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Sales Order creation via Rest APIs with Manual Sale Tax override

  • 4 December 2022
  • 4 replies
  • 443 views

Userlevel 1

We can easily import sales order with Acumatica REST APIs but we cant get TaxOverrides to work during the api call.  We did create a Manual Tax zone and Tax ID  and both comes in but when the order gets created but the tax amount comes in at zero and not the values we send in.

For example this below JSON  crates the order but tax amount comes to zero instead of $2

{

  "OrderType": {  "value": "SO"  },

  "CustomerID": {  "value": "AMAZONG"  },

  "Details": [ {"InventoryID": {  "value": "SKU1"   }, 

       "OrderQty": { "value": 1 }, 

       "UOM": { "value": "EA" },

      "UnitPrice": { "value": 10.0 } } ],

  "FinancialSettings": { "OverrideTaxZone" : { "value": true },"CustomerTaxZone" : { "value": "MANUAL" } },

  "TaxDetails": [ { "TaxID": { "value": "MANUAL" }, 

       "TaxableAmount": { "value": 10.0 }, 

       "TaxAmount": { "value": 2.0 }  } ],

  "TaxTotal": { "value": 2.0 }

}

 

Once the order is created, users can go through the UI and open the order and in the taxes TAB, update the Tax amount. So it just seems like the system is not picking up the Tax Amount we are sending but its picking up the overrides tax zone and tax ID fine.

Any guidance on what we are doing wrong would be helpful ?

 

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Best answer by jinin 5 December 2022, 08:32

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4 replies

Userlevel 6
Badge +3

Hi @SBalmer1 ,

We have this issue in Acumatica in few versions, we have to use the update call to update taxamount passing the unique ‘id’ recieved on the initial sales order create response call.

Userlevel 7
Badge +11

Hi @SBalmer1 


We can create orders with Tax details. But need to set the “ IsTaxValid “as true.

Please refer to the below sample code.

{
"OrderNbr": {
"value": "<NEW>"
},
"OrderType": {
"value": "SO"
},
"CustomerID": {
"value": "327177"
},
"note": "",
"CustomerOrder": {
"value": "STG21002"
},

"IsTaxValid": {
"value": true
},
"Details": [
{
"note": "",
"InventoryID": {
"value": "020053"
},
"OrderQty": {
"value": "1.0000"
},
"MasterQty": {
"value": "1.0000"
},
"ManualPrice": {
"value": true
},
"UnitPrice": {
"value": 79.99
},
"ManualDIscount": {
"value": true
},
"DiscountAmount": {
"value": 0
},
"TaxCategory": {
"value": "DEFAULT"
}
}

]



"FinancialSettings": {
"OverrideTaxZone": {
"value": true
},
"CustomerTaxZone": {
"value": "MANUAL"
},
},
"TaxDetails": [
{
"TaxID": {
"value": "MANUALID"
},
"TaxAmount": {
"value": "5.8400"
}
}
],

"Date": {
"value": "12/01/2022"
},
"RequestedOn": {
"value": "12/01/2022"
}
}

 

Userlevel 1

Hi @SBalmer1 ,

We have this issue in Acumatica in few versions, we have to use the update call to update taxamount passing the unique ‘id’ recieved on the initial sales order create response call.

Thanks, but looks like update call is not needed :)  As @jinin mentioned, all that was needed was the additional IsTaxValid value to be set to true.  I don't know how he knew this but he did :)  Was this documented somewhere that I missed?

Userlevel 7
Badge +11

Hi @SBalmer1 ,

We have this issue in Acumatica in few versions, we have to use the update call to update taxamount passing the unique ‘id’ recieved on the initial sales order create response call.

Thanks, but looks like update call is not needed :)  As @jinin mentioned, all that was needed was the additional IsTaxValid value to be set to true.  I don't know how he knew this but he did :)  Was this documented somewhere that I missed?

Hi @SBalmer1,  Not sure if any document is available with this. But when we worked on this same scenario, identified the field used to validate the tax. :)

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