public AvaTaxResult CommitTax(string companyCode, string docCode, DocumentType docType)
{
var result = new AvaTaxResult();
var ctr = new CommitTaxRequest
{
CompanyCode = companyCode,
DocCode = docCode,
DocType = ConvertDocType(docType)
};
var svc = GetTaxServiceProxy();
var ctres = svc.CommitTax(ctr);
if (ctres.ResultCode != avt.SeverityLevel.Success)
{
result.Success = false;
result.Messages.Add("CommitTax Failed");
ApplyMessagesToResult(result, ctres.Messages);
}
else
{
result.Success = true;
}
return(result);
}
public static CommitTaxResult Execute(bool inProduction, string strOCN, out string summary)
{
summary = "";
TaxServiceWrapper taxSvcWrapper = new TaxServiceWrapper();
TaxSvc taxSvc = taxSvcWrapper.GetTaxSvcInstance(inProduction);
CommitTaxRequest commitTaxRequest = new CommitTaxRequest();
// Required Parameters
commitTaxRequest.DocCode = strOCN;
commitTaxRequest.DocType = DocumentType.SalesInvoice;
commitTaxRequest.CompanyCode = Properties.Settings.Default.CompanyCode;
// Optional Parameters
//commitTaxRequest.NewDocCode = "INV001";
CommitTaxResult commitTaxResult = taxSvc.CommitTax(commitTaxRequest);
if (!commitTaxResult.ResultCode.Equals(SeverityLevel.Success))
{
foreach (Message message in commitTaxResult.Messages)
{
summary = message.Summary;
}
}
return(commitTaxResult);
}
public CommitTaxResult CommitTax(CommitTaxRequest request)
{
_logger.Info("StubTaxProvider - CommitTax");
return(new CommitTaxResult()
{
IsSuccess = true
});
}
public CommitTaxResult CommitTax(CommitTaxRequest request)
{
var json = JsonConvert.SerializeObject(request);
_logger.Info($"CommitTax - {json}");
var provider = ExternalReportingProvider();
return(provider.CommitTax(request));
}
public virtual ARInvoice CommitExternalTax(ARInvoice doc)
{
if (doc != null && doc.IsTaxValid == true && doc.NonTaxable == false && IsExternalTax(doc.TaxZoneID) && doc.InstallmentNbr == null)
{
if (TaxPluginMaint.IsActive(Base, doc.TaxZoneID))
{
var service = ExternalTax.TaxProviderFactory(Base, doc.TaxZoneID);
CommitTaxRequest request = new CommitTaxRequest();
request.CompanyCode = ExternalTax.CompanyCodeFromBranch(Base, doc.TaxZoneID, doc.BranchID);
request.DocCode = string.Format("AR.{0}.{1}", doc.DocType, doc.RefNbr);
if (doc.DocType == ARDocType.CreditMemo)
{
request.DocType = TaxDocumentType.ReturnInvoice;
}
else
{
request.DocType = TaxDocumentType.SalesInvoice;
}
CommitTaxResult result = service.CommitTax(request);
if (result.IsSuccess)
{
doc.IsTaxPosted = true;
}
else
{
//Avalara retuned an error - The given document is already marked as posted on the avalara side.
if (!result.IsSuccess && result.Messages.Any(t => t.Contains("Expected Posted")))
{
//ignore this error - everything is cool
}
else
{
//show as warning.
