Sales Tax on Invoice and Line Items

[Lisette]

Existing solution pushing invoices with no sales tax has worked. Now need to push sales tax on some invoices. I've set up an area where we can pull the Sales Tax Groups and get the IDs. Users then select from these groups for projects and invoices. So, I have the QB List ID as well as the Full Name. I've tried following the example in the demo to set the sales tax by both name and List ID. This is the step from the demo. I'm just filling in the related value I have rather than the global field noted below.

PCQB_RqAddFieldWithValue( "ItemSalesTaxRef::FullName"; Main::gPush_Invoice CustomerSalesTaxCodeRefFullName)

I've got this for both the Invoice as a whole and the line item. The invoice tax step comes just after setting the due date.

I get the attached error. What am I doing wrong?

[Geoffrey Gerhard]

Your example step is passing the ItemSalesTaxRef, and if that step is active, it's NOT the source of this problem.

The error message is telling you that the identified element is out of sequence. SalesTaxCodeRef is a component of an InvoiceLine—think "taxable" or "non-taxable" (although the QB defaults are, I think, "tax" and "non") and as such belongs inside an InvoiceLine node.

 

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC 28105
704.814.6852

[Lisette]

Thanks, I'll give that a try in the morning. The demo file shows setting ItemSalesTaxRef as part of the invoice and SalesTaxCodeRef as a part of the line items.

If this is sending just tax and non for the line item, how do I associate the proper tax jurisdiction rate with the Invoice? That's what I thought the ItemSalesTaxRef was, and that the SalesTaxCodeRef at the line item would be the tax or non, though I likely have that passing the wrong value. In this instance, we have 5 possible tax jurisdictions with different rates.

Thanks again.

[Geoffrey Gerhard]

It looks like we're saying the same thing, and that your understanding of what should be happening is correct. I suspect that when you look at your script, you'll find that the step that calls...

PCQB_RqAddFieldWithValue( "SalesTaxCodeRef::FullName"; "your value here" ) 

... precedes the step that calls ...

PCQB_RqAddRelatedRecord( "InvoiceLineAdd" ; "" ; "" )

... and that moving the former below the latter (likely just above the step that calls the "PCQB_RqCloseRelatedRecord" function) will resolve the problem. If not, feel free to post a screenshot of your script.

HTH!

Geoffrey Gerhard
Creative Solutions Incorporated
14000 Creekside Drive
Matthews, NC 28105
704.814.6852

[Lisette]

Thanks for your help. The issue was that I was entering the tax for the line item after I had closed the line item. Just needed to move the close related record step down below the tax step. Missed it due to the way that line was wrapping in my remote session.