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AvaTax for Dynamics AX 2012 R3

Code Change Document

Version 1.0

Revision date: 6/18/14

Product release #: AvaTax for Microsoft Dynamics AX 2012 R3 Version AX 6.3.164.0.01.00

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Install Document AvaTax Connector for MS Dynamics AX 2012 R3 <MS Dynamics AX Connector Build AX 6.3.164.0.01.00>

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Table of Contents 1. OVERVIEW ............................................................................................................................... 4 2. TABLES ..................................................................................................................................... 5

1. TaxData ................................................................................................................................... 5 2. TmpTaxWorkTrans................................................................................................................. 6 3. TaxOnItem .............................................................................................................................. 9 4. TaxGroupData......................................................................................................................... 9 5. TaxTable ............................................................................................................................... 10

6. TaxLedgerAccountGroup ..................................................................................................... 11 7. TaxReportPeriod ................................................................................................................... 11 8. TaxPeriodHead ..................................................................................................................... 12 9. TaxAuthorityAddress ............................................................................................................ 13

10. TaxGroupHeading............................................................................................................... 13 11. TaxItemGroupHeading ....................................................................................................... 14

12. SalesParameters .................................................................................................................. 14 13. LogisticsPostalAddress ....................................................................................................... 14 14. SalesTable ........................................................................................................................... 15

15. MarkupTrans ....................................................................................................................... 16 3. MAP .......................................................................................................................................... 17

1. LogisticsPostalAddressMap .................................................................................................. 17 4. CLASSES ................................................................................................................................. 19

1. SalesQuotationEditLinesForm_Sales_Confir ....................................................................... 19

2. SalesQuotationEditLinesForm_Sales_Send ......................................................................... 20 3. SalesInvoiceJournalPost ....................................................................................................... 20

4. CustPostInvoice .................................................................................................................... 21

5. SalesTotals_ParmTrans......................................................................................................... 22

6. SalesInvoiceJournalCreate .................................................................................................... 22 7. ApplicationVersion ............................................................................................................... 23

8. Tax ........................................................................................................................................ 23 9. SalesTableForm .................................................................................................................... 28 10. NumberSeqModuleSalesOrder ........................................................................................... 28

11. SalesTotals .......................................................................................................................... 29 12. SalesTableListPageInteraction ............................................................................................ 29

5. FORMS ..................................................................................................................................... 30 1. CustFreeInvoice .................................................................................................................... 30 2. SalesQuotationTable ............................................................................................................. 31 3. SalesTable ............................................................................................................................. 32

4. SalesTableListPage ............................................................................................................... 34 5. LogisticsPostalAddress ......................................................................................................... 35

6. CUSTTABLE ..................................................................................................................... 40

7. CUSTTABLELISTPAGE .................................................................................................. 41 6. Number Sequence ..................................................................................................................... 43 Ava_Head ..................................................................................................................................... 43 7. MENU ....................................................................................................................................... 44 8. TABLES (Project Integration) .................................................................................................. 46

1. ProjProposalJour ................................................................................................................... 46


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2. TmpTaxWorkTrans............................................................................................................... 47 9. CLASSES (Project Integration) ................................................................................................ 50

1. ProjInvoiceJournalCreate ...................................................................................................... 50 2. ProjInvoiceJournalPost ......................................................................................................... 51 3. TaxProj .................................................................................................................................. 51 4. SalesQuotationEditLinesForm_Proj_Send ........................................................................... 54 5. SalesQuotationEditLinesForm_Proj_Confir ......................................................................... 55

10. FORMS (Project Integration) ................................................................................................. 56 1. SalesQuotationProjTable ...................................................................................................... 56 2. ProjInvoiceProposalDetail .................................................................................................... 57 3. ProjInvoiceProposalListPage ................................................................................................ 57 4. ProjInvoiceTotals .................................................................................................................. 58


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1. OVERVIEW

To install the AvaTax connector for MS Dynamics AX 2012 R3

The process is divided into sections as per the AOT.

Standard followed in the AvaTax connector-

1. Any code changes / addition to the core product (MS Dynamics AX 2012 R3) is within ‘//@AVA +‘ & ‘//@AVA -’

2. While looking for any AvaTax connector code within native code one should search for ‘AVA’ and proceed.

3. Try looking for a single commented lines (especially the END; statements) they are mentioned by a ‘//@AVA -’

All objects/global includes the three alphabets ‘AVA’ in their version List in order to recognize that this global object is being used by AvaTax code

Common step for all the following lists 1. Open MS Dynamics AX 2012 R3. point to the database which has a backup copy 2. Warning: Do not point to a live database / SQL instance. Any loss to critical data because of the

following integration process shall be on the client’s risk if the data is live/production. 3. Open the AOT for making any changes to the native AX related to the connector

Note: This document is divided into two parts; first part represents code changes related to AR integration

and second part represents code changes related to Project integration.


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2. TABLES

AvaTax change the following tables:

S. No. Object ID Name

1. 429 TaxData

2. 550 TmpTaxWorkTrans

3. 434 TaxOnItem

4. 430 TaxGroupData

5. 439 TaxTable

6. 433 TaxLedgerAccountGroup

7. 437 TaxReportPeriod

8. 436 TaxPeriodHead

9. 427 TaxAuthorityAddress

10. 431 TaxGroupHeading

11. 432 TaxItemGroupHeading

12. 367 SalesParameters

13. 2941 LogisticsPostalAddress

14. 366 SalesTable

15. 230 MarkupTrans

1. TaxData

Method Name Modifications

1. initTaxData

Create this new method with below code. /// <summary> /// Initialization of taxData table /// </summary> /// <param name="_taxCode"> /// TaxCode _taxCode /// </param> server void initTaxData(TaxCode _taxCode) { ; this.taxCode = _taxCode; }

2. findTaxCode Create this new method with below code. /// <summary> /// Method finds tax code /// </summary> /// <param name="_taxCode"> /// TaxCode _taxCode /// </param> /// <param name="_forupdate">


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/// boolean _forupdate = false /// </param> /// <param name="_concurrencyModel"> /// ConcurrencyModel _concurrencyModel = ConcurrencyModel::Auto /// </param> /// <returns> /// TaxData taxData /// </returns> public static TaxData findTaxCode( TaxCode _taxCode, boolean _forupdate = false, ConcurrencyModel _concurrencyModel = ConcurrencyModel::Auto) { TaxData taxData; ; if(_taxCode) { taxData.selectForUpdate(_forupdate); if (_forupdate && _concurrencyModel != ConcurrencyModel::Auto) { taxData.concurrencyModel(_concurrencyModel); } select firstonly taxData where taxData.TaxCode == _taxCode; } return taxData; }

2. TmpTaxWorkTrans


showTaxValue

Insert the highlighted lines as specified hereunder:

// BP Deviation Documented

server display TaxValue showTaxValue()

{

TaxValue taxValue;

// @AVA +

TaxGroup taxGroup;

