
When updating Tax Area and Tax Liable, update Sales Tax calculations.
I think 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 VF
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