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Install Document AvaTax Connector for MS Dynamics AX 2012 R2 CU7 <MS Dynamics AX Connector Build 6.2.1000.4051.03.00>

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Table of Contentsss 1. OVERVIEW ............................................................................................................................ 3

2. TABLES .................................................................................................................................. 4

429 - Tax Data ............................................................................................................................ 4

550 - TmpTaxWorkTrans ........................................................................................................... 5

434 - TaxOnItem ......................................................................................................................... 7

430 - TaxGroupData ................................................................................................................... 7

439 – TaxTable ........................................................................................................................... 8

433 – TaxLedgerAccountGroup ................................................................................................. 9

437 – TaxReportPeriod ............................................................................................................... 9

436 – TaxPeriodHead ............................................................................................................... 10

431 – TaxGroupHeading........................................................................................................... 11

427 – TaxAuthorityAddress ...................................................................................................... 11

432 – TaxItemGroupHeading ................................................................................................... 12

367 – SalesParameters .............................................................................................................. 12

2941 – LogisticsPostalAddress ................................................................................................. 13

366 – SalesTable ....................................................................................................................... 14

230 - MarkupTrans ................................................................................................................... 14

229 - MarkupTable ................................................................................................................... 15

77 – CustTable .......................................................................................................................... 15

3. MAP....................................................................................................................................... 16

3110 - LogisticsPostalAddressMap .......................................................................................... 16

4. CLASSES .............................................................................................................................. 17

685 - SalesQuotationEditLinesForm_Sales_Confir .................................................................. 18

686 - SalesQuotationEditLinesForm_Sales_Send .................................................................... 20

1019307 - SalesInvoiceJournalPost .......................................................................................... 20

77 – CustPostInvoice ................................................................................................................ 20

547 - SalesTotals_ParmTrans ................................................................................................... 21

1019305 – SalesInvoiceJournalCreate ...................................................................................... 22

758 – ApplicationVersion ......................................................................................................... 22

583 – Tax .................................................................................................................................. 23

1235 – SalesTableForm ............................................................................................................ 28

1018435 – NumberSeqModuleSalesOrder ............................................................................... 28

546 –SalesTotals ....................................................................................................................... 29

1018419 –SalesTableListPageInteraction ................................................................................. 29

1013343 –FormLetterJournalCreate ......................................................................................... 30

SalesQuotationController .......................................................................................................... 31

FormletterService ...................................................................................................................... 31

4. FORMS .................................................................................................................................. 32

CustFreeInvoice ........................................................................................................................ 32

SalesQuotationTable ................................................................................................................. 33

SalesTable ................................................................................................................................. 35

SalesTableListPage ................................................................................................................... 36

LogisticsPostalAddress ............................................................................................................. 37


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CustTable .................................................................................................................................. 43

CustTableListPage .................................................................................................................... 44

5. Number Sequence .................................................................................................................. 46

Ava_Head ..................................................................................................................................... 46

6. MENU ................................................................................................................................... 47

7. TABLES (Project Integration) ............................................................................................... 49

617- ProjProposalJour ............................................................................................................... 49

550 - TmpTaxWorkTrans ......................................................................................................... 50

8. CLASSES (Project Integration) ............................................................................................. 51

1019305 - SalesInvoiceJournalCreate ....................................................................................... 51

1018730 – ProjInvoiceJournalPost ........................................................................................... 52

1204 - TaxProj .......................................................................................................................... 52

583 – Tax .................................................................................................................................. 54

683 - SalesQuotationEditLinesForm_Proj_Send ...................................................................... 55

681 - SalesQuotationEditLinesForm_Proj_Confir ................................................................... 56

1018729 – ProjInvoiceJournalCreate ........................................................................................ 56

9. FORMS (Project Integration) ................................................................................................ 58

SalesQuotationProjTable .......................................................................................................... 58

ProjInvoiceProposalDetail ........................................................................................................ 59

ProjInvoiceProposalListPage .................................................................................................... 60

ProjInvoiceTotals ...................................................................................................................... 60

ProjInvoiceProposal .................................................................................................................. 60

10. Number Sequence (Project Integration) ............................................................................. 62

Ava_Head ..................................................................................................................................... 62


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1. OVERVIEW

To install the AvaTax connector for MS Dynamics AX 2012 R2 CU7

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) 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. 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

ID Name

429 Tax Data

550 TmpTaxWorkTrans

434 TaxOnItem

430 TaxGroupData

439 TaxTable

433 TaxLedgerAccountGroup

437 TaxReportPeriod

436 TaxPeriodHead

427 TaxAuthorityAddress

431 TaxGroupHeading

432 TaxItemGroupHeading

367 SalesParameters

2941 LogisticsPostalAddress

366 SalesTable

230 MarkupTrans

229 MarkupTable

77 CustTable

429 - Tax Data

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;


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}

2. findTaxCode Create this new method with below code.

