AvaTax for Dynamics AX 2012 R2 U6 - Avalara Help Centerapi/deki/files/15831/AX_AvaTax_Install_R... · AvaTax for Dynamics AX 2012 R2 U6 Code Change Document ... MarkupTrans ... “this.tax

AvaTax for

Dynamics AX 2012 R2 CU6

Code Change Document

Version 1.0

Revision date: 6/10/16 Product release #: AvaTax for Microsoft Dynamics AX 2012 R2 CU6 Version AX

6.2.1000.1437.03.00

Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights

governing the subject matter in this document. Except as expressly provided in any written license agreement

from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property.

© 2016 Avalara, Inc. All rights reserved.

Avalara, AvaTax, AvaTax Calc, AvaTax Returns, AvaTax Certs, AvaTax Local, AvaLocal, AvaTax POS, AvaPOS, AvaRates, TrustFile, BPObridge, Laserbridge+, Sales Taxll, Sales TaxPC, SalestaxPC+,

StatetaxII, and StatetaxPC are either registered trademarks or trademarks of Avalara, Inc. in the United

States or other countries.

All other trademarks are property of their respective owners.

Install Document AvaTax Connector for MS Dynamics AX 2012 R2 CU6 <MS Dynamics AX Connector Build AX 6.2.1000.1437.03.00>

2 | P a g e

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

1. TmpTaxWorkTrans................................................................................................................. 5 2. SalesParameters ...................................................................................................................... 7 3. LogisticsPostalAddress ........................................................................................................... 7 4. SalesTable ............................................................................................................................... 8 5 - MarkupTable ......................................................................................................................... 9

6 – CustTable ............................................................................................................................ 10 7 - CustInvoiceTable ................................................................................................................. 10

3. MAP .......................................................................................................................................... 11 1. LogisticsPostalAddressMap .................................................................................................. 11

4. CLASSES ................................................................................................................................. 13 1. SalesQuotationEditLinesForm_Sales_Confir ....................................................................... 13

2. SalesQuotationEditLinesForm_Sales_Send ......................................................................... 14 3. SalesInvoiceJournalPost ....................................................................................................... 15 4. CustPostInvoice .................................................................................................................... 15

5. SalesTotals_ParmTrans......................................................................................................... 16 6. SalesInvoiceJournalCreate .................................................................................................... 16

7. ApplicationVersion ............................................................................................................... 17 8. Tax ........................................................................................................................................ 17 9. SalesTableForm .................................................................................................................... 22

10. NumberSeqModuleSalesOrder ........................................................................................... 23 11. SalesTotals .......................................................................................................................... 23

12. SalesTableListPageInteraction ............................................................................................ 24 13. FormletterJournalCreate ..................................................................................................... 24

14. SalesQuotationController .................................................................................................... 24 15. FormletterService ................................................................................................................ 25

5. FORMS ..................................................................................................................................... 25 1. CustFreeInvoice .................................................................................................................... 26 2. SalesQuotationTable ............................................................................................................. 28

3. SalesTable ............................................................................................................................. 30 4. SalesTableListPage ............................................................................................................... 32

5. LogisticsPostalAddress ......................................................................................................... 33 6. CUSTTABLE ....................................................................................................................... 39 7. CUSTTABLELISTPAGE..................................................................................................... 41

8. MarkupTrans ......................................................................................................................... 43 6. Number Sequence ..................................................................................................................... 44 Ava_Head ..................................................................................................................................... 44 7. MENU ....................................................................................................................................... 45

8. TABLES (Project Integration) .................................................................................................. 47 1. ProjProposalJour ................................................................................................................... 47 2. TmpTaxWorkTrans............................................................................................................... 48

9. CLASSES (Project Integration) ................................................................................................ 51 1. ProjInvoiceJournalCreate ...................................................................................................... 51 2. ProjInvoiceJournalPost ......................................................................................................... 52


3 | P a g e

3. TaxProj .................................................................................................................................. 52 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 5. ProjInvoiceProposal .............................................................................................................. 58


4 | P a g e

1. OVERVIEW

To install the AvaTax connector for MS Dynamics AX 2012 R2 CU6.

