Tax calculation on line item - Quote Sugar 7.9

RE: Tax calculation on line item - Quote Sugar 7.9

Francesca Shiekh — Mon, 11 May 2020 12:30:03 GMT

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…

RE: Tax calculation on line item - Quote Sugar 7.9

Ashish Roshan — Mon, 11 May 2020 05:47:44 GMT

Thanks For Reply Francesca Shiekh

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

RE: Tax calculation on line item - Quote Sugar 7.9

Francesca Shiekh — Wed, 29 Apr 2020 20:27:39 GMT

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.

RE: Tax calculation on line item - Quote Sugar 7.9

Ashish Roshan — Wed, 29 Apr 2020 04:34:08 GMT

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..

RE: Tax calculation on line item - Quote Sugar 7.9

Aravind Kumar — Mon, 09 Apr 2018 08:24:24 GMT

Happy

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Sat, 03 Mar 2018 06:38:32 GMT

Hi Aravind Kumar,

It is working. Thanks for help.

Thanks

Asif

RE: Tax calculation on line item - Quote Sugar 7.9

Aravind Kumar — Thu, 01 Mar 2018 11:24:23 GMT

Offshore Evolution did you add your field in custom/modules/Quotes/clients/base/views/record/record.php under

product_bundle_items

it should work

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Thu, 01 Mar 2018 11:15:11 GMT

Hi Aravind Kumar,

It is not displaying value in detail or edit record page. I have set same as Francesca Shiekh code.

1) line_tax_percent_c - It is float type field but it is not displaying value.

2) line_tax_amount_c - It is currency formula field but it is displaying value.

3) customrow_toggle_c - it is varchar type field but it is not displaying value.

RE: Tax calculation on line item - Quote Sugar 7.9

Aravind Kumar — Thu, 01 Mar 2018 07:01:13 GMT

Hi Offshore Evolution, Did you followed Francesca Shiekh code? so what was the field type you have mentioned? Is it not working on Edit View alone or you cant view that values in Detail View?

Provide us your Field Creation details code and the modification you have made.

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Thu, 01 Mar 2018 06:13:29 GMT

I have created custom field "line_tax_percent_c" and "custom_toggle" in "Quote Line Item(Product)". When I have edited quote line item but it's db store value not come.

I have set field in "custom/modules/Products/clients/base/views/quote-data-group-list/quote-data-group-list.php".

<?php
/*
* Your installation or use of this SugarCRM file is subject to the applicable
* terms available at
* http://support.sugarcrm.com/Resources/Master_Subscription_Agreements/.
* If you do not agree to all of the applicable terms or do not have the
* authority to bind the entity as an authorized representative, then do not
* install or use this SugarCRM file.
*
* Copyright (C) SugarCRM Inc. All rights reserved.
*/
$viewdefs['Products']['base']['view']['quote-data-group-list'] = array(
    'panels' => array(
        array(
            'name' => 'products_quote_data_group_list',
            'label' => 'LBL_PRODUCTS_QUOTE_DATA_LIST',
            'fields' => array(
                array(
                    'name' => 'line_num',
                    'label' => null,
                    'widthClass' => 'cell-xsmall',
                    'css_class' => 'line_num tcenter',
                    'type' => 'line-num',
                    'readonly' => true,
                ),
                array(
                    'name' => 'quantity',
                    'label' => 'LBL_QUANTITY',
                    'widthClass' => 'cell-small',
                    'css_class' => 'quantity',
                    'type' => 'float',
                ),
                array(
                    'name' => 'product_template_name',
                    'label' => 'LBL_ITEM_NAME',
                    'widthClass' => 'cell-large',
                    'type' => 'quote-data-relate',
                    'required' => true,
                ),
                array(
                    'name' => 'mft_part_num',
                    'label' => 'LBL_MFT_PART_NUM',
                    'type' => 'base',
                ),
                array(
                    'name' => 'discount_price',
                    'label' => 'LBL_DISCOUNT_PRICE',
                    'type' => 'currency',
                    'convertToBase' => true,
                    'showTransactionalAmount' => true,
                    'related_fields' => array(
                        'discount_price',
                        'currency_id',
                        'base_rate',
                    ),
                ),
                array(
                    'name' => 'discount',
                    'type' => 'fieldset',
                    'css_class' => 'quote-discount-percent',
                    'label' => 'LBL_DISCOUNT_AMOUNT',
                    'fields' => array(
                        array(
                            'name' => 'discount_amount',
                            'label' => 'LBL_DISCOUNT_AMOUNT',
                            'type' => 'discount',
                            'convertToBase' => true,
                            'showTransactionalAmount' => true,
                        ),
                        array(
                            'type' => 'discount-select',
                            'name' => 'discount_select',
                            'no_default_action' => true,
                            'buttons' => array(
                                array(
                                    'type' => 'rowaction',
                                    'name' => 'select_discount_amount_button',
                                    'label' => 'LBL_DISCOUNT_AMOUNT',
                                    'event' => 'button:discount_select_change:click',
                                ),
                                array(
                                    'type' => 'rowaction',
                                    'name' => 'select_discount_percent_button',
                                    'label' => 'LBL_DISCOUNT_PERCENT',
                                    'event' => 'button:discount_select_change:click',
                                ),
                            ),
                        ),
                    ),
                ),
                array(
                  'name'=>'customrow_toggle_c',
                  'widthClass' => 'cell-small',
                  'label'=>'LBL_CUSTOMROW_TOGGLE',
                  'type' => 'varchar',
                ),
                array(
                  'name'=>'line_tax_percent_c',
                  'widthClass' => 'cell-small',
                  'label'=>'LBL_LINE_TAX_PERCENT_C',
                  'type' => 'float',