/// <summary> /// Method finds tax code

/// </summary> /// <param name="_taxCode">

/// TaxCode _taxCode /// </param>

/// <param name="_forupdate">

/// 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;

}

550 - TmpTaxWorkTrans


showTaxValue

Insert the highlighted lines as specified hereunder:

// BP Deviation Documented

server display TaxValue showTaxValue()

{ TaxValue taxValue;


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// @AVA + TaxGroup taxGroup;

Container conAmtNumber; Ava_taxEngine taxEngine = new Ava_taxEngine();

//BP Deviation Documented int detailNumber = 3;

TaxCode prevTaxCode; SysGlobalCache globalCache = Infolog.globalCache();

// @AVA – ;

// @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))) {

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); }

//BP Deviation Documented TaxValue = Conpeek(ConAmtNumber,1);

//BP Deviation Documented DetailNumber = Conpeek(ConAmtNumber,2);

//BP Deviation Documented


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PrevTaxCode = Conpeek(ConAmtNumber,3);

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

//BP Deviation Documented globalCache.set(#TmpTaxWorkTrans, 1,DetailNumber);

}

else // @AVA -

{ if (this.TaxCode && this.TransDate)

{ taxValue = TaxData::percent(this.TaxCode,

this.CalculationDate, this.TaxBaseAmount);

}

} return taxValue;

}

434 - 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; }

430 - TaxGroupData


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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) /// </param>

server void initTaxGroupData( TaxGroup _taxGroup,

TaxCode _taxCode) {

;

this.TaxGroup = _taxGroup;

this.TaxCode = _taxCode; }

439 – 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,


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TaxName _taxName, TaxPeriod _taxPeriod,

TaxAccountGroup _taxAccountGroup, TaxLimitBase _taxLimitBase,

CurrencyCode _currencyCode) {

;

this.TaxCode = _taxCode;

this.TaxName = _taxName; this.TaxPeriod = _taxPeriod;

this.TaxAccountGroup = _taxAccountGroup; this.TaxLimitBase = _taxLimitBase;

this.TaxCurrencyCode = _currencyCode; }

433 – 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; }

437 – TaxReportPeriod


initTaxPeriod Create this new method with below code.

/// <summary>

/// Method added values into taxReportPeriod table

/// </summary> /// <param name="_taxPeriod">

/// TaxPeriod _taxPeriod /// </param>

/// <param name="_fromDate">


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/// TaxPeriodDate _fromDate /// </param>

/// <param name="_toDate"> /// TaxPeriodDate _toDate

/// </param> //@AVA +-

server void initTaxPeriod( TaxPeriod _taxPeriod,

TaxPeriodDate _fromDate,

TaxPeriodDate _toDate) {

;

this.TaxPeriod = _taxPeriod; this.FromDate = _fromDate;

this.ToDate = _toDate; }

436 – TaxPeriodHead


initTaxPeriodHead


/// <summary> /// Method added values into taxPeriodHead table

/// </summary>

/// <param name="_taxPeriod"> /// TaxPeriod _taxPeriod

/// </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(

TaxPeriod _taxPeriod,

TaxAuthority _taxAuth, Name _name,

PeriodUnit _periodUnit, Days _qty)

{


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;

this.TaxPeriod = _taxPeriod; this.TaxAuthority = _taxAuth;

this.Name = _name; this.PeriodUnit = _periodUnit;

this.QtyUnit = _qty; }

431 – 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)

{ ;

this.TaxGroup = _taxGrp;

this.TaxGroupName = _taxGrpName;

}

427 – TaxAuthorityAddress


initTaxAuthCode Create this new method with below code.