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 R2 CU6) 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 R2 CU6. 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.


5 | P a g e

2. TABLES

AvaTax change the following tables:

S. No. Object ID Name

1. 550 TmpTaxWorkTrans

2. 367 SalesParameters

3. 2941 LogisticsPostalAddress

4. 366 SalesTable

5. 229 MarkupTable

6. 77 CustTable

7. 1209 CustInvoiceTable

1. TmpTaxWorkTrans

Method Name Modifications

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; // </GIN> ; // @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)))


6 | 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))) { 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);


7 | P a g e

//BP Deviation Documented globalCache.set(#TmpTaxWorkTrans, 0,PrevTaxCode); //BP Deviation Documented 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, this.CalculationDate, this.TaxBaseAmount); // <GIN> } // </GIN> } return taxValue; }

2. SalesParameters


numRefAVANum

Create this new method with below code. static client server NumberSequenceReference numRefAVANum() { return NumberSeqReference::findReference(extendedTypeNum(AVA_HeaderId)); }

3. LogisticsPostalAddress



8 | P a g e

initFromAVA_AddressValidation

Create this new method with below code. 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

Create this new method with below code. /// <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; }

4. SalesTable


1. checkAgainstCreditLimit

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-


9 | P a g e

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-

5 - MarkupTable


MarkupTable->DeleteActions

Add delete action with AVA_ShippingCodeMapping table with following properties


Add delete action with AVA_MiscchargeMapping table with following properties


10 | P a g e

6 – CustTable



Add delete action with AVA_EntityUseCodeMapping table with following properties

7 - CustInvoiceTable


ValidateWrite

1. Add the following code in the declaration: AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); // @AVA +- 2. Search for the following code ret = ret && this.checkCreditLimit(); add following code before it: //AVA+ if (((subStr(this.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)))) { ava_TaxEngine.GetTax(this, this.InvoiceDate); } //AVA-


11 | P a g e

3. MAP


1. 3110 LogisticsPostalAddressMap

1. LogisticsPostalAddressMap

Create mapping for AVA_tmpInputAddress as follows:


12 | P a g e

Create mapping for AVA_tmpValidAddress as follows:


13 | P a g e

4. CLASSES

S. No.

Object ID Name

1. 685 SalesQuotationEditLinesForm_Sales_Confir

2. 686 SalesQuotationEditLinesForm_Sales_Send

3. 1019195 SalesInvoiceJournalPost

4. 77 CustPostInvoice

5. 547 SalesTotals_ParmTrans

6. 1019192 SalesInvoiceJournalCreate

7. 758 ApplicationVersion

8. 583 Tax

9. 1235 SalesTableForm

10. 1016487 NumberSeqModuleSalesOrder

11. 546 SalesTotals

12. 1019381 SalesTableListPageInteraction

13. 1013833 FormletterJournalCreate

14. 1018292 SalesQuotationController

15. 101368 FormletterService

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 MarkupTrans markupTrans; //@AVA+-

2.Search the line “salesDeliverySchedule.insert(); }” and “// PBA Begin if (salesQuotationLineUpdate.ItemPBAId)” and insert the following code in between


14 | P a g e

// @AVA + ArrLine [Line] = salesLine.RecId; Line++; // @AVA – 3.Search the line “Markup::copy(false,salesQuotationLineUpdate,salesLine);” and insert following code after

// @AVA + while select RecId from markupTrans where markupTrans.TransTableId == salesLine.TableId && markupTrans.TransRecId == salesLine.RecId { ArrLine [Line] = markupTrans.RecId; line++; } // @AVA -

4. updateNow

1. Declare the following variable AVA_TaxEngine TaxEngine = New AVA_TaxEngine(); // @AVA +- MarkupTrans markupTrans; 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

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


15 | P a g e

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

3. SalesInvoiceJournalPost


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


run 1. Declare the following variable AVA_TaxEngine taxEngine = new AVA_TaxEngine(); // @AVA +- 2. Search the line ““[invoiceId, voucher] = numberSeq.numAndVoucher(); //<GEEU> }” and “if (!voucher)” and insert the following code in between // @AVA + 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);