Container conAmtNumber;

Ava_taxEngine taxEngine = new Ava_taxEngine();

//BP Deviation Documented

int detailNumber = 3;

TaxCode prevTaxCode;

SysGlobalCache globalCache = Infolog.globalCache();

// @AVA -

// <GIN>

SalesPurchJournalLine_IN salesPurchJournalLine;


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// </GIN>

;

// @AVA +

#AVA_Macro


if ((AVA_Configuration::find().TaxGroupId == this.TaxGroup ) ||

(substr(AVA_Configuration::find().TaxGroupId,1,6) ==

substr(this.TaxGroup,1,6)))

{

TaxGroup = this.TaxGroup;

if (this.SourceTableId == tablename2id(tablestr(SalesLine)))

{

ConAmtNumber =

TaxEngine.SalesTaxDataUpdate(this.TaxCode, this.SourceRecId,

DetailNumber, '', PrevTaxCode, True);

}

if (this.SourceTableId == tablename2id(tablestr(CustInvoiceLine)))

{

ConAmtNumber =

TaxEngine.CustInvoiceTaxDataUpdate(this.TaxCode, this.SourceRecId,


}

if (this.SourceTableId == tablename2id(tablestr(MarkupTrans)))

{

ConAmtNumber =

TaxEngine.MarkupTaxDataUpdate(this.TaxCode, this.SourceRecId,


}

if (this.SourceTableId ==

tablename2id(tablestr(SalesQuotationLine)))

{

ConAmtNumber =

TaxEngine.SalesQuotationTaxDataUpdate(this.TaxCode,

this.SourceRecId, DetailNumber, '', PrevTaxCode, True);

}


tablename2id(tablestr(projProposalOnAcc)))

{

ConAmtNumber =

TaxEngine.projProposalOnAccTaxDataUpdate(this.TaxCode,


}


tablename2id(tablestr(projProposalItem)))

{

ConAmtNumber =

TaxEngine.projProposalItemTaxDataUpdate(this.TaxCode,


}


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tablename2id(tablestr(projProposalEmpl)))

{

ConAmtNumber =

TaxEngine.projProposalEmplTaxDataUpdate(this.TaxCode,


}


tablename2id(tablestr(projProposalRevenue)))

{

ConAmtNumber =

TaxEngine.projProposalRevenueTaxDataUpdate(this.TaxCode,


}


tablename2id(tablestr(projProposalCost)))

{

ConAmtNumber =

TaxEngine.projProposalCostTaxDataUpdate(this.TaxCode,


}


TaxValue = Conpeek(ConAmtNumber,1);


DetailNumber = Conpeek(ConAmtNumber,2);


PrevTaxCode = Conpeek(ConAmtNumber,3);


globalCache.set(#TmpTaxWorkTrans, 0,PrevTaxCode);


globalCache.set(#TmpTaxWorkTrans, 1,int2str(DetailNumber));

}

else // @AVA -

if (this.TaxCode && this.TransDate)

{

// <GIN>

if (TaxParameters::checkTaxParameters_IN() &&

TaxTable::find(this.TaxCode).TaxType_IN != TaxType_IN::None)

{

salesPurchJournalLine =

Tax::getSalesPurchJournalLine_IN(this.SourceRecId,

this.SourceTableId);

taxValue = this.showTaxValue_IN(salesPurchJournalLine);

}

else

{

// </GIN>

taxValue = TaxData::percent(this.TaxCode,


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this.CalculationDate,

this.TaxBaseAmount);

// <GIN>

}

// </GIN>

}

return taxValue;

}

3. TaxOnItem


initTaxOnItem

Create this new method with below code.

/// <summary> /// Initialization tax on item table /// </summary> /// <param name="_taxItemGroup"> /// TaxItemGroup _taxItemGroup /// </param> /// <param name="_taxCode"> /// TaxCode _taxCod /// </param> server void initTaxOnItem( TaxItemGroup _taxItemGroup, TaxCode _taxCode) { ; this.TaxItemGroup = _taxItemGroup; this.TaxCode = _taxCode; }

4. TaxGroupData


initTaxGroupData Create this new method with below code.

/// <summary>

/// Initialization of the taxGroupData table

/// </summary>

/// <param name="_taxGroup">

/// TaxGroup _taxGroup

/// </param>

/// <param name="_taxCode">

/// TaxCode _taxCode)


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/// </param>

server void initTaxGroupData(

TaxGroup _taxGroup,

TaxCode _taxCode)

{

;

this.TaxGroup = _taxGroup;

this.TaxCode = _taxCode;

}

5. TaxTable


initTaxTable Create this new method with below code.

/// <summary>

/// Initialization fileds on the taxTable table

/// </summary>

/// <param name="_taxCode">

/// TaxCode _taxCode

/// </param>

/// <param name="_taxName">

/// TaxName _taxName

/// </param>

/// <param name="_taxPeriod">

/// TaxPeriod _taxPeriod

/// </param>

/// <param name="_taxAccountGroup">

/// TaxAccountGroup _taxAccountGroup

/// </param>

/// <param name="_taxLimitBase">

/// TaxLimitBase _taxLimitBase

/// </param>

/// <param name="_currencyCode">

/// CurrencyCode _currencyCode

/// </param>

server void initTaxTable(

TaxCode _taxCode,

TaxName _taxName,

TaxPeriod _taxPeriod,

TaxAccountGroup _taxAccountGroup,

TaxLimitBase _taxLimitBase,

CurrencyCode _currencyCode)

{

;

this.TaxCode = _taxCode;

this.TaxName = _taxName;

this.TaxPeriod = _taxPeriod;


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this.TaxAccountGroup = _taxAccountGroup;

this.TaxLimitBase = _taxLimitBase;

this.TaxCurrencyCode = _currencyCode;

}

6. TaxLedgerAccountGroup


initTaxLedgerAcc

ount


/// <summary>

/// Method added value into TaxLedgerAccountGroup table, field

taxAccountGroup

/// </summary>

/// <param name="_taxAccountGroup">

/// TaxAccountGroup _taxAccountGroup)

/// </param>

//@AVA +-

server void initTaxLedgerAccount(TaxAccountGroup _taxAccountGroup)

{

;

this.TaxAccountGroup = _TaxAccountGroup;

}

7. TaxReportPeriod


initTaxPeriod Create this new method with below code.

/// <summary>

/// Method added values into taxReportPeriod table

/// </summary>



/// </param>

/// <param name="_fromDate">

/// TaxPeriodDate _fromDate

/// </param>

/// <param name="_toDate">

/// TaxPeriodDate _toDate

/// </param>

//@AVA +-

server void initTaxPeriod(


TaxPeriodDate _fromDate,

TaxPeriodDate _toDate)

{


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;


this.FromDate = _fromDate;

this.ToDate = _toDate;

}

8. TaxPeriodHead


initTaxPeriodHead Create this new method with below code.