/// <summary>

/// Method added values into taxAuthorityAddress table /// </summary>

/// <param name="_taxAuth"> /// TaxAuthority _taxAuth

/// </param>


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/// <param name="_name"> /// Name _name

/// </param> //@AVA +-

server void initTaxAuthCode( TaxAuthority _taxAuth,

Name _name) {

;

this.TaxAuthority = _taxAuth;

this.Name = _name; }

432 – TaxItemGroupHeading


initTaxItemGrpC

ode


/// <summary>

/// Method added values into taxItemGroupHeading table /// </summary>

/// <param name="_taxItemGrp"> /// TaxItemGroup _taxItemGrp

/// </param> /// <param name="_name">

/// Name _name

/// </param> //@AVA +-

server void initTaxItemGrpCode( TaxItemGroup _taxItemGrp,

Name _name) {

;

this.TaxItemGroup = _taxItemGrp;

this.Name =_name; }

367 – SalesParameters


numRefAVANum


static client server NumberSequenceReference numRefAVANum()

{


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return NumberSeqReference::findReference(extendedTypeNum(AVA_HeaderId)

); }

2941 – LogisticsPostalAddress


initFromAVA_Ad

dressValidation


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. parmStreet();

} }

initFromAVA_tmpValidAddress


/// <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. Street;

this.Address = _tmpValidAddress.Address;

}


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366 – 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-

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-

230 - 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 false;

else // @AVA -


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229 - MarkupTable


MarkupTable->DeleteActions

Add delete action with AVA_ShippingCodeMapping table with following properties

MarkupTable-

>DeleteActions

Add delete action with AVA_MiscchargeMapping table with following properties

77 – CustTable


MarkupTable-

>DeleteActions

Add delete action with AVA_EntityUseCodeMapping table with following properties


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3. MAP

ID Name

3110 LogisticsPostalAddressMap

3110 - LogisticsPostalAddressMap

Create mapping for AVA_tmpInputAddress as follows

Create mapping for AVA_tmpValidAddress as follows


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4. CLASSES

ID Name

685 SalesQuotationEditLinesForm_Sales_Confir

686 SalesQuotationEditLinesForm_Sales_Send

1019307 SalesInvoiceJournalPost

77 CustPostInvoice

547 SalesTotals_ParmTrans

1019305 SalesInvoiceJournalCreate

758 ApplicationVersion

583 Tax

1235 SalesTableForm

1018435 NumberSeqModuleSalesOrder

546 SalesTotals

1013343 FormLetterJournalCreate

1018292 SalesQuotationController

101368 FormletterService


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685 - 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


MarkupTrans markupTrans; //@AVA+-

2. Search the line “salesDeliverySchedule.insert(); }” and “// PBA Begin if

(salesQuotationLineUpdate.ItemPBAId)” and insert the following code in between

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

Line++; // @AVA –

3. Search for the Line “Markup::copy(false, salesQuotationLineUpdate,

salesLine); }” and “mapEnumerator = mapOfOrderLinesWithMultipleDeliveries.getEnumerator();”

Add following code

// @AVA +

while select RecId from markupTrans

where markupTrans.TransTableId == salesLine.TableId && markupTrans.TransRecId == salesLine.RecId

{ ArrLine [Line] = markupTrans.RecId;

line++; }

// @AVA-


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4. updateNow


AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); // @AVA +- MarkupTrans markupTrans; // @AVA +-

2. Search the line “Markup::copy(false,

salesQuotationTable, this.parmSalesTableCreated());” and

“this.createSalesLines(salesQuotationTable, salesTableCreated);” and insert the following code in between

// @AVA + line = 1;

while select RecId from markupTrans where markupTrans.TransTableId == salesTableCreated.TableId &&

markupTrans.TransRecId == salesTableCreated.RecId {

ArrLine [Line] = markupTrans.RecId; line++;

}

// @AVA -

3. Search the line “this.createSalesLines(salesQuotationTable, salesTableCreated);” and

add following code after

// @AVA + TaxEngine.CopyAvaTables(salesQuotationTable.QuotationId,

salesTableCreated.SalesId, ArrLine); // @AVA –


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686 - SalesQuotationEditLinesForm_Sales_Send


createJournal


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 +-

1019307 - SalesInvoiceJournalPost


2. postFailed


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().DefaultDimension);

77 – CustPostInvoice


run 1. Declare the following variable

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

2. Search the line “[invoiceId, voucher] =

numberSeq.numAndVoucher();” and “if (!voucher)” and insert the following code in between

//AVA+


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if (custInvoiceTable.ForInterestAdjustment== NoYes::No) {

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

// @AVA + if (custInvoiceTable.ForInterestAdjustment== NoYes::No)