16 | P a g e

} // @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 -

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) {


17 | P a g e

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 -

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;


18 | P a g e

// @AVA - 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)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(custInvoiceLine)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(MarkupTrans)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(SalesQuotationLine)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalOnAcc)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalItem)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalEmpl)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalRevenue)) || taxWorkTrans.SourceTableId == tablename2id(tablestr(projProposalCost))) { 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))) {


19 | P a g e

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))) { 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);


20 | P a g e

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) { 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;


21 | P a g e

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), 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 -


22 | P a g e

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, 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


23 | P a g e

{ // @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.parmWizardIsManual(NoYes::No); datatype.parmWizardIsChangeDownAllowed(NoYes::No); datatype.parmWizardIsChangeUpAllowed(NoYes::No); datatype.parmIsGroupEnabled(NoYes::Yes); datatype.parmSortField(66); datatype.addParameterType(NumberSeqParameterType::DataArea, true, false); this.create(datatype); // @AVA -

11. SalesTotals


executeDisplayFieldsServer

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


24 | P a g e

salesTable = _orderTable; if (salesTable.SalesStatus != SalesStatus::Invoiced) { ava_TaxEngine.GetTax(salesTable, systemDateGet()); // @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 -

13. FormletterJournalCreate


createJournal

1. Declare the line “this.initJournalHeader();” and comment line

// this.initJournalHeader();

2. Search the line “this.initRecordList();” and add following code after this.initJournalHeader();

14. SalesQuotationController

Property Code Changes

RunOn Change the property ‘RunOn’ to ’Client’


25 | P a g e

15. FormletterService

Method Name

Modifications

run

1. Declare the following variable // @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) { 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 -

5. FORMS


26 | P a g e

S. No. Name

1. CustFreeInvoice

2. SalesQuotationTable

3. SalesTable

4. SalesTableListPage


6. CustTable

7. CustTableListPage

8. MarkupTrans

1. CustFreeInvoice

Methods: Code Changes

ClasssDeclaration Declare variable as below boolean isHeaderAddressChanged;//AVA+-

Data Sources ->CustInvoiceTable -> CheckFieldsAreChanged

Add following code at the end //AVA+ isHeaderAddressChanged =false; if ((subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)) && !AVA_Configuration::find().DisableTaxCalculation) { if(custInvoiceTable.PostalAddress != originalInvoice.PostalAddress) { recreateTax = true; isHeaderAddressChanged = true; } } //AVA-


27 | P a g e

\Forms\CustFreeInvoice\Designs\Design\[ActionPane:ActionPane]\[ActionPaneTab:InvoiceActionsTab]\[ButtonGroup:DetailsAction]\MenuItemButton:CustInvoiceTableTotals\Methods\clicked

Create new method clicked as below: void clicked() { WorkflowTable workflowTableFieldList; AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); ; select DefaultConfiguration from workflowTableFieldList where workflowTableFieldList.TemplateName == 'CustFreeTextInvoiceTemplate' && workflowTableFieldList.DefaultConfiguration == NoYes::Yes; if ((WorkflowTable::findActiveTemplate('CustFreeTextInvoiceTemplate') || workflowTableFieldList.DefaultConfiguration)) { if (custInvoiceLine.RecId && ((subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)))) ava_TaxEngine.GetTax(custInvoiceTable, custInvoiceTable.InvoiceDate); custInvoiceLine_ds.research(true); } if (custInvoiceLine.RecId && (subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)) && !AVA_Configuration::find().DisableTaxCalculation) { if(isHeaderAddressChanged) { ava_TaxEngine.GetTax(custInvoiceTable, custInvoiceTable.InvoiceDate); isHeaderAddressChanged = false; } } super(); }

\Forms\CustFreeInvoice\Designs\Design\[ActionPane:ActionPane]\[ActionPaneTab:InvoiceActionsTab]\[ButtonGroup:DetailsAction]\MenuItemButton:TaxTransSource\Methods\clicked