/// <summary>

/// Method added values into taxPeriodHead table

/// </summary>



/// </param>

/// <param name="_taxAuth">

/// TaxAuthority _taxAuth

/// </param>

/// <param name="_name">

/// Name _name

/// </param>

/// <param name="_periodUnit">

/// PeriodUnit _periodUnit

/// </param>

/// <param name="_qty">

/// Days _qty

/// </param>

//@AVA +-

server void initTaxPeriodHead(


TaxAuthority _taxAuth,

Name _name,

PeriodUnit _periodUnit,

Days _qty)

{

;


this.TaxAuthority = _taxAuth;

this.Name = _name;

this.PeriodUnit = _periodUnit;

this.QtyUnit = _qty;

}


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9. TaxAuthorityAddress


initTaxAuthCode Create this new method with below code.

/// <summary>

/// Method added values into taxAuthorityAddress table

/// </summary>

/// <param name="_taxAuth">

/// TaxAuthority _taxAuth

/// </param>


/// Name _name

/// </param>

//@AVA +-

server void initTaxAuthCode(

TaxAuthority _taxAuth,

Name _name)

{

;

this.TaxAuthority = _taxAuth;

this.Name = _name;

}

10. TaxGroupHeading


initTaxGrpCode Create this new method with below code.

/// <summary>

/// Method added values into taxGroupHeading table

/// </summary>

/// <param name="_taxGrp">

/// TaxGroup _taxGrp

/// </param>

/// <param name="_taxGrpName">

/// TaxGroupName _taxGrpName

/// </param>

//@AVA +-

server void initTaxGrpCode(

TaxGroup _taxGrp,

TaxGroupName _taxGrpName)

{

;


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this.TaxGroup = _taxGrp;

this.TaxGroupName = _taxGrpName;

}

11. TaxItemGroupHeading


initTaxItemGrpC

ode


/// <summary>

/// Method added values into taxItemGroupHeading table

/// </summary>

/// <param name="_taxItemGrp">

/// TaxItemGroup _taxItemGrp

/// </param>


/// Name _name

/// </param>

//@AVA +-

server void initTaxItemGrpCode(

TaxItemGroup _taxItemGrp,

Name _name)

{

;

this.TaxItemGroup = _taxItemGrp;

this.Name =_name;

}

12. SalesParameters


numRefAVANum


static client server NumberSequenceReference numRefAVANum()

{

return

NumberSeqReference::findReference(extendedTypeNum(AVA_HeaderId)

);

}

13. LogisticsPostalAddress


initFromAVA_Ad

dressValidation



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server void initFromAVA_AddressValidation (AVA_AddressValidation

_addressValidation)

{

if (_addressValidation.parmAddressing())

{

this.Address = _addressValidation.parmAddressing();

this.City = _addressValidation.parmCity();

this.State = _addressValidation.parmState();

this.CountryRegionId = _addressValidation.parmCountry();

this.County = _addressValidation.parmCounty();

this.Zipcode = _addressValidation.parmZip();

this.Street = _addressValidation.parmLine1();

}

}

initFromAVA_tm

pValidAddress


/// <summary>

/// Initialization of Address table

/// </summary>

/// <param name="_tmpValidAddress">

/// AVA_tmpValidAddress _tmpValidAddress

/// </param>

// @AVA +-

server void initFromAVA_tmpValidAddress(AVA_tmpValidAddress

_tmpValidAddress)

{

;

this.City = _tmpValidAddress.City;

this.State = _tmpValidAddress.State;

this.CountryRegionId = _tmpValidAddress.Country;

this.County = _tmpValidAddress.County;

this.Zipcode = _tmpValidAddress.Zipcode;

this.Street = _tmpValidAddress.Address1;

this.Address = _tmpValidAddress.Address;

}

14. SalesTable


1. checkAgainst

CreditLimit

Search the line “this.Touched = NoYes::No; }” and “return ret;” and

insert the following code in between

// @AVA+

if (!Ava_Configuration::find().DisableTaxCalculation)

{

this.Touched = NoYes::Yes;

}

//@AVA-


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2. setEstimate

Search the line “hasEstimatedChanged = (this.Estimate !=

estimatedOld); }}” and “this.Touched = NoYes::No;” and insert the

following code in between

// @AVA+

if (!Ava_Configuration::find().DisableTaxCalculation)

{

this.Touched = NoYes::Yes;

}

else

// @AVA-

15. MarkupTrans


taxCombinationA

llowed

Search the line “if (markupTable.CustType == MarkupType::CustVend ||

markupTable.VendType == MarkupType::CustVend)

return true;” and “return !Tax::potentialSalesTax(this.TaxGroup,

this.TaxItemGroup, systemdateget(), this.taxModuleType());” and insert

the following code in between

// @AVA +

if ((this.TaxGroup == AVA_Configuration::find().TaxGroupId) ||

(substr(AVA_Configuration::find().TaxGroupId,1,6) ==

substr(this.TaxGroup,1,6)))

return true;

else // @AVA -


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3. MAP


1. 3110 LogisticsPostalAddressMap

1. LogisticsPostalAddressMap

Create mapping for AVA_tmpInputAddress as follows:


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Create mapping for AVA_tmpValidAddress as follows:


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4. CLASSES

S. No.

Object ID Name

1. 685 SalesQuotationEditLinesForm_Sales_Confir

2. 686 SalesQuotationEditLinesForm_Sales_Send

3. 1019307 SalesInvoiceJournalPost

4. 77 CustPostInvoice

5. 547 SalesTotals_ParmTrans

6. 1019305 SalesInvoiceJournalCreate

7. 758 ApplicationVersion

8. 583 Tax

9. 1235 SalesTableForm

10. 1018435 NumberSeqModuleSalesOrder

11. 546 SalesTotals

12. SalesTableListPageInteraction

1. SalesQuotationEditLinesForm_Sales_Confir


1. Class Declaration Declare the following variable // @AVA + int64 ArrLine []; int line; // @AVA -

2. createJournal

1. Declare the following variable AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); //@AVA +- 2. Search the line “salesQuotationTotals.prepareQuantitiesCalculation();” and “this.tax(salesQuotationTotals.tax());” and insert the following code in between

TaxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA +-

3. createSalesLines

1. Declare the following variable int Line = 1; // @AVA +- 2. Search the line “salesDeliverySchedule.insert(); }” and “// PBA Begin if (salesQuotationLineUpdate.ItemPBAId)” and insert the following code in between // @AVA + Line++;


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ArrLine [Line] = salesLine.RecId; // @AVA -

4. updateNow

1. Declare the following variable AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); // @AVA +- MarkupTrans markupTrans; 2. Search the line “this.createSalesLines(salesQuotationTable, salesTableCreated);” and “} } this.writeJournalLine();” and insert the following code in between // @AVA + while select RecId from markupTrans where markupTrans.TransTableId == salesTableCreated.TableId && markupTrans.TransRecId == salesTableCreated.RecId { line++; ArrLine [Line] = markupTrans.RecId; } // @AVA - TaxEngine.CopyAvaTables(salesQuotationTable.QuotationId, salesTableCreated.SalesId, ArrLine); // @AVA +-