{

taxEngine.CommitTax(invoiceId, custInvoiceTable.TaxGroup); }

// @AVA -

4.Search the line “sourceDocumentHeader.update();” and “ttscommit;”

and insert the following code in between // @AVA +

if (!isPostingOK && custInvoiceTable.ForInterestAdjustment==

NoYes::No) {

taxEngine.CancelTax(invoiceId, custInvoiceTable.TaxGroup); }

// @AVA -

547 - SalesTotals_ParmTrans


1. showTax 1. Declare the following variable

AVA_TaxEngine AVA_TaxEngine= New AVA_TaxEngine();

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 +-


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1019305 – SalesInvoiceJournalCreate


1. initJournalHeader

1. Add the following variable and macro declaration:

// @AVA + AVA_TaxEngine ava_TaxEngine = New AVA_TaxEngine();

#AVA_Macro // @AVA -

2. Search for “super();” and add following code after

// @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 -

758 – ApplicationVersion


AVA_BuildNo


/// <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;

}


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583 – Tax


1. Class Declaration

Declare the following variable

// @AVA + Int detailNumber;

Container conAmtNumber; TaxCode prevTaxCode;

InvoiceId AVA_invoiceId;

SysGlobalCache globalCacheInvoiceId; // @AVA -

2. allocateInTaxWor

kTrans


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

TaxGroup taxGroup; // @AVA -

2. Search for “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,


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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);


tablename2id(tablestr(projProposalOnAcc))) {

ConAmtNumber = TaxEngine.projProposalOnAccTaxDataUpdate(taxWorkTrans.TaxCode

, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode);

}

if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalItem)))

{ ConAmtNumber =

TaxEngine.projProposalItemTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId,

PrevTaxCode); }

if (taxWorkTrans.SourceTableId ==

tablename2id(tablestr(projProposalEmpl))) {

ConAmtNumber = TaxEngine.projProposalEmplTaxDataUpdate(taxWorkTrans.TaxCode,



tablename2id(tablestr(projProposalRevenue)))

{ ConAmtNumber =

TaxEngine.projProposalRevenueTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId,

PrevTaxCode); }


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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 )

{ // 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)

{


26 | P a g e

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

sum(TaxBaseAmountMSTRaw), sum(TaxBaseAmountMST),

sum(TaxAmountCur), sum(TaxAmountMST),

sum(TaxInCostPrice),

sum(TaxInCostPriceCur), sum(TaxInCostPriceMST),

sum(TaxBaseQty), sum(SourceTaxAmountCur),


27 | P a g e

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 “if (taxWorkTrans.TaxBaseAmountRaw != tmpTax.TaxBaseAmountMSTRaw &&

!onTaxCode) this.allocateBaseInTaxWorkTrans(tmpTax.TaxCode,

tmpTax.TaxDirection,

taxWorkTrans.TaxBaseAmountRaw, tmpTax.TaxBaseAmountMST,

tmpTax.TaxBaseAmountMSTRaw, tmpTax.CalculationDate);”

and “} }” and replace the existing code with the below code

// @AVA +

//if (tmpTax.TaxAmountMST || tmpTax.Warning != TaxWarning::NoWarning)

//{ 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);

//}

// @AVA -


28 | P a g e

} }

1235 – SalesTableForm


1. setTouched

Insert the highlighted lines as specified hereunder:

void setTouched(SalesTable _salesTable) {

// @AVA+

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

{ _salesTable.Touched = NoYes::Yes;

} // @AVA-

else {

if

(_salesTable.custTable_CustAccount().shouldEstimateBeCalculated())

{ _salesTable.Touched = NoYes::Yes;

} }

}

1018435 – 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.parmWizardIsManual(NoYes::No);

datatype.parmWizardIsChangeDownAllowed(NoYes::No); datatype.parmWizardIsChangeUpAllowed(NoYes::No);

datatype.parmIsGroupEnabled(NoYes::Yes);


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datatype.parmSortField(18);

datatype.addParameterType(NumberSeqParameterType::DataArea, true, false);

this.create(datatype); // @AVA -

546 –SalesTotals


1. executeDisplayFiel

dsServer

1. Declare the following variable and macro as below:

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

SalesTable salesTable; //AVA +-

2. Search the line

“salesTotals.calcMarkupForTable(salesParmTable.ParmId, salesParmTable.SalesId);“ and add following code after line

ava_TaxEngine.GetTax(salesParmTable.salesTable(), salesParmTable ?