StringBuilder sb = new StringBuilder();
foreach (var msg in result.Messages)
{
sb.AppendLine(msg);
}
if (sb.Length > 0)
{
doc.WarningMessage = PXMessages.LocalizeFormatNoPrefixNLA(Messages.PostingToExternalTaxProviderFailed, sb.ToString());
}
}
}
}
}
return(doc);
}
private void buttonCommitTax_Click(object sender, EventArgs e)
{
try
{
//##############################################################################
//### 1st WE CREATE THE REQUEST OBJECT FOR DOCUMENT THAT SHOULD BE COMMITTED ###
//##############################################################################
CommitTaxRequest commitTaxRequest = new CommitTaxRequest();
//###########################################################
//### 2nd WE LOAD THE REQUEST-LEVEL DATA INTO THE REQUEST ###
//###########################################################
commitTaxRequest.CompanyCode = textCompanyCode.Text;
commitTaxRequest.DocType = (DocumentType)comboDocType.SelectedItem;
commitTaxRequest.DocCode = textDocCode.Text;
commitTaxRequest.NewDocCode = textNewDocCode.Text;
//##############################################################################################
//### 3rd WE INVOKE THE COMMITTAX() METHOD OF THE TAXSVC OBJECT AND GET BACK A RESULT OBJECT ###
//##############################################################################################
Util.PreMethodCall(this, lblStatus);
TaxSvc taxSvc = new TaxSvc();
((formMain)this.Owner).SetConfig(taxSvc); //set the Url and Security configuration
_commitTaxResult = taxSvc.CommitTax(commitTaxRequest);
Util.PostMethodCall(this, lblStatus);
//#####################################
//### 4th WE READ THE RESULT OBJECT ###
//#####################################
lblResultCode.Text = _commitTaxResult.ResultCode.ToString();
Util.SetMessageLabelText(lblResultMsg, _commitTaxResult);
commitTaxRequest = null;
taxSvc = null;
}
catch (Exception ex)
{
Util.ShowError(ex);
}
finally
{
Util.PostMethodCall(this, lblStatus);
}
}
public static void Test()
{
string accountNumber = ConfigurationManager.AppSettings["AvaTax:AccountNumber"];
string licenseKey = ConfigurationManager.AppSettings["AvaTax:LicenseKey"];
string serviceURL = ConfigurationManager.AppSettings["AvaTax:ServiceUrl"];
TaxSvc taxSvc = new TaxSvc();
// Header Level Parameters
// Required Header Parameters
taxSvc.Configuration.Security.Account = accountNumber;
taxSvc.Configuration.Security.License = licenseKey;
taxSvc.Configuration.Url = serviceURL;
taxSvc.Configuration.ViaUrl = serviceURL;
taxSvc.Profile.Client = "AvaTaxSample";
// Optional Header Parameters
taxSvc.Profile.Name = "Development";
CommitTaxRequest commitTaxRequest = new CommitTaxRequest();
// Required Parameters
commitTaxRequest.DocCode = "INV001-1";
commitTaxRequest.DocType = DocumentType.SalesInvoice;
commitTaxRequest.CompanyCode = "APITrialCompany";
// Optional Parameters
commitTaxRequest.NewDocCode = "INV001";
CommitTaxResult commitTaxResult = taxSvc.CommitTax(commitTaxRequest);
Console.WriteLine("CommitTaxTest Result: " + commitTaxResult.ResultCode.ToString());
if (!commitTaxResult.ResultCode.Equals(SeverityLevel.Success))
{
foreach (Message message in commitTaxResult.Messages)
{
Console.WriteLine(message.Summary);
}
}
}
public CommitTaxResult CommitTax(CommitTaxRequest request)
{
if (!IsActive)
{
return(new CommitTaxResult()
{
IsSuccess = false,
Messages = new[] { Messages.ServiceIsNotActive }
});
}
else
{
if (WriteTrace)
{
PXTrace.WriteInformation("CommitTax Request: " + JsonConvert.SerializeObject(request, Formatting.Indented));
}
return(new CommitTaxResult()
{
IsSuccess = true,
Messages = new string[0]
});
}
}
public virtual CommitTaxRequest BuildCommitTaxRequestWithFrt(ARInvoice invoice)
{
if (invoice == null)
{
throw new PXArgumentException(nameof(invoice), ErrorMessages.ArgumentNullException);
}
Customer cust = (Customer)Base.customer.View.SelectSingleBound(new object[] { invoice });
CR.Location loc = (CR.Location)Base.location.View.SelectSingleBound(new object[] { invoice });
CommitTaxRequest request = new CommitTaxRequest();
request.CompanyCode = Base1.CompanyCodeFromBranch(invoice.TaxZoneID, invoice.BranchID);
request.CurrencyCode = invoice.CuryID;
request.CustomerCode = cust.AcctCD;
request.TaxRegistrationID = loc?.TaxRegistrationID;
IAddressBase fromAddress = Base1.GetFromAddress(invoice);
