--- schema_version: "1" id: d162d9c1d19b80c8511161c2a22c9cc9a03940bcf1edc9c7531963adbc389bd1 title: TaxEngineAdapter Interface collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/apexref/apex_interface_commercetax_TaxEngineAdapter.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_commercetax_TaxEngineAdapter.htm source_site: developer.salesforce.com content_type: documentation content_hash: 0eef737239dc26886bb0c8c84018b12880970ed2c29e92907b823e53f340b4c5 description: Retrieves information from the tax engine and evaluates the information to define tax details.Learn more about the available methods with the TaxEngineAdapter class.The processRequest method takes an instance of TaxEngineContext class and returns a response with the calculated tax details through the TaxDetailsResponse class or an error response through the ErrorResponse class.Refer to the example implementation of the TaxEngineAdapter interface to accept information from a tax engine and evaluate the information to define tax details.You can extend and customize the tax interface for quotes and orders by using custom metadata types and tax mappings. These customizations help you with unique business requirements such as the inclusion of specific data for accurate calculations and audits. --- # TaxEngineAdapter Interface Retrieves information from the tax engine and evaluates the information to define tax details. ## Namespace [CommerceTax](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_namespace_commercetax.htm "Manage the communication between Salesforce and an external tax engine.") - **[TaxEngineAdapter Methods](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_commercetax_TaxEngineAdapter.htm#apex_commercetax_TaxEngineAdapter_methods)** Learn more about the available methods with the TaxEngineAdapter class. - **[TaxEngineAdapter Example Implementation](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_commercetax_TaxEngineAdapter.htm#apex_interface_commercetax_TaxEngineAdapter_Example)** Refer to the example implementation of the TaxEngineAdapter interface to accept information from a tax engine and evaluate the information to define tax details. - **[Tax Mappings for Quotes and Orders](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_commercetax_TaxEngineAdapter.htm#tax_contract_mappings_for_quotes_and_orders)** You can extend and customize the tax interface for quotes and orders by using custom metadata types and tax mappings. These customizations help you with unique business requirements such as the inclusion of specific data for accurate calculations and audits. ## TaxEngineAdapter Methods Learn more about the available methods with the TaxEngineAdapter class. The TaxEngineAdapter class includes these methods. - **[processRequest(requestType)](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_interface_commercetax_TaxEngineAdapter.htm#apex_commercetax_TaxEngineAdapter_processRequest)** The processRequest method takes an instance of TaxEngineContext class and returns a response with the calculated tax details through the TaxDetailsResponse class or an error response through the ErrorResponse class. ### processRequest(requestType) The processRequest method takes an instance of TaxEngineContext class and returns a response with the calculated tax details through the TaxDetailsResponse class or an error response through the ErrorResponse class. #### Signature global commercetax.TaxEngineResponse processRequest(commercetax.TaxEngineContext var1) #### Parameters - **var1**: Type: [TaxEngineContext](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_class_commercetax_TaxEngineContext.htm#apex_class_commercetax_TaxEngineContext "Wrapper class that stores details about the type of a tax calculation request.") Wrapper class that stores information about the type of a tax calculation request. #### Return Value Type: TaxEngineResponse Generic interface representing a response from a tax engine. ## TaxEngineAdapter Example Implementation Refer to the example implementation of the TaxEngineAdapter interface to accept information from a tax engine and evaluate the information to define tax details. ### Namespace [commercetax](https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_namespace_commercetax.htm "Manage the communication between Salesforce and an external tax engine.") ### Usage The TaxEngineAdapter interface accepts information from the tax engine through the TaxEngineContext class. The interface evaluates the information to define tax in the response with details, such as tax amount and addresses. The response is used to update and create entities in the Salesforce org. Use these steps to build a sample tax adapter implementation. Each tax adapter implementation varies based on your implementation requirements. Customize this example to suit your business requirements. ### Example - The custom adapter class implements the TaxEngineAdapter interface. The processRequest method takes an instance of TaxEngineContext class and returns a response with the calculated tax details through the TaxDetailsResponse class or an error response through the ErrorResponse class. global virtual class AvalaraAdapter implements commercetax.TaxEngineAdapter { global commercetax.TaxEngineResponse processRequest(commercetax.TaxEngineContext taxEngineContext) { commercetax.RequestType requestType = taxEngineContext.getRequestType(); if(requestType == commercetax.RequestType.CalculateTax){ return CalculateTaxService.getTax(taxEngineContext); } else return null; } } - This example shows the CalculateTaxService class. global class CalculateTaxService { // ============================================================================ // CONSTANT // ============================================================================ private static final String AVALARA\_ENDPOINT\_URL\_SANDBOX = 'https://sandbox-rest.avatax.com/api/v2'; // Avalara Endpoint URL Production private static final String AVALARA\_ENDPOINT\_URL\_PRODUCTION = 'https://rest.avatax.com/api/v2'; private static final String TEST\_REQUEST\_BODY = '{ "id": -1, "code": "00000131", "companyId": -1, "date": "2017-02-03T00:00:00", "taxDate": "2017-02-03T00:00:00", "status": "Temporary", "type": "SalesOrder", "reconciled": false, "totalAmount": 4000, "totalExempt": 0, "totalTax": 290, "totalTaxable": 4000, "totalTaxCalculated": 290, "adjustmentReason": "NotAdjusted", "locked": false, "version": 1, "modifiedDate": "2017-02-03T12:18:18.7347388Z", "modifiedUserId": 53894, "lines": \[ { "id": -1, "transactionId": -1, "lineNumber": "80241000000jNDCAA2", "discountAmount": 0, "exemptAmount": 0, "exemptCertId": 0, "isItemTaxable": true, "lineAmount": 1000, "reportingDate": "2017-02-03T00:00:00", "tax": 72.5, "taxableAmount": 1000, "taxCalculated": 72.5, "taxCode": "P0000000", "taxDate": "2017-02-03T00:00:00", "taxIncluded": false, "details": \[ { "id": -1, "transactionLineId": -1, "transactionId": -1, "country": "US", "region": "CA", "exemptAmount": 0, "jurisCode": "06", "jurisName": "CALIFORNIA", "stateAssignedNo": "", "jurisType": "STA", "nonTaxableAmount": 0, "rate": 0.06, "tax": 60, "taxableAmount": 1000, "taxType": "Sales", "taxName": "CA STATE TAX", "taxAuthorityTypeId": 45, "taxCalculated": 60, "rateType": "General" }, { "id": -1, "transactionLineId": -1, "transactionId": -1, "country": "US", "region": "CA", "exemptAmount": 0, "jurisCode": "075", "jurisName": "SAN FRANCISCO", "stateAssignedNo": "", "jurisType": "CTY", "nonTaxableAmount": 0, "rate": 0.0025, "tax": 2.5, "taxableAmount": 1000, "taxType": "Sales", "taxName": "CA COUNTY TAX", "taxAuthorityTypeId": 45, "taxCalculated": 2.5, "rateType": "General" }, { "id": -1, "transactionLineId": -1, "transactionId": -1, "country": "US", "region": "CA", "exemptAmount": 0, "jurisCode": "EMTV0", "jurisName": "SAN FRANCISCO CO LOCAL TAX SL", "stateAssignedNo": "38", "jurisType": "STJ", "nonTaxableAmount": 0, "rate": 0.01, "tax": 10, "taxableAmount": 1000, "taxType": "Sales", "taxName": "CA SPECIAL TAX", "taxAuthorityTypeId": 45, "taxCalculated": 10, "rateType": "General" } \] } \]}'; private static String getTestResponseString(){ List jsonResponse = new List { '"id": 0', '"code": "testDocCode1231245984"', '"companyId": 468039', '"date": "2020-07-15"', '"paymentDate": "2020-07-15"', '"status": "Temporary"', '"type": "SalesOrder"', '"customerVendorCode": "testDocCode1234"', '"customerCode": "testDocCode1234"', '"reconciled": false', '"totalAmount": 232', '"totalExempt": 0', '"totalDiscount": 0', '"totalTax": 23.43', '"totalTaxable": 232', '"totalTaxCalculated": 23.43', '"adjustmentReason": "NotAdjusted"', '"locked": false', '"version": 1', '"exchangeRateEffectiveDate": "2020-07-15"', '"exchangeRate": 1', '"modifiedDate": "2020-08-13T11:19:20.4836636Z"', '"modifiedUserId": 53894', '"taxDate": "2020-07-15T00:00:00"', '"lines": \[{"id": 0,"transactionId": 0,"lineNumber": "1","discountAmount": 0,"exemptAmount": 0,"exemptCertId": 0,"isItemTaxable": true,"itemCode": "","lineAmount": 232,"quantity": 1,"reportingDate": "2020-07-15","tax": 23.43,"taxableAmount": 232,"taxCalculated": 23.43,"taxCode": "P0000000","taxCodeId": 8087,"taxDate": "2020-07-15","taxOverrideType": "None","taxOverrideAmount": 0,"taxIncluded": false,"details": \[{"id": 0,"transactionLineId": 0,"transactionId": 0,"country": "US","region": "WA","exemptAmount": 0,"jurisCode": "53","jurisName": "WASHINGTON","stateAssignedNo": "","jurisType": "STA","jurisdictionType": "State","nonTaxableAmount": 0,"rate": 0.065,"tax": 15.08,"taxableAmount": 232,"taxType": "Sales","taxSubTypeId": "S","taxName": "WA STATE TAX","taxAuthorityTypeId": 45,"taxCalculated": 15.08,"rateType": "General","rateTypeCode": "G","unitOfBasis": "PerCurrencyUnit","isNonPassThru": false,"isFee": false},{"id": 0,"transactionLineId": 0,"transactionId": 0,"country": "US","region": "WA","exemptAmount": 0,"jurisCode": "033","jurisName": "KING","stateAssignedNo": "1700","jurisType": "CTY","jurisdictionType": "County","nonTaxableAmount": 0,"rate": 0,"tax": 0,"taxableAmount": 232,"taxType": "Sales","taxSubTypeId": "S","taxName": "WA COUNTY TAX","taxAuthorityTypeId": 45,"taxCalculated": 0,"rateType": "General","rateTypeCode": "G","unitOfBasis": "PerCurrencyUnit","isNonPassThru": false,"isFee": false}\],"nonPassthroughDetails": \[\],"hsCode": "","costInsuranceFreight": 0,"vatCode": "","vatNumberTypeId": 0}\]', '"addresses": \[{"id": 0,"transactionId": 0,"boundaryLevel": "Address","line1": "255 S. King Street","line2": "","line3": "","city": "Seattle","region": "WA","postalCode": "98104","country": "US","taxRegionId": 2109700,"latitude": "47.59821","longitude": "-122.33108"}\]', '"summary": \[{"country": "US","region": "WA","jurisType": "State","jurisCode": "53","jurisName": "WASHINGTON","taxAuthorityType": 45,"stateAssignedNo": "","taxType": "Sales","taxSubType": "S","taxName": "WA STATE TAX","rateType": "General","taxable": 232,"rate": 0.065,"tax": 15.08,"taxCalculated": 15.08,"nonTaxable": 0,"exemption": 0},{"country": "US","region": "WA","jurisType": "County","jurisCode": "033","jurisName": "KING","taxAuthorityType": 45,"stateAssignedNo": "1700","taxType": "Sales","taxSubType": "S","taxName": "WA COUNTY TAX","rateType": "General","taxable": 232,"rate": 0,"tax": 