public static void CalculateAvalaraTax(OpportunityMaint rg, CROpportunity order)
{
TaxSvc service = new TaxSvc();
AvalaraMaint.SetupService(rg, service);
AddressSvc addressService = new AddressSvc();
AvalaraMaint.SetupService(rg, addressService);
GetTaxRequest getRequest = null;
bool isValidByDefault = true;
if (order.IsTaxValid != true)
{
getRequest = BuildGetTaxRequest(rg, order);
if (getRequest.Lines.Count > 0)
{
isValidByDefault = false;
}
else
{
getRequest = null;
}
}
if (isValidByDefault)
{
PXDatabase.Update <CROpportunity>(
new PXDataFieldAssign("IsTaxValid", true),
new PXDataFieldRestrict("OpportunityID", PXDbType.NVarChar, CROpportunity.OpportunityIDLength, order.OpportunityID, PXComp.EQ)
);
return;
}
GetTaxResult result = service.GetTax(getRequest);
if (result.ResultCode == SeverityLevel.Success)
{
try
{
ApplyAvalaraTax(rg, order, result);
PXDatabase.Update <CROpportunity>(
new PXDataFieldAssign("IsTaxValid", true),
new PXDataFieldRestrict("OpportunityID", PXDbType.NVarChar, CROpportunity.OpportunityIDLength, order.OpportunityID, PXComp.EQ)
);
}
catch (Exception ex)
{
throw new PXException(ex, TX.Messages.FailedToApplyTaxes);
}
}
else
{
LogMessages(result);
throw new PXException(TX.Messages.FailedToGetTaxes);
}
}
protected override void CalcTotals(object row, bool CalcTaxes)
{
string taxZondeID = CurrentDocument?.TaxZoneID;
bool isExternalTax = AvalaraMaint.IsExternalTax(Base, taxZondeID);
bool doCalc = _NoSumTotals == false && CalcTaxes && !isExternalTax;
if (doCalc && CurrentDocument != null)
{
ResetDiscrepancy(Base);
}
base.CalcTotals(row, doCalc);
}
protected static void ApplyAvalaraTax(OpportunityMaint rg, CROpportunity order, GetTaxResult result)
{
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
TaxZone taxZone = (TaxZone)PXSetup <TaxZone, Where <TaxZone.taxZoneID, Equal <Required <CROpportunity.taxZoneID> > > > .Select(rg, order.TaxZoneID);
AP.Vendor vendor = PXSelect <AP.Vendor, Where <AP.Vendor.bAccountID, Equal <Required <AP.Vendor.bAccountID> > > > .Select(rg, taxZone.TaxVendorID);
if (vendor == null)
{
throw new PXException(Messages.ExternalTaxVendorNotFound);
}
//Clear all existing Tax transactions:
foreach (PXResult <CRTaxTran, Tax> res in rg.Taxes.View.SelectMultiBound(new object[] { order }))
{
CRTaxTran taxTran = (CRTaxTran)res;
rg.Taxes.Delete(taxTran);
}
rg.Views.Caches.Add(typeof(Tax));
for (int i = 0; i < result.TaxSummary.Count; i++)
{
string taxID = AvalaraMaint.GetTaxID(result.TaxSummary[i]);
//Insert Tax if not exists - just for the selectors sake
Tax tx = PXSelect <Tax, Where <Tax.taxID, Equal <Required <Tax.taxID> > > > .Select(rg, taxID);
if (tx == null)
{
tx = new Tax();
tx.TaxID = taxID;
//tx.Descr = string.Format("Avalara {0} {1}%", taxID, Convert.ToDecimal(result.TaxSummary[i].Rate)*100);
tx.Descr = PXMessages.LocalizeFormatNoPrefixNLA(TX.Messages.AvalaraTaxId, taxID);
tx.TaxType = CSTaxType.Sales;
tx.TaxCalcType = CSTaxCalcType.Doc;
tx.TaxCalcLevel = avalaraSetup.IsInclusiveTax == true ? CSTaxCalcLevel.Inclusive : CSTaxCalcLevel.CalcOnItemAmt;
tx.TaxApplyTermsDisc = CSTaxTermsDiscount.ToTaxableAmount;
tx.SalesTaxAcctID = vendor.SalesTaxAcctID;
tx.SalesTaxSubID = vendor.SalesTaxSubID;
tx.ExpenseAccountID = vendor.TaxExpenseAcctID;
tx.ExpenseSubID = vendor.TaxExpenseSubID;
tx.TaxVendorID = taxZone.TaxVendorID;
tx.IsExternal = true;
rg.Caches[typeof(Tax)].Insert(tx);
}
CRTaxTran tax = new CRTaxTran();