IAddressBase toAddress = Base1.GetToAddress(invoice);
if (fromAddress == null)
{
throw new PXException(Messages.FailedGetFrom);
}
if (toAddress == null)
{
throw new PXException(Messages.FailedGetTo);
}
request.OriginAddress = AddressConverter.ConvertTaxAddress(fromAddress);
request.DestinationAddress = AddressConverter.ConvertTaxAddress(toAddress);
request.DocCode = $"AR.{invoice.DocType}.{invoice.RefNbr}";
request.DocDate = invoice.DocDate.GetValueOrDefault();
request.LocationCode = GetExternalTaxProviderLocationCode <ARTran, ARTran.FK.Invoice.SameAsCurrent, ARTran.siteID>(invoice);
request.CustomerUsageType = invoice.AvalaraCustomerUsageType;
if (!string.IsNullOrEmpty(invoice.ExternalTaxExemptionNumber))
{
request.ExemptionNo = invoice.ExternalTaxExemptionNumber;
}
request.DocType = Base1.GetTaxDocumentType(invoice);
Sign sign = Base1.GetDocumentSign(invoice);
PXSelectBase <ARTran> select = new PXSelectJoin <ARTran, LeftJoin <InventoryItem, On <InventoryItem.inventoryID, Equal <ARTran.inventoryID> >,
LeftJoin <Account, On <Account.accountID, Equal <ARTran.accountID> > > >,
Where <ARTran.tranType, Equal <Current <ARInvoice.docType> >,
And <ARTran.refNbr, Equal <Current <ARInvoice.refNbr> >,
And <Where <ARTran.lineType, NotEqual <SOLineType.discount>, Or <ARTran.lineType, IsNull> > > > >,
OrderBy <Asc <ARTran.tranType, Asc <ARTran.refNbr, Asc <ARTran.lineNbr> > > > >(Base);
request.Discount = Base.Document.Current.CuryDiscTot.GetValueOrDefault();
DateTime?taxDate = invoice.OrigDocDate;
bool applyRetainage = Base.ARSetup.Current?.RetainTaxes != true && invoice.IsOriginalRetainageDocument();
/// <summary>
/// Add the following condition and logic per Jira [IP-23]
/// </summary>>
string taxCategory = (Base as SOInvoiceEntry).FreightDetails.Current?.TaxCategoryID;
if (invoice.CuryFreightTot > 0 && GL.Branch.PK.Find(Base, Base.Accessinfo.BranchID).CountryID == Country_US && invoice.TaxZoneID == TaxCloud && !string.IsNullOrEmpty(taxCategory))
{
var line = new TaxCartItem();
line.Index = short.MinValue;
line.Quantity = 1;
line.UOM = "EA";
line.Amount = sign * invoice.CuryFreightTot.GetValueOrDefault();
line.Description = PXMessages.LocalizeNoPrefix(SO.Messages.FreightDesc);
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = "N/A";
line.Discounted = false;
line.TaxCode = taxCategory;
request.CartItems.Add(line);
}
foreach (PXResult <ARTran, InventoryItem, Account> res in select.View.SelectMultiBound(new object[] { invoice }))
{
ARTran tran = (ARTran)res;
InventoryItem item = (InventoryItem)res;
Account salesAccount = (Account)res;
var line = new TaxCartItem();
line.Index = tran.LineNbr ?? 0;
line.Amount = sign * (tran.CuryTranAmt.GetValueOrDefault() + (applyRetainage ? tran.CuryRetainageAmt.GetValueOrDefault() : 0m));
line.Description = tran.TranDesc;
line.DestinationAddress = AddressConverter.ConvertTaxAddress(Base1.GetToAddress(invoice, tran));
line.OriginAddress = AddressConverter.ConvertTaxAddress(Base1.GetFromAddress(invoice, tran));
line.ItemCode = item.InventoryCD;
line.Quantity = Math.Abs(tran.Qty.GetValueOrDefault());
line.UOM = tran.UOM;
line.Discounted = tran.LineType != SOLineType.Freight && request.Discount > 0;
line.RevAcct = salesAccount.AccountCD;
line.TaxCode = tran.TaxCategoryID;
line.CustomerUsageType = tran.AvalaraCustomerUsageType;
if (tran.OrigInvoiceDate != null)
{
taxDate = tran.OrigInvoiceDate;
}
request.CartItems.Add(line);
}
if (applyRetainage)
{
var line = new TaxCartItem();
line.Index = invoice.LineCntr.GetValueOrDefault() + 1;
line.Amount = Sign.Minus * sign * invoice.CuryLineRetainageTotal.GetValueOrDefault();
line.Description = PXMessages.LocalizeFormatNoPrefix(AP.Messages.RetainageForTransactionDescription, GetLabel.For <ARDocType>(invoice.DocType), invoice.RefNbr);
line.DestinationAddress = request.DestinationAddress;
line.OriginAddress = request.OriginAddress;
line.ItemCode = "Retainage";
line.Discounted = false;
line.NonTaxable = true;
request.CartItems.Add(line);
}
if ((invoice.DocType == ARDocType.CreditMemo || invoice.DocType == ARDocType.CashReturn) && invoice.OrigDocDate != null)
{
request.TaxOverride.Reason = Messages.ReturnReason;
request.TaxOverride.TaxDate = taxDate.Value;
request.TaxOverride.TaxOverrideType = TaxOverrideType.TaxDate;
sign = Sign.Minus;
}
return(request);
