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?

Freight Signup and view all the answers

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

CustomerOrder.Promotion.ShippingDiscountTotal Signup and view all the answers

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

To estimate taxes for an order. Signup and view all the answers

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

TaxJar Signup and view all the answers

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

When the address is new construction not yet recognized. Signup and view all the answers

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

A quote call. Signup and view all the answers

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

Two for each jurisdiction. Signup and view all the answers

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

They ensure compliance with local tax rules. Signup and view all the answers

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

The tax shows as TBD on the final order summary. Signup and view all the answers

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

It does not account for complex tax rules. Signup and view all the answers

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

To determine freight tax calculations Signup and view all the answers

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

When 'Ship Via' is set to Store Pick-Up Signup and view all the answers

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

Warehouse.City Signup and view all the answers

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

The user’s selected warehouse influences the tax calculations Signup and view all the answers

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

Warehouse.Address2 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.