Has anyone else looked into implementing different Tax rates at product level, to subsequently use these within Quoted line items module?
The Product Catalogue module currently only has a dropdown to identify if a product is either Taxable or Non-Taxable, no filed to select which tax rate.
By the way, as we cannot even create the relationship between Product catalogue and Tax module as it's not in Studio, does anyone know how to expose this module to make use of it in Studio?
Many thanks
Its possible to add a custom dropdown field to the Product Catalogue (e.g. producttaxrate_c) and then
1) specify text and/or numeric field for the QLI record (e.g. productTaxRate_string_c and productTaxRate_value_c)
2) set them up as calculated fields for QLI , e.g.
3) setup Worksheet Columns in the Quote Configuration (in Admin section)
That will make the tax rate per QLI product possible
The next question is how to include different QLI taxes into the Quote/Invoice printout, specifically in the Quotes footer
Technically the simple solution might be just to add the custom field - aka Grand Tax - for using it in the Quote footer (that might be Quote custom filed) and then to calculate its value from the QLI taxes rates
If you are keen to make it no-coding then, perhaps, that could be done via configuring a logic hook on QLI is saved
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Its possible to add a custom dropdown field to the Product Catalogue (e.g. producttaxrate_c) and then
1) specify text and/or numeric field for the QLI record (e.g. productTaxRate_string_c and productTaxRate_value_c)
2) set them up as calculated fields for QLI , e.g.
3) setup Worksheet Columns in the Quote Configuration (in Admin section)
That will make the tax rate per QLI product possible
The next question is how to include different QLI taxes into the Quote/Invoice printout, specifically in the Quotes footer
Technically the simple solution might be just to add the custom field - aka Grand Tax - for using it in the Quote footer (that might be Quote custom filed) and then to calculate its value from the QLI taxes rates
If you are keen to make it no-coding then, perhaps, that could be done via configuring a logic hook on QLI is saved
Best Regards,
Dmytro Chupylka
integroscrm.com
We make work in Sugar CRM system faster, more convenient and efficient
Thanks for your efforts.
I would suggest keeping it simp0le and also not use calculated field in the QLI but instead add a Relate field to the Tax rates module same as we did for the Catalogue module.
I have logged into your demo instance and added this Relate field to the QLI and the Quotes layout (can't seem to change it's position to be after Line item total).
So the logic hook only needs to lookup the Tax rate when a product is added into Quote QLI from the matching product catalogue entry.
Then all that remains is to adjust the calculated fields so as they take the Tax rate Relate field into consideration, which we can do.
Hope that makes sense?
