{"id":10688,"date":"2015-07-22T08:45:06","date_gmt":"2015-07-22T08:45:06","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10688"},"modified":"2015-07-22T08:45:06","modified_gmt":"2015-07-22T08:45:06","slug":"calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/","title":{"rendered":"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen"},"content":{"rendered":"

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.\u00a0 Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many states and since every state has its own tax parameters calculations (i.e. VAT, CST and BED). We had to accommodate these tax values on the Quote items maintained in CRM.
\nRelated Stuff:<\/strong><\/em><\/span> Calculate CST for Quotes through Sage CRM<\/a>
\nBefore I move forward with my explanation please have a look at below \u201cNew Line Item<\/strong>\u201d images.
\n\"blogimg1\"<\/a>
\n\"blogimg2\"<\/a>
\nIf you compare above two images only state is different and related tax parameters defined above changes. We used \u201cAJAX\u201d technology to auto calculate tax parameters value based on selected product family and its respective State.
\nNow on saving above two line item details, \u201cQuote Item<\/strong>\u201d grid looks as shown below.
\n\"blogimg3\"<\/a>
\nAs you can see in above image respective tax parameter\u2019s values gets calculated individual Item wise. Total tax amount collected is shown in \u201cTotal Tax Amount\u201d field and final amount with added tax value is shown in \u201cFinal Amount\u201d field.
\nTo build this functionality we have created Triggers on Quote and Quote Items entities which calculate the CST,VAT ,BED values and stored the same.
\nHappy Scripting \ud83d\ude42
\nAlso Read:<\/strong><\/em><\/span>
\n1) \u00a0Default quote expiration\/Delivery date setting in Sage CRM<\/a>
\n2) Effective use of CPQ (Configure Price Quote) in Sage CRM<\/a>
\n3) Quote Summary Screen Enhancements in Sage CRM 7.3<\/a>
\n4) Create Quotes in Sage ERP X3 from Sage CRM<\/a>
\n5) Clone Quotes and Orders in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.\u00a0 Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48,73,88,198,271,272,296,303,304,332,1],"tags":[609,845,1859,1862,2550],"class_list":["post-10688","post","type-post","status-publish","format-standard","hentry","category-calculate","category-configuration","category-cst","category-items","category-order","category-orders","category-product","category-quote","category-quotes","category-sage-crm","category-uncategorized","tag-bed","tag-cst","tag-quote","tag-quote-items","tag-vat"],"yoast_head":"\nCalculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.\u00a0 Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2015-07-22T08:45:06+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/\",\"name\":\"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg\",\"datePublished\":\"2015-07-22T08:45:06+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/","og_locale":"en_US","og_type":"article","og_title":"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.\u00a0 Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2015-07-22T08:45:06+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/","name":"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg","datePublished":"2015-07-22T08:45:06+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/07\/blogimg1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/07\/22\/calculate-cst-vat-and-bed-taxes-on-sage-crms-quote-items-screen\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/10688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=10688"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/10688\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=10688"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=10688"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=10688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}