1. Add the following code in the declaration: //AVA + WorkflowTable workflowTableFieldList; AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); //AVA - 2. Search for the code custFreeInvoiceCalcTotals = new CustFreeInvoiceCalcTotals(custInvoiceTable); Add the following code before it: //AVA+ select DefaultConfiguration from workflowTableFieldList where workflowTableFieldList.TemplateName == 'CustFreeTextInvoiceTemplate'


28 | P a g e

&& workflowTableFieldList.DefaultConfiguration == NoYes::Yes; if ((WorkflowTable::findActiveTemplate('CustFreeTextInvoiceTemplate') || workflowTableFieldList.DefaultConfiguration)) { if (custInvoiceLine.RecId && ((subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)))) ava_TaxEngine.GetTax(custInvoiceTable, custInvoiceTable.InvoiceDate); custInvoiceLine_ds.research(true); } if (custInvoiceLine.RecId && (subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)) && !AVA_Configuration::find().DisableTaxCalculation) { if(isHeaderAddressChanged) { ava_TaxEngine.GetTax(custInvoiceTable, custInvoiceTable.InvoiceDate); isHeaderAddressChanged = false; } } //AVA –

\Forms\CustFreeInvoice\Designs\Design\[ActionPane:ActionPane]\[ActionPaneTab:InvoiceActionsTab]\[ButtonGroup:PostAction]\MenuItemButton:ButtonCustPostInvoiceJob

Declare following variable AVA_TaxEngine ava_TaxEngine = new AVA_TaxEngine(); //AVA+- Add following code before “super();” if (custInvoiceLine.RecId && (subStr(custInvoiceTable.TaxGroup,1,6) == subStr(AVA_Configuration::find().TaxGroupId,1,6)) && !AVA_Configuration::find().DisableTaxCalculation) { if(isHeaderAddressChanged) { ava_TaxEngine.GetTax(custInvoiceTable, custInvoiceTable.InvoiceDate); isHeaderAddressChanged = false; } }

2. SalesQuotationTable

Method: Code Changes

Methods: 1. ClassDeclaration

1. Declare the following variable

boolean isCalcTax; // @AVA +-


29 | P a g e

2. init 3. isCalcTax

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 +- if (element.isCalcTax()) { ttsbegin;


30 | P a g e

Datasources: SalesQuotationTable 1. write Datasources: SalesQuotationLine 1. write

taxEngine.GetTax(salesQuotationTable, today()); ttscommit; } // @AVA +- SalesQuotationTotals::showTax(menuitemDisplayStr(TaxTmpWorkSalesQuote), salesQuotationTable); element.isCalcTax(false); // @AVA +- } 1. Declare the following variable 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:


31 | P a g e


Datasources : SalesTable 1. write

1. Declare the following variable 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+-

init

1. Add the following macro before variable declaration #AVA_Macro

2.Search the line “if (isUnrealizedVATEnabled) { this.updateDesignForUnrealizedVAT();


32 | P a g e

}” 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(); AVA_TaxEngine.GetTax(SalesTable, systemDateGet()); //@AVA+- element.automaticTotalDiscount(); SalesTotals::showTaxLine(menuitemDisplayStr (TaxTmpWorkSalesOrder), salesTable,salesLine,element);

}

4. SalesTableListPage



33 | P a g e


Create a Button as mentioned below:


34 | P a g e


35 | P a g e

Add static text as like below fig:


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,


36 | P a g e

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(); }

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()


37 | P a g e

{ AVA_AddressValidation addressValidation = new ava_AddressValidation(); AVA_EntityUseCodeMapping entityUseCode; if (validatedAddress) 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


38 | P a g e


39 | P a g e

6. CUSTTABLE

Create a buttonGroup as mentioned below:

Create a MenuItemButtons as mentioned below:


40 | P a g e


41 | P a g e

7. CUSTTABLELISTPAGE

Create a buttonGroup as mentioned below:


42 | P a g e

Create a MenuItemButtons as mentioned below:


43 | P a g e

8. MarkupTrans


1. Data Source -MarkupTrans -> write

1. Declare the following variable Object callerFormObject; //AVA+-

2. 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 -


44 | P a g e

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).