0,"taxCalculated": 0,"nonTaxable": 0,"exemption": 0}\]' }; return '{' + String.join(jsonResponse, ',') + '}'; } public static commercetax.TaxEngineResponse getTax(commercetax.TaxEngineContext taxEngineContext) { commercetax.CalculateTaxRequest request = (commercetax.CalculateTaxRequest)taxEngineContext.getRequest(); commercetax.calculatetaxtype requestType = request.taxtype; string referenceEntity = request.ReferenceEntityId; try{ List listOfLines = request.lineItems; if(!listOfLines.isEmpty()){ HttpService sendHttpRequest = new HttpService(); sendHttpRequest.addHeader('Content-type', 'application/json'); String requestBody = AvalaraJSONBuilder.getInstance().frameJsonForGetTaxOrderItem(request); sendHttpRequest.post('/transactions/create',requestBody); //system.debug('Request '+requestBody); String responseString = ''; if(Test.isRunningTest()){ responseString = getTestResponseString(); } else{ responseString = sendHttpRequest.getResponse().getBody(); } //system.debug(sendHttpRequest.getResponse()); //system.debug('response'+responseString); //responseString = TEST\_REQUEST\_BODY; system.debug('Heap size used ' +Limits.getHeapSize()); if(!responseString.contains('error')) { commercetax.CalculateTaxResponse response = new commercetax.CalculateTaxResponse(); JsonSuccessParser jsonSuccessParserClass = JsonSuccessParser.parse(responseString); response.setTaxTransactionType(request.taxTransactionType); response.setDocumentCode(jsonSuccessParserClass.code); response.setReferenceDocumentCode(jsonSuccessParserClass.referenceCode); if(jsonSuccessParserClass.status == 'Temporary') { response.setStatus(commercetax.TaxTransactionStatus.Uncommitted); } if(jsonSuccessParserClass.status == 'Committed') { response.setStatus(commercetax.TaxTransactionStatus.Committed); } response.setTaxType(requestType); commercetax.AmountDetailsResponse headerAmountResponse = new commercetax.AmountDetailsResponse(); headerAmountResponse.setTotalAmountWithTax(jsonSuccessParserClass.totalAmount + jsonSuccessParserClass.totaltax); headerAmountResponse.setExemptAmount(jsonSuccessParserClass.totalExempt); headerAmountResponse.setTotalAmount(jsonSuccessParserClass.totalAmount); headerAmountResponse.setTaxAmount(jsonSuccessParserClass.totalTax); response.setAmountDetails(headerAmountResponse); response.setStatusDescription(jsonSuccessParserClass.adjustmentReason); response.setEffectiveDate(date.valueof(jsonSuccessParserClass.taxDate)); response.setTransactionDate(date.valueof(jsonSuccessParserClass.transactionDate)); response.setReferenceEntityId(referenceEntity); response.setTaxTransactionId(jsonSuccessParserClass.id); response.setCurrencyIsoCode(request.currencyIsoCode); List lineItemResponses = new List(); for(JsonSuccessParser.Lines linesToProcess: jsonSuccessParserClass.lines) { commercetax.LineItemResponse lineItemResponse = new commercetax.LineItemResponse(); Double rateCalculated = 0.0; List taxDetailsResponses = new List(); for(JsonSuccessParser.details linesDetails : linesToProcess.details) { commercetax.TaxDetailsResponse taxDetailsResponse = new commercetax.TaxDetailsResponse(); if(linesDetails.exemptAmount != 0){ taxDetailsResponse.setExemptAmount(linesDetails.exemptAmount); taxDetailsResponse.setExemptReason('Some reason we dont know'); } commercetax.ImpositionResponse imposition = new commercetax.ImpositionResponse(); imposition.setSubType(linesDetails.taxName); imposition.setType(linesDetails.ratetype); imposition.setSubType(linesDetails.taxName); taxDetailsResponse.setImposition(imposition); commercetax.JurisdictionResponse jurisdiction = new commercetax.JurisdictionResponse(); jurisdiction.setCountry(linesDetails.country); jurisdiction.setRegion(linesDetails.region); jurisdiction.setName(linesDetails.jurisName); jurisdiction.setStateAssignedNumber(linesDetails.stateAssignedNo); jurisdiction.setId(linesDetails.jurisCode); jurisdiction.setLevel(linesDetails.jurisType); taxDetailsResponse.setJurisdiction(jurisdiction); rateCalculated += linesDetails.rate; taxDetailsResponse.setRate(rateCalculated); taxDetailsResponse.setTax(linesDetails.taxCalculated); taxDetailsResponse.setTaxableAmount(linesDetails.taxableAmount); taxDetailsResponse.setTaxAuthorityTypeId(String.valueOf(linesDetails.taxAuthorityTypeId)); taxDetailsResponse.setTaxId(linesDetails.id); taxDetailsResponse.setTaxRegionId(linesDetails.region); taxDetailsResponses.add(taxDetailsResponse); } lineItemResponse.setTaxes(taxDetailsResponses); lineItemResponse.setEffectiveDate(date.valueof(linesToProcess.taxDate)); lineItemResponse.setIsTaxable(true); commercetax.AmountDetailsResponse amountResponse = new commercetax.AmountDetailsResponse(); amountResponse.setTaxAmount(linesToProcess.taxCalculated); amountResponse.setTotalAmount(linesToProcess.lineAmount); amountResponse.setTotalAmountWithTax(linesToProcess.lineAmount+linesToProcess.taxCalculated); amountResponse.setExemptAmount(linesToProcess.exemptAmount); lineItemResponse.setAmountDetails(amountResponse); lineItemResponse.setIsTaxable(linesToProcess.isItemTaxable); lineItemResponse.setProductCode(linesToProcess.itemCode); lineItemResponse.setTaxCode(linesToProcess.taxCode); lineItemResponse.setLineNumber(linesToProcess.lineNumber); lineItemResponse.setQuantity(linesToProcess.quantity); lineItemResponses.add(lineItemResponse); } response.setLineItems(lineItemResponses); return response; } else { JsonErrorParser jsonErrorParserClass = JsonErrorParser.parse(responseString); String message = null; if(String.isNotBlank(jsonErrorParserClass.error.message)) { message=jsonErrorParserClass.error.message; }else{ String errorMessage = ''; for(JsonErrorParser.cls\_details messageString : jsonErrorParserClass.error.details) { if(String.isNotBlank(messageString.message) ) { errorMessage = messageString.message; } } message = errorMessage; } return new commercetax.ErrorResponse(commercetax.resultcode.TaxEngineError, '501', message); } }else return null; } catch (Exception e) { throw e; } } } - In the HttpService class, replace the test value in the endpoint variable with the name of the TaxTypedNamedCredential record. This class contains the credentials that are required to access your Avalara account through Salesforce. public with sharing class HttpService { // Attribute to implement singleton pattern for Order Product Service class private static HttpService httpServiceInstance; // VARIABLES private HttpResponse httpResponse; private Map mapOfHeaderParameter = new Map(); private enum Method {GET, POST} /\*\* \* @name getInstance \* @description get an Instance of Service class \* @params NA \* @return Http Service Class Instance \*/ public static HttpService getInstance() { if (NULL == httpServiceInstance) { httpServiceInstance = new HttpService(); } return httpServiceInstance; } /\*\* \* @name get \* @description Get Method to get a HTTP request \*/ public void get(String endPoint) { send(newRequest(Method.GET, endPoint)); } /\*\* \* @name post \* @description Post Method to Post a HTTP request \*/ public void post(String path, String requestBody) { String endPoint = 'callout:commerce.tax.TaxTypedNamedCredential:test'+path; send(newRequest(Method.POST, endPoint, requestBody)); } /\*\* \* @name addHeader \* @description addHeader Methods to add all the defualt Header's required fo rthe request \*/ public void addHeader(String name, String value) { mapOfHeaderParameter.put(name, value); } /\*\* \* @name setHeader \* @description setHeader Methods to set setHeader for the request \*/ private void setHeader(HttpRequest request) { for(String headerValue : mapOfHeaderParameter.keySet()) { request.setHeader(headerValue, mapOfHeaderParameter.get(headerValue)); } } /\*\* \* @name newRequest \* @description newRequest Methods to make a new request \*/ private HttpRequest newRequest(Method method, String endPoint) { return newRequest(method, endPoint, NULL); } /\*\* \* @name newRequest \* @description newRequest Methods to make a new request \*/ private HttpRequest newRequest(Method method, String endPoint, String requestBody) { HttpRequest request = new HttpRequest(); request.setMethod(Method.name()); setHeader(request); request.setEndpoint(endPoint); if (String.isNotBlank(requestBody)) { request.setBody(requestBody); } request.setTimeout(120000); return request; } /\*\* \* @name send \* @description send Methods to send a request \*/ private void send(HttpRequest request) { try { Http http = new Http(); httpResponse = http.send(request); } catch(System.CalloutException e) { system.debug('callout exception happened' + e.getMessage()); } catch(Exception e) { system.debug('callout did not happen' + e.getMessage()); } } /\*\* \* @name getResponse \* @description getResponse Method to get the Response \*/ public HttpResponse getResponse() { return httpResponse; } /\*\* \* @name getResponseToString \* @description getResponse Method to get the Responses \*/ public String getResponseToString() { return getResponse().toString(); } } - Parse the JsonSuccessParser response object by using the AvalaraJSONBuilder class to build the response for your adapter. This example shows the JsonSuccessParser class. global with sharing class JsonSuccessParser { public static void consumeObject(JSONParser parser) { Integer depth = 0; do { JSONToken curr = parser.getCurrentToken(); if (curr == JSONToken.START\_OBJECT || curr == JSONToken.START\_ARRAY) { depth++; } else if (curr == JSONToken.END\_OBJECT || curr == JSONToken.END\_ARRAY) { depth--; } } while (depth > 0 && parser.nextToken() != null); } public class Addresses { public String id {get;set;} public String transactionId {get;set;} public String boundaryLevel {get;set;} public String line1 {get;set;} public String city {get;set;} public String region {get;set;} public String postalCode {get;set;} public String country {get;set;} public Integer taxRegionId {get;set;} public Addresses(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'id') { id = parser.getText(); } else if (text == 'transactionId') { transactionId = parser.getText(); } else if (text == 'boundaryLevel') { boundaryLevel = parser.getText(); } else if (text == 'line1') { line1 = parser.getText(); } else if (text == 'city') { city = parser.getText(); } else if (text == 'region') { region = parser.getText(); } else if (text == 'postalCode') { postalCode = parser.getText(); } else if (text == 'country') { country = parser.getText(); } else if (text == 'taxRegionId') { taxRegionId = parser.getIntegerValue(); } else { consumeObject(parser); } } } } } } public class Details { public String id {get;set;} public String transactionLineId {get;set;} public String transactionId {get;set;} public String country {get;set;} public String region {get;set;} public Integer exemptAmount {get;set;} public String jurisCode {get;set;} public String jurisName {get;set;} public String stateAssignedNo {get;set;} public String jurisType {get;set;} public Integer nonTaxableAmount {get;set;} public Double rate {get;set;} public Double tax {get;set;} public Integer taxableAmount {get;set;} public String taxType {get;set;} public String taxName {get;set;} public Integer taxAuthorityTypeId {get;set;} public Double taxCalculated {get;set;} public String rateType {get;set;} public