2. SalesQuotationEditLinesForm_Sales_Send


createJournal

1. Declare the following variable AVA_TaxEngine TaxEngine = New AVA_TaxEngine();// @AVA +- 2. Search the line “salesQuotationTotals.totalAmountCashDiscOnInvoice(true); }” and “this.tax(salesQuotationTotals.tax());” and insert the following code in between taxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA +-

3. SalesInvoiceJournalPost


1. postJournalPost

1. Declare the following variable AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // AVA +- 2. Search the line “this.deleteFullyInvoiced();


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” and closing bracket “}” and insert the following code in between // @AVA + if (custInvoiceJour.InvoiceId && !this.isProforma()) AVA_TaxEngine.CommitTax(custInvoiceJour.InvoiceId, SalesParmTable.salesTable().TaxGroup, salesParmTable.salesTable().SalesType); // @AVA

2. postFailed

1. Declare the following variable AVA_TaxEngine taxEngine = new AVA_TaxEngine(); // @AVA +- 2. Search the line “super(_logText);” and closing bracket “}” and insert the following code in between // @AVA + if (custInvoiceJour.InvoiceId && !this.isProforma()) taxEngine.CancelTax(custInvoiceJour.InvoiceId, SalesParmTable.salesTable().TaxGroup,SalesParmTable.salesTable().SalesType); // @AVA -

4. CustPostInvoice


runInternal 1. Declare the following variable AVA_TaxEngine taxEngine = new AVA_TaxEngine(); // @AVA +- 2. Search the line “voucher = custInvoiceTable.mcrLedgerVoucher; }” and “if (!voucher)” and insert the following code in between TaxEngine.GetTax(CustInvoiceTable, CustInvoiceTable.InvoiceDate, False, NULL, Ava_documentType::SalesInvoice, InvoiceId); // @AVA +- 3. search the line “isPostingOK = true;” and

“TradeBLWIFormCodes::initclassFromCust(custInvoiceJour, TradeBLWITypeOfForm::CustInvoiceJour, TradeBLWITypeOfForm::CustFreeInvoice);” and insert the following code in between

taxEngine.CommitTax(invoiceId, custInvoiceTable.TaxGroup); // @AVA +-


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4.Search the line “sourceDocumentHeader.update();” and “ttscommit;” and insert the following code in between // @AVA + if(!isPostingOK) taxEngine.CancelTax(invoiceId, custInvoiceTable.TaxGroup); // @AVA -

5. SalesTotals_ParmTrans


1. showTax 1. Declare the following variable AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // @AVA +- ; 2. Search the line “salesTotals = SalesTotals::construct(_salesParmTable.salesTable(), _specQty, AccountOrder::None, _salesParmTable.ParmId, '',_salesParmTable.Ordering);” and “salesTotals.calc();” and insert the following code AVA_TaxEngine.GetTax(_salesParmTable.salesTable(), _salesParmTable.Transdate, True, _salesParmTable ); // @AVA +-

6. SalesInvoiceJournalCreate


1. initJournalHeader

1. Add the following variable and macro declaration: // @AVA + AVA_TaxEngine ava_TaxEngine = New AVA_TaxEngine(); #AVA_Macro ; // @AVA - 2. Search the line “super();“ and insert the following code thereafter // @AVA + if (!salesParmTable.salesTable().ProjId) { if (salesParmUpdate.Proforma) ava_TaxEngine.GetTax(salesParmTable.salesTable(), salesParmTable.Transdate, true, salesParmTable); else AVA_TaxEngine.GetTax(salesTable, salesParmTable.Transdate, false, salesParmTable, ava_DocumentType::SalesInvoice, custInvoiceJour.InvoiceId); } // @AVA -


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7. ApplicationVersion


AVA_BuildNo

Create this new method with below code. /// <summary> /// Returns the version number of the Avatax connector in the layer where this method is defined. /// </summary> /// <returns> /// The version number. /// </returns> /// <remarks> /// The version number is displayed in the About box. Even when it is overlayered. /// </remarks> static client str AVA_BuildNo() { #AVA_Macro return #ConnectorVersion; }

8. Tax


1. Class Declaration

Declare the following variable // @AVA + Int detailNumber; Container conAmtNumber; TaxCode prevTaxCode; InvoiceId AVA_invoiceId; SysGlobalCache globalCacheInvoiceId; // @AVA -

2. allocateInTaxWorkTrans

1. Declare the following variable // @AVA + AVA_TaxEngine taxEngine = new Ava_TaxEngine(); TaxGroup taxGroup; // @AVA -


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2. Search the line “taxWorkTrans.SourceBaseAmountCur = sourceCurrency.amount_Instance(taxWorkTrans.SourceBaseAmountCur);}// </GBR>” and “} taxWorkTrans.TaxInCostPrice = sourceCurrency.amount_Instance(taxWorkTrans.TaxInCostPrice);” and insert the following code in between } // @AVA + if ((AVA_Configuration::find().TaxGroupId == taxWorkTrans.TaxGroup ) || (substr(AVA_Configuration::find().TaxGroupId,1,6) == substr(taxWorkTrans.TaxGroup,1,6))) { taxGroup = taxWorkTrans.TaxGroup; if (taxWorkTrans.SourceTableId == tablename2id(tablestr(SalesLine))) { ConAmtNumber = TaxEngine.SalesTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(CustInvoiceLine))) { ConAmtNumber = TaxEngine.CustInvoiceTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(MarkupTrans))) { ConAmtNumber = TaxEngine.MarkupTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(SalesQuotationLine))) { ConAmtNumber = TaxEngine.SalesQuotationTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalOnAcc))) { ConAmtNumber = TaxEngine.projProposalOnAccTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalItem))) {


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ConAmtNumber = TaxEngine.projProposalItemTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalEmpl))) { ConAmtNumber = TaxEngine.projProposalEmplTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalRevenue))) { ConAmtNumber = TaxEngine.projProposalRevenueTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalCost))) { ConAmtNumber = TaxEngine.projProposalCostTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); } taxWorkTrans.TaxAmount = Conpeek(ConAmtNumber,1)*(-1); DetailNumber = Conpeek(ConAmtNumber,2); PrevTaxCode = Conpeek(ConAmtNumber,3); taxWorkTrans.SourceTaxAmountCur = Conpeek(ConAmtNumber,4)*(-1); taxWorkTrans.SourceTaxAmountCurReal = Conpeek(ConAmtNumber,4)*(-1); taxWorkTrans.TaxAmountCur = taxWorkTrans.TaxAmount; } // @AVA - 3. Insert the highlighted lines as specified hereunder: if ((AVA_Configuration::find().TaxGroupId != TaxGroup ) && (substr(AVA_Configuration::find().TaxGroupId,1,6) != substr(TaxGroup,1,6))) // @AVA +- { if (savedTax != taxAmount || savedTaxCur != taxAmountCur || savedSourceTaxCurReal != sourceTaxAmountCurReal || savedTaxInCostPrice != taxInCostPrice || savedTaxInCostPriceMST != taxInCostPriceMST || savedTaxInCostPriceCur != taxInCostPriceCur || savedSourceTaxCur != sourceTaxAmountCur ) {