}
public void Post(Document doc)
{
TXAvalaraSetup avalaraSetup = PXSelect <TXAvalaraSetup> .Select(this);
if (avalaraSetup == null)
{
throw new PXException(Messages.AvalaraSetupNotConfigured);
}
CommitTaxRequest request = new CommitTaxRequest();
request.CompanyCode = AvalaraMaint.CompanyCodeFromBranch(this, doc.BranchID);
request.DocCode = string.Format("{0}.{1}.{2}", doc.Module, doc.DocType, doc.RefNbr);
if (doc.Module == "AP")
{
if (doc.DocType == AP.APDocType.Refund)
{
request.DocType = DocumentType.ReturnInvoice;
}
else
{
request.DocType = DocumentType.PurchaseInvoice;
}
}
else if (doc.Module == "AR")
{
if (doc.DocType == AR.ARDocType.CreditMemo)
{
request.DocType = DocumentType.ReturnInvoice;
}
else
{
request.DocType = DocumentType.SalesInvoice;
}
}
else if (doc.Module == "CA")
{
if (doc.DrCr == CA.CADrCr.CADebit)
{
request.DocType = DocumentType.SalesInvoice;
}
else
{
request.DocType = DocumentType.PurchaseInvoice;
}
}
else
{
throw new PXException(PXMessages.LocalizeFormatNoPrefixNLA(Messages.InvalidModule, doc.Module));
}
CommitTaxResult result = service.CommitTax(request);
bool setPosted = false;
if (result.ResultCode == SeverityLevel.Success)
{
setPosted = true;
}
else
{
//Avalara retuned an error - The given document is already marked as posted on the avalara side.
//Just fix the discrepency by setting the IsTaxPosted=1 in the acumatica document. Do not return this as an error to the user.
if (result.ResultCode == SeverityLevel.Error && result.Messages.Count == 1 && result.Messages[0].Details == "Expected Posted")
{
setPosted = true;
}
}
if (setPosted)
{
if (doc.Module == "AP")
{
PXDatabase.Update <AP.APRegister>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("DocType", PXDbType.Char, 3, doc.DocType, PXComp.EQ),
new PXDataFieldRestrict("RefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
else if (doc.Module == "AR")
{
PXDatabase.Update <AR.ARRegister>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("DocType", PXDbType.Char, 3, doc.DocType, PXComp.EQ),
new PXDataFieldRestrict("RefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
else if (doc.Module == "CA")
{
PXDatabase.Update <CA.CAAdj>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("AdjRefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
}
else
{
StringBuilder sb = new StringBuilder();
foreach (Avalara.AvaTax.Adapter.Message msg in result.Messages)
{
sb.AppendLine(msg.Name + ": " + msg.Details);
}
throw new PXException(sb.ToString());
}
}
public void Post(Document doc)
{
if (!TaxPluginMaint.IsActive(this, doc.TaxZoneID))
{
throw new PXException(Messages.ExternalTaxProviderNotConfigured);
}
var service = TaxProviderFactory(this, doc.TaxZoneID);
var request = new CommitTaxRequest();
request.CompanyCode = ExternalTax.CompanyCodeFromBranch(this, doc.TaxZoneID, doc.BranchID);
request.DocCode = string.Format("{0}.{1}.{2}", doc.Module, doc.DocType, doc.RefNbr);
request.DocType = GetTaxDocumentType(doc);
CommitTaxResult result = service.CommitTax(request);
bool setPosted = false;
if (result.IsSuccess)
{
setPosted = true;
}
else
{
//Avalara retuned an error - The given document is already marked as posted on the avalara side.
//Just fix the discrepency by setting the IsTaxPosted=1 in the acumatica document. Do not return this as an error to the user.
if (!result.IsSuccess && result.Messages.Any(t => t.Contains("Expected Posted")))
{
setPosted = true;
}
}
if (setPosted)
{
if (doc.Module == BatchModule.AP)
{
PXDatabase.Update <AP.APRegister>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("DocType", PXDbType.Char, 3, doc.DocType, PXComp.EQ),
new PXDataFieldRestrict("RefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
else if (doc.Module == BatchModule.AR)
{
PXDatabase.Update <AR.ARRegister>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("DocType", PXDbType.Char, 3, doc.DocType, PXComp.EQ),
new PXDataFieldRestrict("RefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
else if (doc.Module == BatchModule.CA)
{
PXDatabase.Update <CA.CAAdj>(
new PXDataFieldAssign("IsTaxPosted", true),
new PXDataFieldRestrict("AdjRefNbr", PXDbType.NVarChar, 15, doc.RefNbr, PXComp.EQ)
);
}
}
else
{
StringBuilder sb = new StringBuilder();
foreach (var msg in result.Messages)
{
sb.AppendLine(msg);
}
throw new PXException(sb.ToString());
}
}
