Third-party Plugins - Tax Integration PDF
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This document explains how to integrate tax calculations into Optimizely Configured Commerce, showcasing both a built-in and third-party system approach. It details the process for estimating and calculating taxes, including handling complex tax rules and scenarios, such as multiple tax jurisdictions.
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Get started with tax calculators Updated 7 months ago FollowNot yet followed by anyone Optimizely Configured Commerce provides two different ways to calculate taxes - use the built-in tax calculator or integrate with a 3rd-party tax system. Our built-in tax calculato...
Get started with tax calculators Updated 7 months ago FollowNot yet followed by anyone Optimizely Configured Commerce provides two different ways to calculate taxes - use the built-in tax calculator or integrate with a 3rd-party tax system. Our built-in tax calculator works well for customers who are looking to provide a rough estimate of taxes for an order, but are not looking for fully tax-compliant calculations. The built-in tax calculator can estimate taxes based on ZIP/Postal Code and/or State/Provinces, with a single configurable percentage for each record. The State/Province tax configuration can support two separate tax rates, which helps account for Canada tax (such as HST, GST & PST). Because of the complex tax rules (such as multiple tax jurisdictions for a given ZIP/Postal Code, product category rules unique per jurisdiction, and so on), Optimizely highly recommends using a 3rd-party tax system like Avalara or CyberSource. These systems are built to ensure tax calculations are compliant with local jurisdiction rules. During the checkout process, customers are allowed to checkout with addresses that the tax provider deems invalid. There are business reasons for allowing this, for example the address might be new construction that does not exist yet or the customer's site configuration may not allow address editing and their ERP data is incorrect, but we do not want to prevent the collection of the order. In these cases, customers receive a message indicating the ship-to address is invalid and we cannot calculate tax for the order at this time. The tax on the final order summary shows as TBD. Supported third-party tax calculators Avalara CyberSource Vertex Avalara Tax calculation API call This topic provides an overview of the Avalara API used to display a tax quote to the user before finalizing their checkout process. Method: Real-time call Avalara API Optimizely will make a real-time call to the Avalara API during the transition between the Addresses Page to the Review and Pay Page, but only if the Order Simulation call is bypassed or not made. This will allow Configured Commerce to display a tax quote to the user before finalizing their checkout process. The call to Avalara will only be a quote call; nothing will be written into the Avalara system. Field Mapping: Avalara SOAP TaxSvc.Ge tTax API - Request Avala Field ra ISC Table.Field Notes Name Elem ent --- --- --- --- Order Header Application Setting ='TaxCalculator_Avalara_CompanyCo Company de' Code Setting = Company Code Document Static Value = 'SalesOrder' Type Document CustomerOrder.OrderNumber Code Document CustomerOrder.OrderDate Date Customer CustomerOrder. CustomerNumber # CustomerOrder.PromotionOrderDisc ountTotal + Discount CustomerOrder.Promotion.ShippingD iscountTotal Order Lines Line Discounte d Line # OrderLine.Line ERP Item # OrderLine.ProductName QTY OrderLine.QtyOrdered Ordered Extended OrderLine.ExtendedActualPrice Price Tax Code OrderLine.TaxCode1 Descriptio Product.ShortDescription n Order Line - Freight (Created if Freight is Applied to Order) Line CustomerOrder. Discounte PromotionShippingDiscountTotal d Line # StaticValue ='Freight' ERP Item # StaticValue ='Freight' QTY StaticValue ='1' Ordered CustomerOrder.FullShippingCharge - Extended CustomerOrder. Price PromotionShippingDiscountTotal Application Setting Tax Code ='TaxCalculator_Avalara_FreightTaxC ode' Descriptio Product.ShortDescription n Origin Address FOR Warehouse.* JOIN CustomerOrder.Wa rehouse = Warehouse.Name Address Warehouse.Address1 Line 1 NOTE: Dependent on 'User Order Warehouse for Tax Origin Address' Address Warehouse.Address2 Line 2 City Warehouse.City State Warehouse.State Zip Warehouse.Zip Country Warehouse.ShipSite Destinatio n Address IF Ship Via = Store Pick-Up THEN Replicate Address CustomerOrder.STAddress1 Origin Address in Line 1 Destination Address ELSE use CustomerOrder.ST* Address CustomerOrder.STAddress2 Line 2 Address CustomerOrder.STAddress3 Line 3 City CustomerOrder.STCity State CustomerOrder.STState Zip CustomerOrder.STZip Country CustomerOrder.STCountry Updated over 1 year ago