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// If a tax amount must be allocated and there are no other lines with tax, use the first line // to place the tax on. if (taxAmount && !taxWorkTransRecId) taxWorkTransRecId = taxWorkTransRecIdFirst; select firstonly forupdate taxWorkTrans where taxWorkTrans.RecId == taxWorkTransRecId; if (taxWorkTrans) { if (savedTax != taxAmount) taxWorkTrans.TaxAmount += taxAmount - savedTax; if (savedTaxCur != taxAmountCur) taxWorkTrans.TaxAmountCur += taxAmountCur - savedTaxCur; if (savedTaxInCostPrice != taxInCostPrice) taxWorkTrans.TaxInCostPrice += taxInCostPrice - savedTaxInCostPrice; if (savedTaxInCostPriceMST != taxInCostPriceMST) taxWorkTrans.TaxInCostPriceMST += taxInCostPriceMST - savedTaxInCostPriceMST; if (savedTaxInCostPriceCur != taxInCostPriceCur) taxWorkTrans.TaxInCostPriceCur += taxInCostPriceCur - savedTaxInCostPriceCur; if (savedSourceTaxCur != sourceTaxAmountCur) taxWorkTrans.SourceTaxAmountCur += sourceTaxAmountCur - savedSourceTaxCur; if (savedSourceTaxCurReal != sourceTaxAmountCurReal) taxWorkTrans.SourceTaxAmountCurReal += sourceTaxAmountCurReal - savedSourceTaxCurReal; taxWorkTrans.update(this.ignoreCalculatedSalesTax()); } } }

3. distributeTotalTax

1. Declare the following variable and macro as below: // @AVA + anytype AVA_invoiceIdTemp; #AVA_Macro // @AVA - 2. Search the code “while select


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sum(TaxBaseAmountMSTRaw), sum(TaxBaseAmountMST), sum(TaxAmountCur), sum(TaxAmountMST), sum(TaxInCostPrice), sum(TaxInCostPriceCur), sum(TaxInCostPriceMST), sum(TaxBaseQty), sum(SourceTaxAmountCur), sum(SourceTaxAmountCurReal) from tmpTax group by TaxCode, TaxDirection, CalculationDate, Warning where tmpTax.TaxCalculationOrder == _taxCalculationOrder ” and insert the following code just above that // @AVA + //BP Deviation Documented DetailNumber = 3; globalCacheInvoiceId = Infolog.globalCache(); if (globalCacheInvoiceId.get(#TaxWorkTransInvoice, 0, '')) AVA_invoiceIdTemp = globalCacheInvoiceId.get(#TaxWorkTransInvoice, 0, ''); else AVA_invoiceIdTemp = ''; AVA_invoiceId = AVA_invoiceIdTemp ; // @AVA - 3. Search the line “this.allocateInTaxWorkTrans(tmpTax.TaxCode, tmpTax.TaxDirection, tmpTax.TaxAmountMST, tmpTax.TaxAmountCur, tmpTax.TaxInCostPrice, tmpTax.TaxInCostPriceMST, tmpTax.TaxInCostPriceCur, tmpTax.TaxBaseAmountMSTRaw, tmpTax.TaxBaseQty, tmpTax.SourceTaxAmountCur, tmpTax.SourceTaxAmountCurReal, NoYes::No, tmpTax.CalculationDate, tmpTax.Warning);” and replace the existing code with the below code } //@AVA+- this.allocateInTaxWorkTrans(tmpTax.TaxCode, tmpTax.TaxDirection, tmpTax.TaxAmountMST, tmpTax.TaxAmountCur, tmpTax.TaxInCostPrice,


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tmpTax.TaxInCostPriceMST, tmpTax.TaxInCostPriceCur, tmpTax.TaxBaseAmountMSTRaw, tmpTax.TaxBaseQty, tmpTax.SourceTaxAmountCur, tmpTax.SourceTaxAmountCurReal, NoYes::No, tmpTax.CalculationDate, tmpTax.Warning); //}//@AVA+-

9. SalesTableForm


1. setTouched

Replace the below code. “If(_salesTable.Touched == NoYes::Yes) { return; }” with the highlighted code // @AVA+ if (!Ava_Configuration::find().DisableTaxCalculation) { _salesTable.Touched = NoYes::Yes; } else { // @AVA- if (_salesTable.Touched == NoYes::Yes) { return; } }

10. NumberSeqModuleSalesOrder


1. loadModule

Insert the following code at the end and just before the last bracket (NOTE: The value of “numRef.SortField” should be higher than the existing maximum value of numRef.SortField in this method )

// @AVA + datatype.parmDatatypeId(extendedtypenum(AVA_HeaderId)); datatype.parmReferenceHelp(literalstr("@AVA534")); datatype.parmWizardIsContinuous(true); datatype.parmWizardIsManual(NoYes::No); datatype.parmWizardIsChangeDownAllowed(NoYes::No); datatype.parmWizardIsChangeUpAllowed(NoYes::No);


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datatype.parmIsGroupEnabled(NoYes::Yes); datatype.parmSortField(66); datatype.addParameterType(NumberSeqParameterType::DataArea, true, false); this.create(datatype); // @AVA -

11. SalesTotals


1. executeDisplayFieldsServer

1. Declare the following variable and macro as below: AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // @AVA +- 2. Search the line “else { salesTotals = SalesTotals::construct(_orderTable, _specQty); } ” and salesTotals.calc(); ” and insert the following code in between ava_TaxEngine.GetTax(salesParmTable.salesTable(), salesParmTable ? salesParmTable.Transdate : today(), True, salesParmTable ); // @AVA +-

12. SalesTableListPageInteraction


1. setButtonSell

1. Declare the following macro as below: #AVA_Macro //@AVA+- 2. at the end of method add below code after condition “if (isConfigurationkeyEnabled(configurationKeyNum(Retail)))”: // @AVA + if(strscan(( AVA_Configuration::find().Services), #TaxService, 1, 100) && (AVA_Configuration::find().EnableTaxOverrideDate)) { this.listPage().actionPaneControlEnabled(formControlStr(salesTableListPage, AVA_TaxOverrideDate),true); } else { this.listPage().actionPaneControlEnabled(formControlStr(salesTableListPage,AVA_TaxOverrideDate),false); } // @AVA -


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5. FORMS

S. No. Name

1. CustFreeInvoice

2. SalesQuotationTable

3. SalesTable

4. SalesTableListPage


6. CustTable

7. CustTableListPage

1. CustFreeInvoice

Method: Code Changes

1. Data Source -CustInvoiceTable

-> written

1. Declare the following variable

AVA_TaxEngine ava_TaxEngine = New AVA_TaxEngine();

// @AVA +-

2. Search the lines “super ();” and “ttscommit;” and

insert the following code between these lines.