salesParmTable.Transdate : systemDateGet(), True, salesParmTable ); // @AVA +-

3. Search the line “else

{

salesTotals = SalesTotals::construct(_orderTable, _specQty); }

” and salesTotals.calc(); ” and insert the following code in between

salesTable = _orderTable;

ava_TaxEngine.GetTax(salesTable, systemDateGet() ); // @AVA +-

1018419 –SalesTableListPageInteraction


1. setButtonSell

1. Declare the following macro as below:

#AVA_Macro

2. at the end of method add below code:

// @AVA + if(strscan(( AVA_Configuration::find().Services), #TaxService, 1, 100)

&& (AVA_Configuration::find().EnableTaxOverrideDate)) {


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this.listPage().actionPaneControlEnabled(formControlStr(salesTableListPa

ge, AVA_TaxOverrideDate),true); }

else {

this.listPage().actionPaneControlEnabled(formControlStr(salesTableListPa

ge,AVA_TaxOverrideDate),false);

} // @AVA -

1013343 –FormLetterJournalCreate


createJournal()

Search for “if (this.check())”. Existing code snippet:

if (this.check())

this.initJournalHeader(); //@AVA +-

Replace it with:

this.initJournalHeader();

if (this.check())

// this.initJournalHeader(); //@AVA +-


31 | P a g e

SalesQuotationController

Property Code Changes

RunOn Change the property ‘RunOn’ to ’Client’

FormletterService


run


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

CustInvoiceJour custInvoiceJourLoc; SalesParmTable salesParmTableLoc;

SalesParmLine salesParmLineLoc; AVA_Header ava_HeaderLoc;

// @AVA –

2. Search the line “ttscommit;” and “if (printout == Printout::Current)

” and insert the following code in between

//AVA + if (!AVA_Configuration::find().DisableTaxCalculation)

{ if (journal.TableId == tableNum(custInvoiceJour) &&

this.parmFormletterType() == FormletterType::Sales)


32 | P a g e

{ custInvoiceJourLoc = journal;

salesParmTableLoc = formletterParmTable;

if (custInvoiceJourLoc.InvoiceId && !Proforma) {

taxEngine.CommitTax(custInvoiceJourLoc.InvoiceId , salesParmTableLoc.salesTable().TaxGroup,

salesParmTableLoc.salesTable().SalesType);

}

select RemainAfter from salesParmLineLoc where salesParmLineLoc.ParmId ==

salesParmTableLoc.ParmId && salesParmLineLoc.TableRefId ==

salesParmTableLoc.TableRefId; if(salesParmLineLoc.RemainAfter != 0)

{

taxEngine.getTax(salesParmTableLoc.salesTable(),systemDateGet());

} else

{ delete_from ava_HeaderLoc where

ava_HeaderLoc.DocNumber == custInvoiceJourLoc.SalesId; }

}

} //AVA -

4. FORMS

CustFreeInvoice

SalesQuotationTable

SalesTable

SalesTableListPage LogisticsPostalAddress

CustTable

CustTableListPage

MarkupTrans

CustFreeInvoice

Method: Code Changes


33 | P a g e

1. Data Source -CustInvoiceTable -> written


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 -

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;

}


34 | P a g e

Datasources: SalesQuotationTable

1. write

// @AVA +- super();

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

2. Override “clicked” method as follows:

void clicked()

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

;

// @AVA +-

if (element.isCalcTax()) {

ttsbegin; taxEngine.GetTax(salesQuotationTable, today());

ttscommit; }

// @AVA +-

SalesQuotationTotals::showTax(menuitemDisplayStr(TaxTmpWorkSalesQuote),

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

}


AVA_TaxEngine TaxEngine= New AVA_TaxEngine();

2. Search the lines “super();”and insert the following code between these

lines.

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

if(SalesQuotationLine.RecId) {

element.isCalcTax(false); }

// @AVA -


35 | P a g e

Datasources:

SalesQuotationLine

1. write

1. At the end of method add following code

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

SalesTable

Create a MenuItemButton as mentioned below:


Datasources : SalesTable

1. write



36 | P a g e

AVA_TaxEngine AVA_TaxEngine= New AVA_TaxEngine();

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

“ttscommit;” and insert the following code between these lines.

