Third-party Plugins	tax integration
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Questions and Answers

What is the value used for the Document Type field in the tax request?

  • Invoice
  • CustomerOrder
  • SalesOrder (correct)
  • PurchaseOrder

Which field represents the customer order number in the tax request?

  • CustomerOrder.PromotionOrderDiscountTotal
  • CustomerOrder.OrderNumber (correct)
  • CustomerOrder.OrderDate
  • CustomerOrder.CustomerNumber

Which element provides the quantity ordered in the order lines?

  • CustomerOrder.Discounte
  • OrderLine.TaxCode1
  • OrderLine.QtyOrdered (correct)
  • OrderLine.ExtendedActualPrice

What static value is assigned for the Order Line when freight is applied?

<p>Freight (C)</p> Signup and view all the answers

Which field is used to obtain the total discount applied to the customer's order?

<p>CustomerOrder.Promotion.ShippingDiscountTotal (D)</p> Signup and view all the answers

What is the primary purpose of the built-in tax calculator provided by Optimizely?

<p>To estimate taxes for an order. (D)</p> Signup and view all the answers

Which third-party tax system is NOT mentioned as a supported tax calculator?

<p>TaxJar (B)</p> Signup and view all the answers

In what scenario might a customer receive a message indicating an invalid ship-to address?

<p>When the address is new construction not yet recognized. (C)</p> Signup and view all the answers

What type of call does Optimizely make to the Avalara API during the checkout process?

<p>A quote call. (D)</p> Signup and view all the answers

How many separate tax rates can the State/Province tax configuration support?

<p>Two for each jurisdiction. (B)</p> Signup and view all the answers

Why is it recommended to use a third-party tax system like Avalara or CyberSource?

<p>They ensure compliance with local tax rules. (D)</p> Signup and view all the answers

What happens to the tax calculation if there is an invalid address during checkout?

<p>The tax shows as TBD on the final order summary. (D)</p> Signup and view all the answers

What limitation exists when using the built-in tax calculator?

<p>It does not account for complex tax rules. (D)</p> Signup and view all the answers

What is the purpose of the 'Tax Code' in the application settings?

<p>To determine freight tax calculations (B)</p> Signup and view all the answers

When is the 'Destination Address' replicated from the 'Origin Address'?

<p>When 'Ship Via' is set to Store Pick-Up (A)</p> Signup and view all the answers

Which of the following fields is part of the 'Warehouse' information?

<p>Warehouse.City (C)</p> Signup and view all the answers

What is indicated by the statement 'NOTE: Dependent on User Order Warehouse for Tax Origin Address'?

<p>The user’s selected warehouse influences the tax calculations (C)</p> Signup and view all the answers

Which of the following is NOT included in the Destination Address details?

<p>Warehouse.Address2 (B)</p> Signup and view all the answers

Study Notes

Optimizely Configured Commerce Tax Calculators

  • Optimizely Configured Commerce offers two tax calculation methods: a built-in calculator and integration with third-party tax systems.
  • The built-in calculator provides rough estimates based on ZIP/Postal Code and State/Province, using a single configurable percentage for each record.
  • It supports two separate tax rates for State/Province configurations, accommodating Canadian taxes like HST, GST, and PST.
  • Due to complex tax rules, Optimizely recommends using third-party tax systems like Avalara or CyberSource for tax-compliant calculations.
  • These systems ensure compliance with local tax regulations.
  • If the tax provider deems a shipping address invalid, the order summary shows the tax as "TBD".
  • This occurs to allow orders with invalid addresses to proceed, considering potential reasons like new construction or data discrepancies.
  • Supported third-party tax calculators include Avalara, CyberSource, and Vertex.

Avalara Tax Calculation API Call

  • Optimizely makes a real-time call to the Avalara API during checkout transition.
  • This API call occurs only if the Order Simulation call is bypassed or not made.
  • The call provides a tax quote to the user before final checkout, without writing information into the Avalara system.
  • The field mapping between Optimizely and Avalara API involves various attributes, some static, others sourced from customer data.
  • This mapping includes order details like company code, order number, date, customer number, discounts, order lines, and shipping information.

Avalara API Field Mapping

  • The mapping uses elements from both Optimizely's data and Avalara's API.
  • The Order Header section includes company code and document type.
  • The Document section includes order number, date, and customer number.
  • Order Lines include line details like line number, ERP item number, quantity ordered, extended price, tax code, and description.
  • The Freight section is populated if freight is applied to the order, using static values for line number, item number, and quantity.
  • Origin Address is populated using Warehouse data, with the option to replicate Origin Address in Destination Address if shipping is via Store Pick-Up.
  • Destination Address pulls data from CustomerOrder fields, including Address Lines, City, State, Zip, and Country.

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Description

Explore the tax calculation methods used in Optimizely Configured Commerce, including the built-in calculator and integration with third-party tax systems. Learn about the various tax rates and how compliance with local regulations is ensured. This quiz will help you understand when to use the in-built methods and when to opt for external solutions like Avalara.

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