// @ AVA +

if (custInvoiceLine.RecId &&

((subStr(custInvoiceTable.TaxGroup,1,6) ==

subStr(AVA_Configuration::find().TaxGroupId,1,6))))

ava_TaxEngine.GetTax(custInvoiceTable,

custInvoiceTable.InvoiceDate);

// @ AVA -

2. Data Source -CustInvoiceLine

-> written


AVA_TaxEngine ava_TaxEngine = New AVA_TaxEngine();

// @AVA +-

2. Add the following code at the end of method

// @ AVA +

if (custInvoiceLine.RecId &&

((subStr(custInvoiceTable.TaxGroup,1,6) ==

subStr(AVA_Configuration::find().TaxGroupId,1,6))))

ava_TaxEngine.GetTax(custInvoiceTable,

custInvoiceTable.InvoiceDate);

// @ AVA -


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2. SalesQuotationTable


Methods: 1. ClassDeclaration

2. init

3. isCalcTax


boolean isCalcTax; // @AVA +-

1. Add following code at the end of method

this.isCalcTax(true); // @AVA +-

1. Create new method as follows

public boolean isCalcTax(boolean _isCalcTax = isCalcTax)

{

isCalcTax = _isCalcTax;

return isCalcTax;

}

1. Override “clicked” method as follows:

void clicked()

{

// @AVA +-

AVA_TaxEngine taxEngine = new AVA_TaxEngine(); //

;

if (element.isCalcTax())

{

ttsbegin;

TaxEngine.GetTax(salesQuotationTable, today());

ttscommit;

}

// @AVA +-

super();

element.isCalcTax(false); // @AVA +-

}

2. Override “clicked” method as follows:

void clicked()

{

AVA_TaxEngine taxEngine = new AVA_TaxEngine(); // @AVA +-

;

// @AVA +-


{

ttsbegin;

taxEngine.GetTax(salesQuotationTable, today());

ttscommit;


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Datasources:

SalesQuotationTable 1. write

Datasources: SalesQuotationLine 1. write

}

// @AVA +-

SalesQuotationTotals::showTax(menuitemDisplayStr(TaxTmpWorkSalesQuote),

salesQuotationTable);


}


AVA_TaxEngine TaxEngine= New AVA_TaxEngine();

2. Search the lines “super();” and insert just after that the following code

between these lines.

// @AVA +

taxEngine.GetTax(salesQuotationTable, systemDateGet());

if(SalesQuotationLine.RecId)

{

element.isCalcTax(false);

}

// @AVA -

1. At the end of method just before the code of //<GIN> //</GIN> add

following code

element.isCalcTax(true); // @AVA +-

3. SalesTable

Create a MenuItemButton as mentioned below:


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Datasources : SalesTable 1. write


AVA_TaxEngine AVA_TaxEngine= New

AVA_TaxEngine();

2. Search the lines “ mustReread = true }” and

“ttscommit;” and insert the following code

between these lines, just before to “ttscommit”.

AVA_TaxEngine.GetTax(SalesTable,

systemDateGet()); // @AVA +-


34 | P a g e

init

1. Add the following macro before variable declaration #AVA_Macro

2.Search the line “if (isUnrealizedVATEnabled)

{

this.updateDesignForUnrealizedVAT();

}” and insert the following code thereafter

// @AVA +

AVA_TaxOverrideDate.enabled(strscan((

AVA_Configuration::find().Services), #TaxService,

1, 100) &&

(AVA_Configuration::find().EnableTaxOverrideDate)?

true : false);

// @AVA -

Change this method as highlighted below:

void clicked()

{

AVA_TaxEngine taxEngine = new AVA_TaxEngine();

taxEngine.GetTax(salesTable, systemDateGet());

// @AVA +-

element.automaticTotalDiscount();

SalesTotals::showTaxLine(menuitemDisplayStr

(TaxTmpWorkSalesOrder), salesTable,salesLine,element);

}

4. SalesTableListPage

Create a MenuItemButton as mentioned below:


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Create a Button as mentioned below:


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Add static text as like below fig:


37 | P a g e


ClassDeclaration

Add the following variable declaration as below:

boolean validatedAddress; // @AVA+-

addressValidation

Create a new method with the following code:

/// <summary> /// Method validates address instead of parameters /// </summary> // @AVA+- void addressValidation() { AVA_AddressValidation addressValidation = new ava_AddressValidation(); ; addressValidation.validateAddress ( LogisticsPostalAddress.Street, LogisticsPostalAddress.City, LogisticsPostalAddress.State, LogisticsPostalAddress.Zipcode, LogisticsPostalAddress.CountryRegionId); LogisticsPostalAddress.initFromAVA_AddressValidation(addressValidation); LogisticsPostalAddress.update(); if(!AVA_Configuration::find().DisableAddressValidation) { if (addressValidation.parmErrorMessage() != '') { errorMessage.visible(true); errorMessage.text("@SYS8500"+": "+addressValidation.parmErrorMessage()); } else { errorMessage.visible(true); errorMessage.text("@AVA550"); } } if ( addressValidation.parmResultCode() == 0 ) validatedAddress = true; else validatedAddress = false; LogisticsPostalAddress_ds.reread(); LogisticsPostalAddress_ds.refresh(); }


38 | P a g e

Init 1. Add the following macro before variable declaration #AVA_Macro

2. Search the line “deliveryTab.visible(false); }” and insert the following code thereafter // @AVA + AVA_ValidAddress.enabled(strscan(( AVA_Configuration::find().Services), #AddressService, 1, 100) ? true : false); validatedAddress = false; // @AVA +-

updateDesign Search the code “generalTabPageCtrl.visible(false);” and change the value to generalTabPageCtrl.visible(true); //AVA+-

DataSource Method: LogisticsPostalAddress -> ValidateWrite:

Search the line “ret = ret && postalAddressForm.validatePostalAddress(postalAddressOrig, logisticsPostalAddress);” and “return ret;” and insert the following code in between

validatedAddress = false; // @AVA +-

Override this method with the following code:

/// <summary> /// This method updates the records in Ava_ValidAddress table /// </summary> // @AVA +- void clicked() { AVA_AddressValidation addressValidation = new ava_AddressValidation(); if (validatedAddress) addressValidation.UpdateTables(logisticsPostalAddress); super(); }

Override the method with the following code:

/// <summary> /// Address validation /// </summary> // @AVA+- void clicked() { super(); element.addressValidation(); }


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Change property value as following


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6. CUSTTABLE

Create a buttonGroup as mentioned below:


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Create a MenuItemButtons as mentioned below:

7. CUSTTABLELISTPAGE

Create a buttonGroup as mentioned below:


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Create a MenuItemButtons as mentioned below:


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6. Number Sequence

AvaTax created the following Number Sequence:

Number Sequence Code

Path Change

Ava_Head

Organization

administration -> Common -> Number Sequences -> Number Sequences

Create a new number sequence with the following

properties: Number Sequence code: Ava_Head Name: Header id

Scope Parameters:

Scope: Company Company: Name of the company Segments: Segment: Alphanumeric value: ######## length: 8

Format: ######## References: Area: Sales Reference: Header id

Manual: false; Continuous: false; Smallest: 1 Largest: 99999999

Next: This value should be higher than the maximum value of the “TaxHeaderID” (field) of the “Ava_Header” (Table).