Details(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'id') { id = parser.getText(); } else if (text == 'transactionLineId') { transactionLineId = parser.getText(); } else if (text == 'transactionId') { transactionId = parser.getText(); } else if (text == 'country') { country = parser.getText(); } else if (text == 'region') { region = parser.getText(); } else if (text == 'exemptAmount') { exemptAmount = parser.getIntegerValue(); } else if (text == 'jurisCode') { jurisCode = parser.getText(); } else if (text == 'jurisName') { jurisName = parser.getText(); } else if (text == 'stateAssignedNo') { stateAssignedNo = parser.getText(); } else if (text == 'jurisType') { jurisType = parser.getText(); } else if (text == 'nonTaxableAmount') { nonTaxableAmount = parser.getIntegerValue(); } else if (text == 'rate') { rate = parser.getDoubleValue(); } else if (text == 'tax') { tax = parser.getDoubleValue(); } else if (text == 'taxableAmount') { taxableAmount = parser.getIntegerValue(); } else if (text == 'taxType') { taxType = parser.getText(); } else if (text == 'taxName') { taxName = parser.getText(); } else if (text == 'taxAuthorityTypeId') { taxAuthorityTypeId = parser.getIntegerValue(); } else if (text == 'taxCalculated') { taxCalculated = parser.getDoubleValue(); } else if (text == 'rateType') { rateType = parser.getText(); } else { consumeObject(parser); } } } } } } public class Messages { public String summary {get;set;} public String details {get;set;} public String refersTo {get;set;} public String severity {get;set;} public String source {get;set;} public Messages(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'summary') { summary = parser.getText(); } else if (text == 'details') { details = parser.getText(); } else if (text == 'refersTo') { refersTo = parser.getText(); } else if (text == 'severity') { severity = parser.getText(); } else if (text == 'source') { source = parser.getText(); } else { consumeObject(parser); } } } } } } public String id {get;set;} public String code {get;set;} public String referenceCode {get;set;} public Integer companyId {get;set;} public String taxDate {get;set;} public String transactionDate {get;set;} public String status {get;set;} public String type\_Z {get;set;} // in json: type public Boolean reconciled {get;set;} public Integer totalAmount {get;set;} public Integer totalExempt {get;set;} public Double totalTax {get;set;} public Integer totalTaxable {get;set;} public Double totalTaxCalculated {get;set;} public String adjustmentReason {get;set;} public Boolean locked {get;set;} public Integer version {get;set;} public String modifiedDate {get;set;} public Integer modifiedUserId {get;set;} public List lines {get;set;} public List addresses {get;set;} public List summary {get;set;} public List messages {get;set;} public JsonSuccessParser(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'id') { id = parser.getText(); } else if (text == 'code') { code = parser.getText(); } else if (text == 'referenceCode'){ referenceCode = parser.getText(); } else if (text == 'companyId') { companyId = parser.getIntegerValue(); } else if (text == 'taxDate') { taxDate = parser.getText(); } else if (text == 'date') { transactionDate = parser.getText(); } else if (text == 'status') { status = parser.getText(); } else if (text == 'type') { type\_Z = parser.getText(); } else if (text == 'reconciled') { reconciled = parser.getBooleanValue(); } else if (text == 'totalAmount') { totalAmount = parser.getIntegerValue(); } else if (text == 'totalExempt') { totalExempt = parser.getIntegerValue(); } else if (text == 'totalTax') { totalTax = parser.getDoubleValue(); } else if (text == 'totalTaxable') { totalTaxable = parser.getIntegerValue(); } else if (text == 'totalTaxCalculated') { totalTaxCalculated = parser.getDoubleValue(); } else if (text == 'adjustmentReason') { adjustmentReason = parser.getText(); } else if (text == 'locked') { locked = parser.getBooleanValue(); } else if (text == 'version') { version = parser.getIntegerValue(); } else if (text == 'modifiedDate') { modifiedDate = parser.getText(); } else if (text == 'modifiedUserId') { modifiedUserId = parser.getIntegerValue(); } else if (text == 'lines') { lines = new List(); while (parser.nextToken() != JSONToken.END\_ARRAY) { lines.add(new Lines(parser)); } } else if (text == 'addresses') { addresses = new List(); while (parser.nextToken() != JSONToken.END\_ARRAY) { addresses.add(new Addresses(parser)); } } else if (text == 'summary') { summary = new List(); while (parser.nextToken() != JSONToken.END\_ARRAY) { summary.add(new Summary(parser)); } } else if (text == 'messages') { messages = new List(); while (parser.nextToken() != JSONToken.END\_ARRAY) { messages.add(new Messages(parser)); } } else { consumeObject(parser); } } } } } public class Summary { public String country {get;set;} public String region {get;set;} public String jurisType {get;set;} public String jurisCode {get;set;} public String jurisName {get;set;} public Integer taxAuthorityType {get;set;} public String stateAssignedNo {get;set;} public String taxType {get;set;} public String taxName {get;set;} public String taxGroup {get;set;} public String rateType {get;set;} public Integer taxable {get;set;} public Double rate {get;set;} public Double tax {get;set;} public Double taxCalculated {get;set;} public Integer nonTaxable {get;set;} public Integer exemption {get;set;} public Summary(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'country') { country = parser.getText(); } else if (text == 'region') { region = parser.getText(); } else if (text == 'jurisType') { jurisType = parser.getText(); } else if (text == 