Order entry tax schedule maps

An order entry tax schedule map associates a tax schedule with customers (through a contact tax group) and items (through an item tax group). These maps drive the taxes that are applied to a line item. The tax schedule contains the tax detail records, which define the amount of tax to apply.

Your company must be subscribed to the Taxes application. For more information see Tax Schedule Maps.

Please be aware that this object is currently "Uncertified" in our open beta, signifying that it has not undergone the complete review process and the design may change during ongoing refinement. Users are advised to exercise discretion in using this object and are encouraged to provide feedback.

List order entry tax schedule maps

get/objects/tax/order-entry-tax-schedule-map

Returns a collection with a key, ID, and link for each order entry tax schedule map. This operation is mostly for use in testing; use query to find objects that meet certain criteria and to specify properties that are returned.

Permissions and other requirements
SubscriptionOrder Entry
User typeBusiness
PermissionsList Tax Schedule Maps
SecurityOAuth2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": [
    • {
      • "key": "2",
      • "id": "2",
      • "href": "/objects/tax/order-entry-tax-schedule-map/2"
      },
    • {
      • "key": "15",
      • "id": "15",
      • "href": "/objects/tax/order-entry-tax-schedule-map/15"
      },
    • {
      • "key": "12",
      • "id": "12",
      • "href": "/objects/tax/order-entry-tax-schedule-map/12"
      }
    ],
  • "ia::meta": {
    • "totalCount": 3,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}

Create an order entry tax schedule map

post/objects/tax/order-entry-tax-schedule-map

Creates a new order entry tax schedule map.

Permissions and other requirements
SubscriptionOrder Entry
User typeBusiness
PermissionsAdd Tax Schedule Maps
SecurityOAuth2
Request
Request Body schema: application/json
required
object

Tax solution associated with the order entry tax schedule map.

key
string

System-assigned key for the tax solution.

Example: "1"
id
string

Unique identifier for the tax solution.

Example: "United Kingdom - VAT"
required
object

Tax group to which the order entry tax schedule map applies.

key
string

System-assigned key for the contact tax group.

Example: "1"
id
string

Unique identifier for the contact tax group.

Example: "Auto Contact Tax"
required
object

Item tax group to which the order entry tax schedule map applies.

key
string

System-assigned key for the item tax group.

Example: "1"
id
string

Unique identifier for the item tax group.

Example: "ABC Tax Group"
required
object

Transaction definition to which the order entry tax schedule map applies.

key
string

System-assigned key for the transaction definition.

Example: "1"
id
string

Unique identifier for the transaction definition.

Example: "Transaction Document"
Responses
201

Created

400

Bad Request

Request samples
application/json
{
  • "taxSchedule": {
    • "name": "Alabama Tax"
    },
  • "itemTaxGroup": {
    • "id": "Auto Tax Group"
    },
  • "contactTaxGroup": {
    • "id": "Contact Auto Tax"
    },
  • "txnDefinition": {
    • "id": "Sales Invoice"
    },
  • "taxSolution": {
    • "id": "United Kingdom - VAT"
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "2",
    • "id": "2",
    • "href": "/objects/tax/order-entry-tax-schedule-map/2"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Get an order entry tax schedule map

get/objects/tax/order-entry-tax-schedule-map/{key}

Returns detailed information for a specified order entry tax schedule map.

Permissions and other requirements
SubscriptionOrder Entry
User typeBusiness
PermissionsView Tax Schedule Maps
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the order entry tax schedule map.

Example: 2
Responses
200

OK

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::result": {
    • "key": "2",
    • "id": "2",
    • "txnDefinition": {
      • "id": "Sales Invoice",
      • "key": "130",
      • "href": "/objects/order-entry/txn-definition/130"
      },
    • "itemTaxGroup": {
      • "id": "HW Tax Group",
      • "key": "1",
      • "href": "/objects/tax/item-tax-group/1"
      },
    • "contactTaxGroup": {
      • "id": "Auto Contact Tax",
      • "key": "7",
      • "href": "/objects/tax/contact-tax-group/7"
      },
    • "taxSchedule": {
      • "name": "Sales Tax Arkansas",
      • "key": "13",
      • "id": "13",
      • "href": "/objects/tax/order-entry-tax-schedule/13"
      },
    • "isSystemGenerated": false,
    • "taxSolution": {
      • "id": "United Kingdom - VAT",
      • "key": "2",
      • "href": "/objects/tax/tax-solution/1"
      },
    • "href": "/objects/tax/order-entry-tax-schedule-map/30"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Update an order entry tax schedule map

patch/objects/tax/order-entry-tax-schedule-map/{key}

Updates an existing order entry tax schedule map by setting field values. Any fields not provided remain unchanged.

Permissions and other requirements
SubscriptionOrder Entry
User typeBusiness
PermissionsEdit Tax Schedule Maps
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the order entry tax schedule map.

Example: 2
Request Body schema: application/json
object

Tax solution associated with the order entry tax schedule map.

key
string

System-assigned key for the tax solution.

Example: "1"
id
string

Unique identifier for the tax solution.

Example: "United Kingdom - VAT"
object

Item tax group to which the order entry tax schedule map applies.

key
string

System-assigned key for the item tax group.

Example: "1"
id
string

Unique identifier for the item tax group.

Example: "ABC Tax Group"
object

Tax group to which the order entry tax schedule map applies.

key
string

System-assigned key for the contact tax group.

Example: "1"
id
string

Unique identifier for the contact tax group.

Example: "Auto Contact Tax"
object

Transaction definition to which the order entry tax schedule map applies.

key
string

System-assigned key for the transaction definition.

Example: "1"
id
string

Unique identifier for the transaction definition.