44 | P a g e

7. MENU

Modifications

To Import the Avatax menu please follow the following steps :

1. Go to Import window

2. Select “SharedProject_AvalaraAX.xpo


45 | P a g e

3. Click on the Show Details check box

4. Deselect all the items by unchecked AOT

5. Select only the Menus check box

6. Click on Ok

7. One confirmation window will appear. Click on Yes.


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AVATAX - AX PROJECT INTEGRATION

8. TABLES (Project Integration)

AvaTax Changed the following list of Table:


1. 617 ProjProposalJour

2. 550 TmpTaxWorkTrans

1. ProjProposalJour


1. insert 1. Declare the following variable

DialogButton diagBut;

2. Search the line “if

(isConfigurationkeyEnabled(configurationkeynum(Project3))

&& (this.InvoiceDate == dateNull()))” and “super();” and

insert the following code in between

// @AVA +


if ((!AVA_Configuration::find().DisableTaxCalculation) && (

(substr(this.TaxGroupId,1,6) !=

substr(AVA_Configuration::find().TaxGroupId,1,6))))

{

diagBut = box::yesNo("@AVA398"+ this.TaxGroupId

+"@AVA399" + AVA_Configuration::find().TaxGroupId + '\n'+

"@AVA400" +

AVA_Configuration::find().TaxGroupId + "@AVA401",

DialogButton::Yes);

if (diagBut == DialogButton::Yes)

{

this.TaxGroupId =

AVA_Configuration::find().TaxGroupId;

}

}

// @AVA -

2. findAVA_RecId Create this new method with below code.

/// <summary>

/// Methods gets record from projProposalJour table based on

recId

/// </summary>

/// <param name="recId">

/// RecId recId

/// </param>

/// <param name="update">

/// boolean update = false


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/// </param>

/// <returns>

/// projProposalJour findAVA_RecId

/// </returns>

static projProposalJour findAVA_RecId(

RecId recId,

boolean update = false)

{

ProjProposalJour projProposalJour;

;

projProposalJour.selectForUpdate(update);

select firstonly projProposalJour

index hint recid

Where projProposalJour. RecId == recId;

return projProposalJour;

}

2. TmpTaxWorkTrans


1. showTaxValue 1. Declare the following:

// @AVA +

TaxGroup taxGroup;

Container conAmtNumber;

Ava_taxEngine taxEngine = new

Ava_taxEngine();


int detailNumber = 3;

TaxCode prevTaxCode;

SysGlobalCache globalCache =

Infolog.globalCache();

// @AVA –

Search the line “if (this.TaxCode && this.TransDate)”

and prior to that insert the following lines // @AVA + #AVA_Macro

//BP Deviation Documented if ((AVA_Configuration::find().TaxGroupId == this.TaxGroup ) || (substr(AVA_Configuration::find().TaxGroupId,1,6) ==

substr(this.TaxGroup,1,6))) { TaxGroup = this.TaxGroup; if (this.SourceTableId == tablename2id(tablestr(SalesLine)))

{


48 | P a g e

ConAmtNumber = TaxEngine.SalesTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); } if (this.SourceTableId ==

tablename2id(tablestr(CustInvoiceLine))) { ConAmtNumber = TaxEngine.CustInvoiceTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); } if (this.SourceTableId ==

tablename2id(tablestr(MarkupTrans))) { ConAmtNumber = TaxEngine.MarkupTaxDataUpdate(this.TaxCode,

this.SourceRecId, DetailNumber, '', PrevTaxCode, True); } if (this.SourceTableId ==

tablename2id(tablestr(SalesQuotationLine))) { ConAmtNumber = TaxEngine.SalesQuotationTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); }

if (this.SourceTableId == tablename2id(tablestr(projProposalOnAcc))) { ConAmtNumber = TaxEngine.projProposalOnAccTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); }

if (this.SourceTableId == tablename2id(tablestr(projProposalItem))) { ConAmtNumber = TaxEngine.projProposalItemTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); }

if (this.SourceTableId == tablename2id(tablestr(projProposalEmpl))) { ConAmtNumber = TaxEngine.projProposalEmplTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True);

} if (this.SourceTableId == tablename2id(tablestr(projProposalRevenue)))

{ ConAmtNumber = TaxEngine.projProposalRevenueTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True);

} if (this.SourceTableId == tablename2id(tablestr(projProposalCost))) {


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ConAmtNumber = TaxEngine.projProposalCostTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); }

//BP Deviation Documented TaxValue = Conpeek(ConAmtNumber,1); //BP Deviation Documented DetailNumber = Conpeek(ConAmtNumber,2); //BP Deviation Documented PrevTaxCode = Conpeek(ConAmtNumber,3);

//BP Deviation Documented globalCache.set(#TmpTaxWorkTrans, 0,PrevTaxCode); //BP Deviation Documented globalCache.set(#TmpTaxWorkTrans,

1,int2str(DetailNumber)); }

else // @AVA -


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9. CLASSES (Project Integration)

AvaTax Changed the following list of Classes:

1. ProjInvoiceJournalCreate


initJournalHeader

1. Declare the following variable and Macro

declaration

// @AVA +

AVA_TaxEngine ava_TaxEngine = New

AVA_TaxEngine();

#AVA_Macro

// @AVA -

2. Search the line “this.exchRateSet();” and insert the

following code above to this.