tax.OpportunityID = order.OpportunityID;
tax.TaxID = taxID;
tax.CuryTaxAmt = Math.Abs(result.TaxSummary[i].Tax);
tax.CuryTaxableAmt = Math.Abs(result.TaxSummary[i].Taxable);
tax.TaxRate = Convert.ToDecimal(result.TaxSummary[i].Rate) * 100;
rg.Taxes.Insert(tax);
}
rg.Opportunity.SetValueExt <CROpportunity.curyTaxTotal>(order, Math.Abs(result.TotalTax));
try
{
rg.SkipAvalaraTaxProcessing = true;
rg.Save.Press();
}
finally
{
rg.SkipAvalaraTaxProcessing = false;
}
}
protected static GetTaxRequest BuildGetTaxRequest(OpportunityMaint rg, CROpportunity order)
{
if (order == null)
{
throw new PXArgumentException(ErrorMessages.ArgumentNullException);
}
BAccount cust = (BAccount)PXSelect <BAccount,
Where <BAccount.bAccountID, Equal <Required <BAccount.bAccountID> > > > .
Select(rg, order.BAccountID);
Location loc = (Location)PXSelect <Location,
Where <Location.bAccountID, Equal <Required <Location.bAccountID> >, And <Location.locationID, Equal <Required <Location.locationID> > > > > .
Select(rg, order.BAccountID, order.LocationID);
IAddressBase addressFrom = GetFromAddress(rg);
IAddressBase addressTo = GetToAddress(rg, order);
if (addressFrom == null)
{
throw new PXException(Messages.FailedGetFromAddressSO);
}
if (addressTo == null)
{
throw new PXException(Messages.FailedGetToAddressSO);
}
var avalaraSetup = (TXAvalaraSetup)PXSetupOptional <TXAvalaraSetup> .Select(rg);
GetTaxRequest request = new GetTaxRequest();
request.CompanyCode = AvalaraMaint.CompanyCodeFromBranch(rg, rg.Accessinfo.BranchID);
request.CurrencyCode = order.CuryID;
request.CustomerCode = cust.AcctCD;
request.OriginAddress = AvalaraMaint.FromAddress(addressFrom);
request.DestinationAddress = AvalaraMaint.FromAddress(addressTo);
request.DetailLevel = DetailLevel.Summary;
request.DocCode = string.Format("CR.{0}", order.OpportunityID);
request.DocDate = order.CloseDate.GetValueOrDefault();
int mult = 1;
if (!string.IsNullOrEmpty(loc.CAvalaraCustomerUsageType))
{
request.CustomerUsageType = loc.CAvalaraCustomerUsageType;
}
if (!string.IsNullOrEmpty(loc.CAvalaraExemptionNumber))
{
request.ExemptionNo = loc.CAvalaraExemptionNumber;
}
request.DocType = DocumentType.SalesOrder;
PXSelectBase <CROpportunityProducts> select = new PXSelectJoin <CROpportunityProducts,
LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <CROpportunityProducts.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <InventoryItem.salesAcctID> > > >,
Where <CROpportunityProducts.cROpportunityID, Equal <Current <CROpportunity.opportunityID> > >,
OrderBy <Asc <CROpportunityProducts.cROpportunityProductID> > >(rg);
foreach (PXResult <CROpportunityProducts, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { order }))
{
CROpportunityProducts tran = (CROpportunityProducts)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
Line line = new Line();
line.No = Convert.ToString(tran.CROpportunityProductID);
line.Amount = mult * tran.CuryAmount.GetValueOrDefault();
line.Description = tran.TransactionDescription;
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = item.InventoryCD;
line.Qty = Math.Abs(Convert.ToDouble(tran.Qty.GetValueOrDefault()));
line.Discounted = request.Discount > 0;
line.TaxIncluded = avalaraSetup.IsInclusiveTax == true;
if (avalaraSetup != null && avalaraSetup.SendRevenueAccount == true)
{
line.RevAcct = salesAccount.AccountCD;
}
line.TaxCode = tran.TaxCategoryID;
request.Lines.Add(line);
}
return(request);
}