                ),
                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',
                  ),
                ),
                array(
                    'name' => 'total_amount',
                    'label' => 'LBL_LINE_ITEM_TOTAL',
                    'type' => 'currency',
                    'widthClass' => 'cell-medium',
                    'showTransactionalAmount' => true,
                    'related_fields' => array(
                        'total_amount',
                        'currency_id',
                        'base_rate',
                    ),
                ),
            ),
        ),
    ),
);

Francesca Shiekh Aravind Kumar

Thanks

Asif

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Thu, 01 Mar 2018 05:34:22 GMT

Hi Francesca Shiekh,

It is working fine. Thank you very much for help.

Thanks

Asif

RE: Tax calculation on line item - Quote Sugar 7.9

Francesca Shiekh — Wed, 28 Feb 2018 14:00:50 GMT

I added a calculated field for the bundle tax total:

custom/Extension/modules/ProductBundles/fields/tax_amount_c.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',
);

and one for the Quote tax total

<?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',
);

Note that they happen to be named the same but are separate fields, one in ProductBundles, the other in Quotes.

And the ProductBundle total:

custom/Extension/modules/ProductBundles/Ext/Vardefs/sugarfield_total.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';

The Quote total is a rollup of ProductBundle total so it does not need changing.

This is not the only way, you could redefine the calculations for the existing tax fields, but I found it easier to create my own tax fields.

You will need to edit your views to include your new calculated fields:

custom/modules/ProductBundles/clients/base/views/quote-data-group-footer/quote-data-group-footer.php

and

custom/modules/Quotes/clients/base/views/quote-data-grand-totals-footer/quote-data-grand-totals-footer.php

and

custom/modules/Quotes/clients/base/views/quote-data-grand-totals-header/quote-data-grand-totals-header.php

I hope I didn't miss anything.

FrancescaS

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Wed, 28 Feb 2018 11:20:31 GMT

Hello Francesca Shiekh,

Thanks for Francesca Shiekh and Aravind Kumar.

Line item level tax is working for me.

How can I calculate Group level total tax add in Group total ?

How can I calculate total tax add in Quote Grand total ?

RE: Tax calculation on line item - Quote Sugar 7.9

Aravind Kumar — Tue, 27 Feb 2018 15:19:25 GMT

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

RE: Tax calculation on line item - Quote Sugar 7.9

Francesca Shiekh — Tue, 27 Feb 2018 14:50:40 GMT

You are right! Thank you Aravind Kumar

FrancescaS

RE: Tax calculation on line item - Quote Sugar 7.9

Aravind Kumar — Tue, 27 Feb 2018 04:45:39 GMT

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

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Mon, 26 Feb 2018 04:39:41 GMT

He Richard Coleman,

I have not checked and I have not get resolved my issue. If you will find, then you will inform me.

Thanks

Asif

RE: Tax calculation on line item - Quote Sugar 7.9

Richard Coleman — Mon, 22 Jan 2018 11:29:54 GMT

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.

RE: Tax calculation on line item - Quote Sugar 7.9

Offshore Evolution — Sat, 09 Sep 2017 08:00:34 GMT

HiFrancesca Shiekh,

I will try it.

Thanks

Asif

Offshore Evolution

RE: Tax calculation on line item - Quote Sugar 7.9

Francesca Shiekh — Thu, 07 Sep 2017 14:41:02 GMT

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