AVA_TaxEngine.GetTax(SalesTable,

systemDateGet()); // @AVA +-

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);

}

SalesTableListPage

Create a MenuItemButton as mentioned below:


37 | P a g e

LogisticsPostalAddress

Create a Button as mentioned below:


38 | P a g e

Add static text as like below fig:


39 | 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 parametars /// </summary> // @AVA+- void addressValidation() { AVA_AddressValidation addressValidation = new ava_AddressValidation(); ; addressValidation.validateAddress( strLine(LogisticsPostalAddress.Street, 0), strLine(LogisticsPostalAddress.Street, 1), strLine(LogisticsPostalAddress.Street, 2), LogisticsPostalAddress.City, LogisticsPostalAddress.State, LogisticsPostalAddress.Zipcode, LogisticsPostalAddress.CountryRegionId);


40 | P a g e

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; }

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 +-

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();

AVA_EntityUseCodeMapping entityUseCode; if (validatedAddress)

{ //addressValidation.UpdateTables(logisticsPostalAddress);


41 | P a g e

addressValidation.UpdateTables(logisticsPostalAddress,DateTimeUtil::utcNow()); } ttsBegin;

select forUpdate entityUseCode

where entityUseCode.LogisticsPostalAddressRecId == logisticsPostalAddress.Location;

if(entityUseCode) { entityUseCode.DeliveryName = LogisticsLocation.Description;

entityUseCode.Address = logisticsPostalAddress.Address; entityUseCode.update(); } ttsCommit;

super();

}

Override the method with the following code: /// <summary> /// Address validation /// </summary> // @AVA+- void clicked() { if(ava_Configuration::find().DisableAddressValidation) { error("@AVA496"); } else { super(); } }

Change property value as following


42 | P a g e


43 | P a g e

CustTable

Create a buttonGroup as mentioned below:

Create a MenuItemButtons as mentioned below:


44 | P a g e

CustTableListPage

Create a buttonGroup as mentioned below:

Create a MenuItemButtons as mentioned below:


45 | P a g e

MarkupTrans Method: Code Changes

1. Data Source -MarkupTrans ->

write


Object callerFormObject; //AVA+-

4. Add following code before last closing brackets.

//AVA +

callerFormObject = element.args().caller(); if (callerFormObject && callerFormObject.name() ==

formStr(SalesQuotationTable) && formHasMethod(callerFormObject,

identifierStr(isCalcTax))) {

callerFormObject.isCalcTax(true); }

//AVA -


46 | P a g e

5. 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; Contineous: false;

Smallest: 1 Largest: 99999999 Next: This value should be higher

than the maximum value of the “TaxHeaderID” (field) of the “Ava_Header” (Table).


47 | P a g e

6. MENU

Modifications

To Import the Avatax menu please follow the following steps :

1. Go to Import window 2. Select “SharedProject_AvalaraAX.xpo


48 | 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.


49 | P a g e

AVATAX - AX PROJECT INTEGRATION

7. TABLES (Project Integration)

AvaTax Changed the following list of Table:

ID Name

617 ProjProposalJour

550 TmpTaxWorkTrans

617- 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 +

//BP Deviation Documented 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">


50 | P a g e

/// boolean update = false /// </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; }

550 - TmpTaxWorkTrans


1. showTaxValue Search the line “ConAmtNumber = TaxEngine.SalesQuotationTaxDataUpdate(this.TaxCode,

this.SourceRecId, DetailNumber, '', PrevTaxCode, True); }” and “ TaxValue =

Conpeek(ConAmtNumber,1);” and insert the following lines

in between

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);


51 | P a g e

} if (this.SourceTableId ==

tablename2id(tablestr(projProposalRevenue))) {

ConAmtNumber = TaxEngine.projProposalRevenueTaxDataUpdate(this.TaxCode,


if (this.SourceTableId ==

tablename2id(tablestr(projProposalCost))) {

ConAmtNumber = TaxEngine.projProposalCostTaxDataUpdate(this.TaxCode,


8. CLASSES (Project Integration)

AvaTax Changed the following list of Classes:

1019305 - SalesInvoiceJournalCreate


initJournalHeader Search for “super();” and add following after

// @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);

}

ID Name

1019305 SalesInvoiceJournalCreate

1018730 ProjInvoiceJournalPost

1204 TaxProj

583 Tax

683 SalesQuotationEditLinesForm_Proj_Send

681 SalesQuotationEditLinesForm_Proj_Confir

1018729 ProjInvoiceJournalCreate


52 | P a g e

// @AVA -

1018730 – ProjInvoiceJournalPost


postJournalPost

Override this method and add the following code:

