Tax calculation on line item - Quote Sugar 7.9

I needed line item tax as well, I called the field line_tax_amount_c. In my case this is not a percentage but an amount, I have an API which retrieves the correct amount based on tax tables on our ERP system and returns it to the Quote. 

I add up the line item tax at ProductBundle level:

custom/Extension/modules/ProductBundles/Ext/Vardefs/vardef.ext.php

<?php
$dictionary['ProductBundle']['fields']['tax_amount_c']['labelValue']='Tax Amount';
$dictionary['ProductBundle']['fields']['tax_amount_c']['calculated']='true';
$dictionary['ProductBundle']['fields']['tax_amount_c']['formula']='rollupCurrencySum($products, "line_tax_amount_c")';
$dictionary['ProductBundle']['fields']['tax_amount_c']['enforced']='true';
$dictionary['ProductBundle']['fields']['tax_amount_c']['dependency']='';
$dictionary['ProductBundle']['fields']['tax_amount_c']['related_fields']=array (
  0 => 'currency_id',
  1 => 'base_rate',
);

Then I add the Tax to the Bundle Total:

custom/Extension/modules/ProductBundles/Ext/Vardefs/sugarfield_total.php

<?php
$dictionary['ProductBundle']['fields']['total']['formula']='currencyAdd($new_sub, $tax_amount_c)';
$dictionary['ProductBundle']['fields']['total']['related_fields']=array (
  0 => 'currency_id',
  1 => 'base_rate',
  2 => 'new_sub',
  3 => 'tax_amount_c',
);
$dictionary['ProductBundle']['fields']['total']['calculated']='true';
$dictionary['ProductBundle']['fields']['total']['enforced']='true';

I then add the bundle tax for the total Tax at Quote level:

custom/Extension/modules/Quotes/Ext/Vardefs/sugarfield_tax_amount_c.php

<?php
// created: 2017-06-13 11:14:46
$dictionary['Quote']['fields']['tax_amount_c']['duplicate_merge_dom_value']=0;
$dictionary['Quote']['fields']['tax_amount_c']['labelValue']='Tax';
$dictionary['Quote']['fields']['tax_amount_c']['calculated']='true';
$dictionary['Quote']['fields']['tax_amount_c']['formula']='rollupCurrencySum($product_bundles,"tax_amount_c")';
$dictionary['Quote']['fields']['tax_amount_c']['enforced']='true';
$dictionary['Quote']['fields']['tax_amount_c']['dependency']='';
$dictionary['Quote']['fields']['tax_amount_c']['related_fields']=array (
  0 => 'currency_id',
  1 => 'base_rate',
);

The Quote total includes all the tax as it is because it's just a rollup total of the individual bundle totals, which include the line item tax per the customization above.

HTH

FrancescaS

Offshore Evolution, could you please share the code you used for creating the dropdown on the line?

Is it an enum? Or a relate field to the TaxRates class? I've been trying relate fields, enums, as well as attempting to mimic the product template lookup, but I'm struggling to get this to work as you've done, and I have the exact same requirement. If you had the code to hand, I'd really appreciate a point in the right direction.

Hi Offshore Evolution,

Its not that difficult as you think. All we need to do is to place it in the right file.Francesca Shiekh comment above is exactly how u need to do it. But one additional config.

CUSTOM FIELD

custom/Extension/modules/Products/Ext/Vardefs/sugarfield_line_tax_amount_c.php

$dictionary['Product']['fields']['line_tax_amount_c']['duplicate_merge_dom_value']=0;
$dictionary['Product']['fields']['line_tax_amount_c']['labelValue']='Tax Amount';
$dictionary['Product']['fields']['line_tax_amount_c']['calculated']='true';
$dictionary['Product']['fields']['line_tax_amount_c']['formula']='multiply($total_amount,divide($line_tax_percent_c,100))';
$dictionary['Product']['fields']['line_tax_amount_c']['enforced']='true';
$dictionary['Product']['fields']['line_tax_amount_c']['dependency']='';
$dictionary['Product']['fields']['line_tax_amount_c']['related_fields']=array (
  0 => 'currency_id',
  1 => 'base_rate',
);

and in quote-data-group-list.php

               array(
                  'name'=>'line_tax_percent_c',
                  'widthClass' => 'cell-small',
                  'label'=>'LBL_LINE_TAX_PERCENT_C',

                ),
                array(
                  'name'=>'line_tax_amount_c',
                  'label'=>'LBL_LINE_TAX_AMOUNT_C',
                  'type' => 'currency',
                  'widthClass' => 'cell-small',
                  'showTransactionalAmount' => true,
                  'related_fields' => array(
                    'total_amount',
                    'currency_id',
                    'base_rate',
                  ),
                ),

The additional part the Key is to add the custom field in Quotes record view 

product_bundle_items

/custom/modules/Quotes/clients/base/views/record/record.php

array(
         'name' => 'product_bundle_items',
         'fields' => array(
                           'name',
                          'quote_id',
                          'description',
                          'quantity',
                          'product_template_name',
                          'product_template_id',
                          'deal_calc',
                          'mft_part_num',
                          'discount_price',
                          'discount_amount',
                          'tax',
                          'tax_class',
                          'subtotal',
                          'position',
                          'currency_id',
                          'base_rate',
                          'discount_select',
                          'line_tax_amount_c',
                          'custom_product_field_c',
                 ),
         'max_num' => -1,
),

then Repair and rebuild 

You are right! Thank you Aravind Kumar

FrancescaS

Thank you Francesca Shiekh, Hope Offshore Evolution confirm its working.

Thank you Francesca Shiekh, Hope Offshore Evolution confirm its working.

Hi Aravind Kumar

I have followed the same procedure but tax values not working fields are empty.

Line item level tax is not working for me.

help me to solve this..

Note that I sated that "I have an API which retrieves the correct amount based on tax tables on our ERP system and returns it to the Quote."
You will need to populate the tax for the line item, then the totals will fall in place following this post.

Thanks For Reply Francesca Shiekh

Any Reference Code for Creating Api To Fetch Prices from products. i have tried but its not working.

Hi @Ash,
See if this helps:

https://community.sugarcrm.com/message/99804-re-new-quotes-modules-how-to-update-the-current-qli-based-on-field-change?c…