'jurisCode') { jurisCode = parser.getText(); } else if (text == 'jurisName') { jurisName = parser.getText(); } else if (text == 'taxAuthorityType') { taxAuthorityType = parser.getIntegerValue(); } else if (text == 'stateAssignedNo') { stateAssignedNo = parser.getText(); } else if (text == 'taxType') { taxType = parser.getText(); } else if (text == 'taxName') { taxName = parser.getText(); } else if (text == 'taxGroup') { taxGroup = parser.getText(); } else if (text == 'rateType') { rateType = parser.getText(); } else if (text == 'taxable') { taxable = parser.getIntegerValue(); } else if (text == 'rate') { rate = parser.getDoubleValue(); } else if (text == 'tax') { tax = parser.getDoubleValue(); } else if (text == 'taxCalculated') { taxCalculated = parser.getDoubleValue(); } else if (text == 'nonTaxable') { nonTaxable = parser.getIntegerValue(); } else if (text == 'exemption') { exemption = parser.getIntegerValue(); } else { consumeObject(parser); } } } } } } public class Lines { public String id {get;set;} public String transactionId {get;set;} public String lineNumber {get;set;} public Integer discountAmount {get;set;} public Integer exemptAmount {get;set;} public Integer exemptCertId {get;set;} public Boolean isItemTaxable {get;set;} public Integer lineAmount {get;set;} public Double quantity {get;set;} public String reportingDate {get;set;} public Double tax {get;set;} public Integer taxableAmount {get;set;} public Double taxCalculated {get;set;} public String taxCode {get;set;} public String taxDate {get;set;} public Boolean taxIncluded {get;set;} public List
details {get;set;} public String itemCode {get;set;} public Lines(JSONParser parser) { while (parser.nextToken() != JSONToken.END\_OBJECT) { if (parser.getCurrentToken() == JSONToken.FIELD\_NAME) { String text = parser.getText(); if (parser.nextToken() != JSONToken.VALUE\_NULL) { if (text == 'id') { id = parser.getText(); } else if (text == 'transactionId') { transactionId = parser.getText(); }else if (text == 'itemCode') { itemCode = parser.getText(); }else if (text == 'lineNumber') { lineNumber = parser.getText(); } else if (text == 'discountAmount') { discountAmount = parser.getIntegerValue(); } else if (text == 'exemptAmount') { exemptAmount = parser.getIntegerValue(); } else if (text == 'exemptCertId') { exemptCertId = parser.getIntegerValue(); } else if (text == 'isItemTaxable') { isItemTaxable = parser.getBooleanValue(); } else if (text == 'lineAmount') { lineAmount = parser.getIntegerValue(); } else if (text == 'quantity') { quantity = parser.getDoubleValue(); } else if (text == 'reportingDate') { reportingDate = parser.getText(); } else if (text == 'tax') { tax = parser.getDoubleValue(); } else if (text == 'taxableAmount') { taxableAmount = parser.getIntegerValue(); } else if (text == 'taxCalculated') { taxCalculated = parser.getDoubleValue(); } else if (text == 'taxCode') { taxCode = parser.getText(); } else if (text == 'taxDate') { taxDate = parser.getText(); } else if (text == 'taxIncluded') { taxIncluded = parser.getBooleanValue(); } else if (text == 'details') { details = new List
(); while (parser.nextToken() != JSONToken.END\_ARRAY) { details.add(new Details(parser)); } } else { consumeObject(parser); } } } } } } public static JsonSuccessParser parse(String json) { return new JsonSuccessParser(System.JSON.createParser(json)); } } Prepare your JSON request to call the Avalara endpoint by using the AvalaraJSONBuilder class. public with sharing class AvalaraJSONBuilder { private static AvalaraJSONBuilder avalaraJSONBuilderInstance; public static AvalaraJSONBuilder getInstance() { if (NULL == avalaraJSONBuilderInstance) { avalaraJSONBuilderInstance = new AvalaraJSONBuilder(); } return avalaraJSONBuilderInstance; } public String frameJsonForGetTaxOrderItem(commercetax.CalculateTaxRequest calculateTaxRequest) { try { Id accountid = null; if(calculateTaxRequest.CustomerDetails.AccountId != null && calculateTaxRequest.CustomerDetails.AccountId != '') accountid = Id.valueof(calculateTaxRequest.CustomerDetails.AccountId); JSONGenerator jsonGeneratorInstance = JSON.createGenerator(true); jsonGeneratorInstance.writeStartObject(); String type = null; if(calculateTaxRequest.taxtype == commercetax.CalculateTaxType.Actual) type ='SalesInvoice'; else type = 'SalesOrder'; jsonGeneratorInstance.writeStringField('type', type); if(calculateTaxRequest.SellerDetails != null) jsonGeneratorInstance.writeStringField('companyCode', calculateTaxRequest.SellerDetails.code); else jsonGeneratorInstance.writeStringField('companyCode', 'billing2'); if(calculateTaxRequest.isCommit != null) { jsonGeneratorInstance.writeBooleanField('commit', calculateTaxRequest.isCommit); } if(calculateTaxRequest.documentcode != null){ jsonGeneratorInstance.writeStringField('code', calculateTaxRequest.documentcode); }else if(calculateTaxRequest.referenceEntityId != null) { jsonGeneratorInstance.writeStringField('code', calculateTaxRequest.referenceEntityId); } if(calculateTaxRequest.CustomerDetails.code == null && accountid !