We have some situations where an order entry staff needs to enter a part on the fly. When they do, they choose the product group, but they also have to set the tax category.
Is there a way for them to choose a product group and have the order entry screen default the tax category to the category set at the product group level?
Thank you.
You likely know my answer: BPM 
Thanks. I figured that may be the road we have to take, but we were first curious if this was expected behavior.
What sort of BPM element controls the value of one dropbox based on choosing another? (e.g. If they select X product group, change the tax category to Y)… I didn’t know a BPM could change the onscreen dropdowns without page refresh.
It turns out that if the Tax Category is blank when a Prod Group is selected, the TaxCat will be updated from the PrdGrp. So either disable the default Tax Cat (if that’s even a thing that can be done), or make a BPM on SalesOrder.ChangeGroup to set the TaxCat as desired.
Pretty straightforward (at least it was after I did it 
)
Pre-Proc on SalesOrder.ChangeGroup
Make a variable (like shown above) to hold the TaxCatID from the PG
In the Set Argument/Variable widget, set the variable you made with the expression:
Db.ProdGrup.Where( r =>r.Company == callContextClient.CurrentCompany && r.ProdCode == dsOrderDtlRow.ProdCode).Select( r =>r.TaxCatID).DefaultIfEmpty("").FirstOrDefault()
Then use a Set Field widget to update the TaxCatID in the temp table
The expression is just TaxCat_from_PG (the variable you created)
And it automatically updates the TaxCat in the UI.
Note that this will always change the TaxCat to the one specified by the Prd Grp. The default action of the UI is to only update the TaxCat if it is blank. So maybe test for the PrdGrp being used first.
When a new On the Fly part is added to an order, the tax category is instantly set. Do you know if this is a setting somewhere? (none of the tax categories are checked as “default”).
I’d like to see if I can default this tax category to blank so that I can test if changing the product group will, by default, change the tax category.
Double check the Prod Tax Category screen. Use the List view and sort by “SysDefault”
Odd. Mine are all blank.
Here’s what I see:
With a Product Tax Cat set as the default, making a new line in order entry creates the “empty” line record, but Tax Cat is automatically selected.
With no Product Tax Cat set as the default, making a new line in order entry creates the “empty” line record, and the Tax Cat is blank.
Yes, I see that too.
However, once I type in some random part number (e.g. abcde), the tax cat gets set. I’m wondering if there is some random BPM running that I can’t find.
When you type in a part on the fly number and hit tab, does your tax cat stay blank (when none is set as default)?
Yes. After entering a POTF P/N and hitting tab, my Tax Cat is still blank.
I poked around in Copmany Configuration and didn’t see any settings for default tax cat.
FWIW - we have TaxConnect by Avalara, and that might be the difference we’re seeing.
Thanks. We’re also on Avalara.
I’ll keep looking to figure out why hitting tab sets a Tax Cat.
Thank you, again.
maybe here …
Tax connect is turned off in my test environment. maybe thats why this wasnt being applied
Yup! That’s it. Thank you, so much!
Ah. I would offer to disable the tax field if it’s a Part on the Fly and let the BPM populate it on save.
Jason Woods
http://LinkedIn.com/in/jasoncwoods
Interesting. Why? What is the easiest way to check if the part is a “part on the fly”?
OrderDtl.PartExists would be a good first try. Next would be the PartNumPartDescription being blank.
Go with PartExists. Because you can’t save if the Part description is blank.
The LineDesc must have a value, but the PartNumPartDescription comes from the Part record.
