Overview

The Sales Document Get Tax Plugin can be used to get taxes via supported 3rd-party tax engines. When properly set up, taxes will only be calculated when using this plugin. Workflow may be set up to utilize this plugin. The benefit of using this plugin is that there would be fewer calls to 3rd party tax engines. Available starting with build 4.3.2.8.

Usage

Once enabled, the plugin may be used directly from a Sales Document or set up through Workflow.

Workflow Setup

To trigger the Sales Document Get Tax Plugin automatically within a workflow, you may select 'Sales Document Get Tax' on the Plugin column.

This will trigger the plugin as the document is forwarded out of the queue the plugin is set on. In the above example, as the document leaves INVOICE+, it triggers the plugin and calculates the tax.

Security and Settings

Security

Sales Document Get Tax - The Sales Document Get Tax Plugin can be used to get taxes via supported 3rd party tax engines.

Settings

Use Sales Document Get Tax Plugin to Calculate Taxes - With this setting enabled, 3rd party taxes will only be calculated when the Sales Document Get Tax Plugin is used. Defaults to 'False'.