// @AVA +

if (projInvoiceJour.isProforma())

ava_TaxEngine.GetTax(projProposalJour,

projInvoiceParmTable.InvoiceDate, true, null);

else


projInvoiceParmTable.InvoiceDate, false, null

,ava_DocumentType::SalesInvoice,

projInvoiceJour.ProjInvoiceId);

// @AVA -

initTotals

1. Add the following variable

AVA_TaxEngine AVA_TaxEngine = new

AVA_TaxEngine(); // @AVA +-

2. Search the line “projProposalJour =

this.getProjProposalJour(projInvoiceParmTable,

true);” and

“if(isConfigurationkeyEnabled(configurationKeyNu

m(PSAARRetainage))” and insert the following

code in between


1. 1017548 ProjInvoiceJournalCreate

2. 1017549 ProjInvoiceJournalPost

3. 1204 TaxProj

4. 683 SalesQuotationEditLinesForm_Proj_Send

5. 681 SalesQuotationEditLinesForm_Proj_Confir


51 | P a g e

//AVA+

if (projInvoiceJour.isProforma())


projInvoiceParmTable.InvoiceDate, true, null);

else


projInvoiceParmTable.InvoiceDate, false, null

,ava_DocumentType::SalesInvoice,

projInvoiceJour.ProjInvoiceId);

// @AVA -

2. ProjInvoiceJournalPost


postJournalPost

Override this method and add the following code:

1. Add the following variable declaration:

AVA_TaxEngine ava_TaxEngine = new


2. Insert the following code after the “Super()” call

// @AVA +

if ((!projInvoiceJour.isProforma()))

AVA_TaxEngine.CommitTax(projInvoiceJour.ProjInvoiceId,

projProposalJour.TaxGroupId,

projProposalJour.InvoiceAmount < 0 ?

salesType::ReturnItem : salesType::Sales);

// @AVA -

3. TaxProj


1. markup

1. Declare the following macro as below:

#AVA_Macro

2. Search the for the following code

“this.insertIntersection(salesCalcTax.markupTaxGroup(),

salesCalcTax.markupTaxItemGroup(),

_transId,

markupTrans.Txt,

taxDate);”


52 | P a g e

and replace the following code above to this.

//@AVA+

/*

this.insertIntersection(salesCalcTax.markupTaxGroup(),


_transId,

markupTrans.Txt,

taxDate);

*/


if ((substr(salesCalcTax.parmProjProposalJour().TaxGroupId,1,6)

!= substr(AVA_Configuration::find().TaxGroupId,1,6)) ||

(AVA_Configuration::find().DisableTaxCalculation))

{

this.insertIntersection(salesCalcTax.markupTaxGroup(),


_transId,

markupTrans.Txt,

taxDate);

}

else

{

if (salesCalcTax.markupTaxItemGroup())

{

this.insertIntersection(Ava_configuration::find().TaxGroupId,


_transId,

markupTrans.Txt,

taxDate);

}

else

{


#All,

_transId,

markupTrans.Txt,

taxDate);

}

}

//@AVA-

2. new 1. Declare the following macro as below:

#AVA_Macro

2. Search the for the following code “ this.insertIntersection(salesCalcTax.transTaxGroup(),

”


53 | P a g e

And replace below code with this.

//@AVA+

/*this.insertIntersection(salesCalcTax.transTaxGroup(),

salesCalcTax.transTaxItemGroup(),

salesCalcTax.transTransId(),

salesCalcTax.transItemId(),

taxCalculationDate);*/


if ((substr(salesCalcTax.parmProjProposalJour().TaxGroupId,1,6) !=

substr(AVA_Configuration::find().TaxGroupId,1,6)) ||

(AVA_Configuration::find().DisableTaxCalculation))

{

this.insertIntersection(salesCalcTax.transTaxGroup(),




taxCalculationDate);

}

else

{

if (salesCalcTax.markupTaxItemGroup())

{






}

else

{


#All,




}

}

//@AVA-

SalesQuotationEditLinesForm_Proj_Confir


1. CreateJournal

1. Declare the following variable and macro as below:

AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // @AVA +-

2

Search for the following line of code “


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salesQuotationTotals.prepareQuantitiesCalculation();

“

And insert the following code after that.

taxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA +-

SalesQuotationEditLinesForm_Proj_Send


1. CreateJournal

1. Declare the following variable and macro as below:

AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // @AVA +-

2

Search for the following line of code “ salesQuotationTotals.prepareQuantitiesCalculation();

“

And insert the following code after that.

taxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA +-

4. SalesQuotationEditLinesForm_Proj_Send


createJournal 1. Declare the following variable


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AVA_TaxEngine TaxEngine = New


2. Search the line

“salesQuotationTotals.prepareQuantitiesCalculation();”

and “this.tax(salesQuotationTotals.tax());”

and insert the following code in between

// @AVA + taxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA -

5. SalesQuotationEditLinesForm_Proj_Confir


createJournal 1. Declare the following variable



;

2. Search the line

“salesQuotationTotals.prepareQuantitiesCalculation();”

and “this.tax(salesQuotationTotals.tax());”

and insert the following code in between

// @AVA +- taxEngine.GetTax(salesQuotationTable, systemDateGet()); // @AVA -


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10. FORMS (Project Integration)

AvaTax Changes are at the following list of Form:

S. No. Name

1. SalesQuotationProjTable

2. ProjInvoiceProposalDetail

3. ProjInvoiceProposalListPage

4. ProjInvoiceTotals

1. SalesQuotationProjTable


ClassDeclaration

isCalcTax

Datasource->

SalesQuotationTable -> Write

Datasource->

SalesQuotationLine -> Write

1. Declare the following variable boolean isCalcTax; // @AVA +-

1. Create new method as follows public boolean isCalcTax(boolean _isCalcTax = isCalcTax) { isCalcTax = _isCalcTax; return isCalcTax;

}

1. Search line “salesQuotationTable.update();}” and

“ttscommit” and insert the following in between


1. Add following at the end of method



AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); //

@AVA +-

2. 2. Search the lines

“SalesQuotationTotals::showTax(menuitemDisplayStr(TaxT

mpWorkSalesQuote), salesQuotationTable);” and insert

the following code above this line.

// @AVA +-


{

ttsbegin;

TaxEngine.GetTax(salesQuotationTable, Today());

ttscommit;

}

// @AVA +


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3. Search the lines

“SalesQuotationTotals::showTax(menuitemDisplayStr(T

axTmpWorkSalesQuote), salesQuotationTable);” and

insert the following code below this line.


1. Override clicked method as follows

void clicked()

{

// @AVA +-


AVA_TaxEngine(); //


{

ttsbegin;

TaxEngine.GetTax(salesQuotationTable, Today());

// Docdate needs to be calculate

ttscommit;

}

// @AVA +-

super();


}

2. ProjInvoiceProposalDetail

Method / Properties Modification

1. Declare following variable.

AVA_TaxEngine AVA_TaxEngine = New

AVA_TaxEngine();// @AVA +-

2.Search the line “projProposalTotals = new

ProjProposalTotals(projProposalJour);” and insert the

following lines after this line.

AVA_TaxEngine.GetTax(projProposalJour,

projProposalJour.InvoiceDate); // @AVA +-

3. ProjInvoiceProposalListPage

Method / Properties Modification 1. Declare following variable.


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AVA_TaxEngine AVA_TaxEngine = New

AVA_TaxEngine();// @AVA +-

2.Search the line “projProposalTotals = new

ProjProposalTotals(projProposalJour);” and insert the

following lines after this line.



4. ProjInvoiceTotals

Method / Properties Modification

calcTotals

1.Declare following variable.

AVA_TaxEngine AVA_TaxEngine = New AVA_TaxEngine();//

@AVA +-

2.Search the line “displayFieldsProj =

ProjProposalTotals::displayFieldsServer(projProposalJourLocal.RecId);”

and insert the following lines before this line.



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