=null) { Account acc = \[select id, name from account where id=:accountid\]; jsonGeneratorInstance.writeStringField('customerCode', acc.name); } else { jsonGeneratorInstance.writeStringField('customerCode', calculateTaxRequest.CustomerDetails.code); } if(calculateTaxRequest.EffectiveDate == null) jsonGeneratorInstance.writeDateField('date', system.today()); else jsonGeneratorInstance.writeDateTimeField('date', calculateTaxRequest.EffectiveDate); jsonGeneratorInstance.writeFieldName('lines'); jsonGeneratorInstance.writeStartArray(); for(integer i=0;i<1;i++){ for(Commercetax.TaxLineItemRequest lineItem : calculateTaxRequest.LineItems) { jsonGeneratorInstance.writeStartObject(); if(lineItem.linenumber != null){ jsonGeneratorInstance.writeStringField('number', lineItem.linenumber); } jsonGeneratorInstance.writeNumberField('quantity', lineItem.Quantity); jsonGeneratorInstance.writeNumberField('amount', (lineItem.Amount)); jsonGeneratorInstance.writeStringField('taxCode',lineItem.taxCode); jsonGeneratorInstance.writeFieldName('addresses'); jsonGeneratorInstance.writeStartObject(); jsonGeneratorInstance.writeFieldName('ShipFrom'); jsonGeneratorInstance.writeStartObject(); jsonGeneratorInstance.writeStringField('line1', lineItem.addresses.shipfrom.street); jsonGeneratorInstance.writeStringField('line2', lineItem.addresses.shipfrom.street); jsonGeneratorInstance.writeStringField('city', lineItem.addresses.shipfrom.city); jsonGeneratorInstance.writeStringField('region', lineItem.addresses.shipfrom.state); jsonGeneratorInstance.writeStringField('country', lineItem.addresses.shipfrom.country); jsonGeneratorInstance.writeStringField('postalCode',lineItem.addresses.shipfrom.postalcode); jsonGeneratorInstance.writeEndObject(); jsonGeneratorInstance.writeFieldName('ShipTo'); jsonGeneratorInstance.writeStartObject(); jsonGeneratorInstance.writeStringField('line1', lineItem.addresses.shipto.street); jsonGeneratorInstance.writeStringField('line2', lineItem.addresses.shipto.street); jsonGeneratorInstance.writeStringField('city', lineItem.addresses.shipto.city); jsonGeneratorInstance.writeStringField('region', lineItem.addresses.shipto.state); jsonGeneratorInstance.writeStringField('country', lineItem.addresses.shipto.country); jsonGeneratorInstance.writeStringField('postalCode',lineItem.addresses.shipto.postalcode); jsonGeneratorInstance.writeEndObject(); jsonGeneratorInstance.writeFieldName('pointOfOrderOrigin'); jsonGeneratorInstance.writeStartObject(); jsonGeneratorInstance.writeStringField('line1', lineItem.addresses.soldto.street); jsonGeneratorInstance.writeStringField('line2', lineItem.addresses.soldto.street); jsonGeneratorInstance.writeStringField('city', lineItem.addresses.soldto.city); jsonGeneratorInstance.writeStringField('region', lineItem.addresses.soldto.state); jsonGeneratorInstance.writeStringField('country', lineItem.addresses.soldto.country); jsonGeneratorInstance.writeStringField('postalCode',lineItem.addresses.soldto.postalcode); jsonGeneratorInstance.writeEndObject(); if(lineItem.effectiveDate != null) { jsonGeneratorInstance.writeFieldName('taxOverride'); jsonGeneratorInstance.writeStartObject(); jsonGeneratorInstance.writeDateTimeField('taxDate', lineItem.effectiveDate); jsonGeneratorInstance.writeEndObject(); } jsonGeneratorInstance.writeEndObject(); jsonGeneratorInstance.writeEndObject(); } } jsonGeneratorInstance.writeEndArray(); jsonGeneratorInstance.writeEndObject(); return jsonGeneratorInstance.getAsString(); } catch (Exception e) { throw e; } } } - Use the JsonErrorParser class to extract the error details, if any. global with sharing class JsonErrorParser { public cls\_error error; public class cls\_error { public String code; public String message; public String target; public cls\_details\[\] details; } public class cls\_details { public String code; public String message; public String description; public String faultCode; public String helpLink; public String severity; } public static JsonErrorParser parse(String json) { return (JsonErrorParser) System.JSON.deserialize(json, JsonErrorParser.class); } } ## Tax Mappings for Quotes and Orders You can extend and customize the tax interface for quotes and orders by using custom metadata types and tax mappings. These customizations help you with unique business requirements such as the inclusion of specific data for accurate calculations and audits. Tax callout extensions are supported for the Quote, QuoteLineItem, Order, and OrderItem objects to include additional fields to tax requests. See [custom metadata types](https://help.salesforce.com/s/articleView?id=platform.custommetadatatypes_overview.htm&language=en_US) to specify all your tax mapping definitions. ### Request Mappings for Header Attributes This table defines the request mappings between the header attributes of a tax callout and fields of applicable quote and order objects. | Header Attributes | Quote Mapping | Order Mapping | | --- | --- | --- | | currencyIsoCode | If multi-currency is enabled, then this value is Quote.CurrencyISOCode. Otherwise, this value is NULL. | If multi-currency is enabled, then this value is Order.CurrencyISOCode. Otherwise, this value is NULL. | | isCommit | False | False | | referenceEntityId | Quote.ID | Order.ID | | taxEngineId | TaxTreatment.TaxEngine.ID | TaxTreatment.TaxEngine.ID | | transactionDate | Current System Date | System Date | | **sellerDetails** | NULL | | | code | | TaxEngine.SellerCode | | **customerDetails** | | | | accountId | Quote.AccountId | Order.AccountId | | code | NULL | NULL | | exemptionNo | NULL | NULL | | exemptionReason | NULL | NULL | | taxType | Estimated | Estimated | | taxTransactionType | NULL | NULL | | effectiveDate | NULL | NULL | | **addresses** | | | | billTo | NULL | NULL | | shipTo | NULL | NULL | | shipFrom | NULL | NULL | | soldTo | NULL | NULL | | taxEngineAddress | TaxEngine.Address | TaxEngine.Address | | referenceDocumentCode | NULL | NULL | | description | NULL | NULL | | documentCode | Quote.ID-TaxEngineId | Order.ID-TaxEngineId | | shouldVoid | FALSE | FALSE | | lineItems | Refer to the next line attributes section. | Refer to the next line attributes section. | ### Request Mappings for Line Attributes