45 | 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


46 | 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.


47 | P a g e

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; Search the line “(this.InvoiceDate == dateNull())” and “ } this.CustBankAccountId = CustTable::find(this.InvoiceAccount).BankAccount;” 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))) { this.InvoiceDate = today(); 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 /// </param> /// <returns>


48 | P a g e

/// 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(); //BP Deviation Documented 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))) { ConAmtNumber = TaxEngine.SalesTaxDataUpdate(this.TaxCode, this.SourceRecId, DetailNumber, '', PrevTaxCode, True); } if (this.SourceTableId == tablename2id(tablestr(CustInvoiceLine))) {


49 | P a g e

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))) { 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));


50 | P a g e

} else // @AVA -


51 | P a g e

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 ava_TaxEngine.GetTax(projProposalJour, 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(configurationKeyNum(PSAARRetainage))” and insert the following code in between

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


1. 1017548 ProjInvoiceJournalCreate

2. 1017549 ProjInvoiceJournalPost

3. 1204 TaxProj

4. 683 SalesQuotationEditLinesForm_Proj_Send

5. 681 SalesQuotationEditLinesForm_Proj_Confir


52 | P a g e

ava_TaxEngine.GetTax(projProposalJour, projInvoiceParmTable.InvoiceDate); else ava_TaxEngine.GetTax(projProposalJour, 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 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); // @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);” and replace the following code above to this. //@AVA+ /*


53 | P a g e

this.insertIntersection(salesCalcTax.markupTaxGroup(), salesCalcTax.markupTaxItemGroup(), _transId, markupTrans.Txt, taxDate); */ //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()) { this.insertIntersection(Ava_configuration::find().TaxGroupId, salesCalcTax.markupTaxItemGroup(), _transId, markupTrans.Txt, taxDate); } else { this.insertIntersection(Ava_configuration::find().TaxGroupId, #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(), ” And replace below code with this. //@AVA+ /*this.insertIntersection(salesCalcTax.transTaxGroup(), salesCalcTax.transTaxItemGroup(), salesCalcTax.transTransId(),


54 | P a g e

salesCalcTax.transItemId(), taxCalculationDate);*/ //BP Deviation Documented 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(), salesCalcTax.transItemId(), taxCalculationDate); } else { this.insertIntersection(Ava_configuration::find().TaxGroupId, #All, salesCalcTax.transTransId(), salesCalcTax.transItemId(), taxCalculationDate); } } //@AVA-

4. SalesQuotationEditLinesForm_Proj_Send


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 +-


55 | P a g e

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


56 | P a g e

10. FORMS (Project Integration)

AvaTax Changes are at the following list of Form:

S. No. Name

1. SalesQuotationProjTable

2. ProjInvoiceProposalDetail

3. ProjInvoiceProposalListPage

4. ProjInvoiceTotals

5. ProjInvoiceProposal

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

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

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

1. Declare the following variable 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. // @AVA +- if (element.isCalcTax()) { ttsbegin; TaxEngine.GetTax(salesQuotationTable, Today()); ttscommit; } // @AVA +


57 | P a g e

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(); // if (element.isCalcTax()) { ttsbegin; TaxEngine.GetTax(salesQuotationTable, Today()); ttscommit; } // @AVA +-

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

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.


58 | P a g e

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 +-

4. ProjInvoiceTotals


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.


5. ProjInvoiceProposal


getShowTax

1. Declare following variable. AVA_TaxEngine AVA_TaxEngine = New AVA_TaxEngine();// @AVA +-

2. Search the Line “projProposalTotals.calc();” and insert the following lines before this line.


Init 1. Declare the following macro as below: #AVA_Macro //@AVA+-



59 | P a g e

Documents

AvaTax for Dynamics AX 2012 R2 U6 - Avalara Help Centerapi/deki/files/15831/AX_AvaTax_Install_R... · AvaTax for Dynamics AX 2012 R2 U6 Code Change Document ... MarkupTrans ... “this.tax