1. Add the following variable declaration: AVA_TaxEngine ava_TaxEngine = new

AVA_TaxEngine(); // @AVA +-

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

// @AVA +

if ((!projInvoiceJour.isProforma()) && (AVA_TaxEngine.isProjPrepayment(projProposalJour))) AVA_TaxEngine.CommitTax(projInvoiceJour.ProjInvoiceId,

projProposalJour.TaxGroupId, projProposalJour.DefaultDimension,

projProposalJour.InvoiceAmount < 0 ? salesType::ReturnItem : salesType::Sales);

1204 - TaxProj


1. new 1. Add the following macro after variable declaration #AVA_Macro

Search the line “lineRecId = SalesCalcTax.transRecId();” and “if (! this.checkTaxCodesByLine()) {“ and replace the existing

code with the following code.

//@AVA+ /*

this.insertIntersection(salesCalcTax.transTaxGroup(), salesCalcTax.transTaxItemGroup(),

salesCalcTax.transTransId(),

salesCalcTax.transItemId(), taxCalculationDate);

*/ //BP Deviation Documented


53 | P a g e

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

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

{ this.insertIntersection(salesCalcTax.transTaxGroup(),

salesCalcTax.transTaxItemGroup(), salesCalcTax.transTransId(),

salesCalcTax.transItemId(),

taxCalculationDate); }

else {

if (salesCalcTax.markupTaxItemGroup()) {

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

salesCalcTax.transTaxItemGroup(), salesCalcTax.transTransId(),


} else

{


#All, salesCalcTax.transTransId(),


} }

//@AVA-

2. markup 1. Add the following macro #AVA_Macro

2. Search the line “markupAdminister = NoYes::Yes;”

and “if (! this.checkTaxCodesByLine()) “ and replace the existing code with following code.

//@AVA+ /*

this.insertIntersection(salesCalcTax.markupTaxGroup(),

salesCalcTax.markupTaxItemGroup(), _transId,

markupTrans.Txt, taxDate);

*/


54 | P a g e

//BP Deviation Documented if

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

(AVA_Configuration::find().DisableTaxCalculation)) {

this.insertIntersection(salesCalcTax.markupTaxGroup(),

salesCalcTax.markupTaxItemGroup(), _transId,

markupTrans.Txt, taxDate);

} else

{ if (salesCalcTax.markupTaxItemGroup())

{


salesCalcTax.markupTaxItemGroup(),

_transId, markupTrans.Txt,

taxDate); }

else

{

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

_transId, markupTrans.Txt,

taxDate); }

}

//@AVA-

583 – Tax


1. allocateInTaxWorkTrans

Search the line “ConAmtNumber = TaxEngine.SalesQuotationTaxDataUpdate(taxWorkTrans.TaxCo

de, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode); }” and “taxWorkTrans.TaxAmount =


55 | P a g e

Conpeek(ConAmtNumber,1)*(-1);” and insert the following code in between


tablename2id(tablestr(projProposalOnAcc))) {

ConAmtNumber = TaxEngine.projProposalOnAccTaxDataUpdate(taxWorkTrans.Ta

xCode, taxWorkTrans.SourceRecId, DetailNumber,

AVA_invoiceId, PrevTaxCode); }

if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalItem)))

{ ConAmtNumber =

TaxEngine.projProposalItemTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber,

AVA_invoiceId, PrevTaxCode);


tablename2id(tablestr(projProposalEmpl))) {

ConAmtNumber = TaxEngine.projProposalEmplTaxDataUpdate(taxWorkTrans.Tax

Code, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode);

}

if (taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalRevenue)))

{ ConAmtNumber =

TaxEngine.projProposalRevenueTaxDataUpdate(taxWorkTrans.TaxCode, taxWorkTrans.SourceRecId, DetailNumber,

AVA_invoiceId, PrevTaxCode); }


tablename2id(tablestr(projProposalCost))) {

ConAmtNumber = TaxEngine.projProposalCostTaxDataUpdate(taxWorkTrans.TaxC

ode, taxWorkTrans.SourceRecId, DetailNumber, AVA_invoiceId, PrevTaxCode);

}

683 - SalesQuotationEditLinesForm_Proj_Send


createJournal 1. Declare the following variable

AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); // @AVA +-


56 | P a g e

2. Search the line

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

and insert the following code in between

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

681 - SalesQuotationEditLinesForm_Proj_Confir


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

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

1018729 – 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 EInvoiceCFDIPostValidation_MX::construct(projInvoice

Jour.InvoiceDate);