This table defines the request mappings between the line attributes of a tax callout and fields of applicable quote line items and order products. | Line Attributes | Quote Line Item Mapping | Order Product Mapping | | --- | --- | --- | | taxCode | TaxTreatment.TaxCode | TaxTreatment.TaxCode | | productCode | TaxTreatment.ProductCode | TaxTreatment.ProductCode | | productId | QuoteLineItem.Product2.Id | OrderItem.Product2.Id | | amount | QuoteLineItem.TotalPrice | OrderItem.TotalPrice | | effectiveDate | Current System Date | Current System Date | | lineNumber | QuoteLineItem.Id | OrderItem.Id | | description | NULL | NULL | | quantity | QuoteLineItem.Quantity | OrderItem.Quantity | | **addresses** | | | | billTo | Quote.BillingAddress. If Quote.BillingAddress is null, then this value is Quote.Account.BillingAddress. | Order.BillingAddress | | shipTo | Quote.ShippingAddress. If Quote.ShippingAddress is null, then this value is Quote.Account.ShippingAddress. | Order.ShippingAddress | | shipFrom | NULL | NULL | | soldTo | NULL | NULL | | productsku | QuoteLineItem.Product2.ProductCode | OrderItem.Product2.ProductCode | | referenceDocumentCode | NULL | NULL | ### Response Mappings for Header Attributes This table defines the response mappings between the header attributes of a tax callout and fields of applicable objects. Most response data is used for tax calculation and isn’t persisted on quote or order records. | Header Attributes | Quote Mapping | Order Mapping | | --- | --- | --- | | currencyIsoCode | Quote.CurrencyISOCode | Order.CurrencyISOCode | | isCommit | Not returned. | Not returned. | | referenceEntityId | Quote.ID | Order.ID | | taxEngineId | TaxTreatment.TaxEngine.ID | TaxTreatment.TaxEngine.ID | | transactionDate | System Date | System Date | | **sellerDetails** | Not returned. | Not returned. | | code | Not returned. | Not returned. | | **customerDetails** | Not returned. | Not returned. | | accountId | Not returned. | Not returned. | | code | Not returned. | Not returned. | | exemptionNo | Not returned. | Not returned. | | exemptionReason | Not returned. | Not returned. | | taxType | Estimated | Estimated | | taxTransactionType | Not returned. | Not returned. | | effectiveDate | System Date | System Date | | **addresses** | | | | billTo | Not returned. | Not returned. | | shipTo | locationCode -> locationCode | locationCode -> locationCode | | shipFrom | Not returned. | Not returned. | | soldTo | Not returned. | Not returned. | | taxEngineAddress | Not returned. | Not returned. | | referenceDocumentCode | Not returned. | Not returned. | | description | Not returned. | Not returned. | | documentCode | Quote.ID-TaxEngineId | Order.ID-TaxEngineId | | status | Uncommitted | Uncommitted | | taxEngineLogs | Not returned. | Not returned. | | resultCode | Not returned. | Not returned. | | transactionDate | System Date | System Date | | **amountDetails** | | | | exemptAmount | Actual exemptAmount from response. | Actual exemptAmount from response. | | taxAmount | Actual taxAmount from response. | Actual taxAmount from response. | | totalAmount | Quote.Subtotal | Order.Subtotal | | totalAmountWithTax | TaxAmount + TotalAmount | TaxAmount + TotalAmount | | lineItems | Refer to the next line attributes section. | Refer to the next line attributes section. | ### Response Mappings for Line Attributes This table defines the response mappings between the line attributes of a tax callout and fields of applicable objects. | Line Attributes | Quote Line Item Mapping | Order Product Mapping | | --- | --- | --- | | taxCode | TaxTreatment.TaxCode | TaxTreatment.TaxCode | | productCode | TaxTreatment.ProductCode | TaxTreatment.ProductCode | | productId | Not returned. | Not returned. | | **amountDetails** | | | | exemptAmount | Actual exemptAmount from response | Actual exemptAmount from response | | taxAmount | Actual taxAmount from response | Actual taxAmount from response | | totalAmount | QuoteLineItem.Subtotal | OrderItem.Subtotal | | totalAmountWithTax | TaxAmount + TotalAmount | TaxAmount + TotalAmount | | effectiveDate | System Date | System Date | | lineNumber | QuoteLineItem.Id | OrderItem.Id | | description | Not returned. | Not returned. | | quantity | Not returned. | Not returned. | | **addresses** | | | | billTo | Not persisted. | Not persisted. | | shipTo | locationCode -> locationCode | locationCode -> locationCode | | shipFrom | Not returned. | Not returned. | | soldTo | Not returned. | Not returned. | | productsku | Not returned. | Not returned. | | referenceDocumentCode | Not returned. | Not returned. | | taxes | Refer to the next tax attributes section. | Refer to the next tax attributes section. | ### Response Mappings for Tax Attributes This table defines the response mappings between the tax attributes of a tax callout and fields of applicable objects. | Tax Attributes | Quote Mapping | Order Mapping | | --- | --- | --- | | exemptAmount | Not returned. | Not returned. | | exemptReason | Not returned. | Not returned. | | **imposition** | | | | type | Not returned. | Not returned. | | Name | Not returned. | Not returned. | | **jurisdiction** | | | | country | Not returned. | Not returned. | | id | Not returned. | Not returned. | | level | Not returned. | Not returned. | | name | Not returned. | Not returned. | | region | Not returned. | Not returned. | | stateAssignedNo | Not returned. | Not returned. | | rate | QuoteItemTaxItem.Rate | OrderItemTaxItem.Rate | | tax | QuoteItemTaxItem.amount | OrderItemTaxItem.amount | | taxId | Not returned. | Not returned. | | taxableAmount | Not returned. | Not returned. |