Example: "Transaction Document"
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "contactTaxGroup": {
    • "id": "Contact Tax Group"
    }
}
Response samples
application/json
{
  • "ia::result": {
    • "key": "2",
    • "href": "/objects/tax/order-entry-tax-schedule-map/2"
    },
  • "ia::meta": {
    • "totalCount": 1
    }
}

Delete an order entry tax schedule map

delete/objects/tax/order-entry-tax-schedule-map/{key}

Deletes an order entry tax schedule map.

Permissions and other requirements
SubscriptionOrder Entry
User typeBusiness
PermissionsDelete Tax Schedule Maps
SecurityOAuth2
Request
path Parameters
key
required
string

System-assigned unique key for the order entry tax schedule map.

Example: 2
Responses
204

No Content

400

Bad Request

Request samples
Response samples
application/json
{
  • "ia::error": {
    • "code": "invalidRequest",
    • "message": "Malformed URL",
    • "supportId": "sQrM9%7EYdh5oDEWVb80mrn9xuHjoAAAABBQ",
    • "details": [
      • {
        }
      ]
    }
}

Query order entry tax schedule maps

post/services/core/query

Queries an object for filtered data.

SecurityOAuth2
Request
Request Body schema: application/json
object
string

Object type to query, in the form <application-name>/<object name>. For custom objects use platform-apps/nsp::<object-name>.

Example: "tax/order-entry-tax-schedule-map"
fields
Array of strings

List of fields to include in the response. Can be any combination of these:

  • The name of a field in the object that you are querying, such as id.

  • The name of a field in a related object, using the form relatedObjectName.fieldName, such as vendor.id.

  • The result of an aggregate function run against the values in the returned objects. Use the form function:fieldName, such as min:startDate to return the earliest starting date. Valid function names are:

    • count
    • avg
    • sum
    • min
    • max
  • The result of an aggregate function run against the values in related objects, using the form function:relatedObjectName.fieldName, such as max:vendor.creditLimit. The same functions are supported as for object fields.

Example: ["key","id","max:vendor.creditLimit"]
Array of equal (object) or not equal (object) or less than (object) or (less than or equal (object)) or greater than (object) or (greater than or equal (object)) or in (object) or not in (object) or between (object) or not between (object) or contains (object) or does not contain (object) or starts with (object) or does not start with (object) or ends with (object) or does not end with (object)

Filter conditions to select the objects to return based on their field values. You use operators and conditions to build your filter, such as {"$eq":{"status":"active"}} to select objects in which status is equal to "active".

Example: [{"$eq":{"status":"active"}},{"$gt":{"totalDue":"1000"}},{"$contains":{"name":"Acme"}}]
Array
Any of:

Field value must be equal to this specified value.

For date fields, you can use these macro values that are relative to the current date or the asOfDate in filterParameters, if set:

  • today
  • currentWeek
  • currentMonth
  • currentQuarter
  • currentYear
  • yesterday
  • lastWeek
  • priorMonth
  • priorQuarter
  • priorYear

These are most useful for queries that you want to save and use repeatedly, such as for views or reports. Just change the asOfDate each time to retrieve the same data set for different time periods.

For example, {"eq":{"postingDate":"priorYear"}}.

object

The field name and value to be compared with object values.

Example: {"status":"active"}
filterExpression
string
Default: "and"

Logical operators to apply when there are multiple filter conditions. The conditions in the filters array are implicitly numbered starting at 1. Supports and, or, and grouping with parentheses.

Shortcuts:

  • and by itself means that all conditions must be true.
  • or by itself means that at least one condition must be true.
Example: "(1 and 2) or 3"
object

Pre-defined filter options.

asOfDate
string <date>

The "as of" date to use with any relative date comparisons in filters. For example, if asOfDate is set to "2022-04-01" then priorMonth will be "03".

The current date is used if asOfDate is not set.

Example: "2022-04-01"
includeHierarchyFields
boolean
Default: false

Set to true to include hierarchical structure information with each object in the response.

Example: false
caseSensitiveComparison
boolean
Default: true

Queries are case-sensitive by default. Set to false to ignore case in a query.

Example: true
includePrivate
boolean
Default: false

By default, in a multi-entity company, queries from the top-level entity do not access data in private entities. Set includePrivate to true if you want to query data in private entities.

Example: false
Array of objects

Set the order of the results by specifying field names to sort by and whether they should be in ascending or descending order.

Example: [{"totalDue":"asc"},{"lastPaymentMadeDate":"desc"}]
Array
property name*
additional property
string
Enum: "asc" "desc"
start
integer

First record of the result set to include in the response.

Example: 1
size
integer

Number of records to include in the response.

Example: 100
Responses
200

OK

400

Bad Request

Request samples
application/json
{
  • "object": "accounts-payable/vendor",
  • "fields": [
    • "id",
    • "name",
    • "status",
    • "href"
    ],
  • "filters": [
    • {
      • "$eq": {
        }
      },
    • {
      • "$eq": {
        }
      }
    ],
  • "filterExpression": "1 and 2",
  • "orderBy": [
    • {
      • "id": "asc"
      }
    ]
}
Response samples
application/json
{
  • "ia::result": [
    • {
      • "id": "Vend-00002",
      • "name": "Test vendor",
      • "status": "active",
      • "href": "/objects/accounts-payable/vendor/85"
      },
    • {
      • "id": "VEND-00010",
      • "name": "Design Works",
      • "status": "active",
      • "href": "/objects/accounts-payable/vendor/111"
      }
    ],
  • "ia::meta": {
    • "totalCount": 2,
    • "start": 1,
    • "pageSize": 100,
    • "next": null,
    • "previous": null
    }
}