}} //</GMX>”

and “this.exchRateSet();” and insert the following

code in between

// @AVA + if (projInvoiceJour.isProforma())


57 | P a g e

ava_TaxEngine.GetTax(projProposalJour, projInvoiceParmTable.InvoiceDate, true, null);

else ava_TaxEngine.GetTax(projProposalJour,

projInvoiceParmTable.InvoiceDate, false, null ,ava_DocumentType::SalesInvoice,

projInvoiceJour.ProjInvoiceId); // @AVA -

initTotals

1. Declare the variables and add call of GetTax

as highlighted below { PSACustomerRetention psaCustomerRetention; AVA_TaxEngine ava_TaxEngine = New AVA_TaxEngine(); #AVA_Macro ; projProposalJour = this.getProjProposalJour(projInvoiceParmTable, true); //AVA+ if (projInvoiceJour.isProforma()) ava_TaxEngine.GetTax(projProposalJour, projInvoiceParmTable.InvoiceDate, true, null); else ava_TaxEngine.GetTax(projProposalJour, projInvoiceParmTable.InvoiceDate, false, null ,ava_DocumentType::SalesInvoice, projInvoiceJour.ProjInvoiceId); // @AVA - if (isConfigurationkeyEnabled(configurationKeyNum(PSAARRetainage)) && !this.proforma()) { psaCustomerRetention = new PSACustomerRetention(); psaCustomerRetention.parmProjProposalJour(projProposalJour); psaCustomerRetention.initParmDefault(); psaCustomerRetention.parmQueryRevenueTrans(true); psaCustomerRetention.run(); } projProposalJour.InvoiceDate = projInvoiceParmTable.InvoiceDate; projProposalTotals = new ProjProposalTotals(projProposalJour, parmId); projProposalTotals.projInvoiceParmTable(projInvoiceParmTable); projProposalTotals.calc(); // update projproposaljour while posting project invoice proposal if (projProposalJour && !projProposalJour.InvoiceAmount) { projProposalJour.selectForUpdate(true); projProposalJour.InvoiceAmount = projProposalTotals.projInvoiceTotalAmount(); projProposalJour.update(); }


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this.parmTax(projProposalTotals.tax()); if (projProposalTotals.projInvoiceTotalAmount() < 0) creditNote = NoYes::Yes; else creditNote = NoYes::No; }

9. FORMS (Project Integration)

AvaTax Changes are at the following list of Form:

SalesQuotationProjTable

ProjInvoiceProposalDetail

ProjInvoiceProposalListPage

ProjInvoiceTotals

ProjInvoiceProposal

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

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

1. Add following at the end of method element.isCalcTax(true); // @AVA +-


AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); //

@AVA +-

2. 2. Search the lines

“SalesQuotationTotals::showTax(menuitemDisplayStr(TaxTmpWorkSalesQuote), salesQuotationTable);” and insert

the following code above this line.


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// @AVA +-


ttsbegin; TaxEngine.GetTax(salesQuotationTable, Today());

ttscommit; }

// @AVA + 3. Search the lines

“SalesQuotationTotals::showTax(menuitemDisplayStr(TaxTmpWorkSalesQuote), salesQuotationTable);” and

insert the following code below this line.

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

1. Override clicked method as follows

void clicked()

{ // @AVA +-

AVA_TaxEngine TaxEngine = New

AVA_TaxEngine(); //


ttsbegin; TaxEngine.GetTax(salesQuotationTable, Today());

// Docdate needs to be calculate ttscommit;

}

// @AVA +-

super();

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

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.


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AVA_TaxEngine.GetTax(projProposalJour, projProposalJour.InvoiceDate); // @AVA +-

ProjInvoiceProposalListPage



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 +-

ProjInvoiceTotals


calcTotals



2.Search the line “displayFieldsProj =

ProjProposalTotals::displayFieldsServer(projProposalJourLocal.RecId);” and insert the following lines before this line.


ProjInvoiceProposal

Create a menu button as mentioned below


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init 1. Declare Micro as following.

#AVA_Macro //AVA+-


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getShowTax 1. Declare following variable.


2. Search for “projProposalTotals = new

ProjProposalTotals(projProposalJour);” and “ projProposalTotals.calc();” and add following code in between


10. Number Sequence (Project Integration)

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; Contineous: false; Smallest: 1

Largest: 99999999 Next: This value should be higher than the maximum value of the “TaxHeaderID” (field) of

the “Ava_Header” (Table).

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