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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to tax calculate w...
Microsoft Dynamics CRM (Archived)

How to tax calculate when i am adding a product?

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Posted on by Community Member

Hi,

I add a field "GST Rate TAX" in Product Catalog entity, suppose I set a GST Rate TAX: 5% and my product rate is Rs.1500.

Now I am want when I am adding a product in opportunity and tax would be calculate automatic and i think this task should be completed by Plugins.

Please give me suggestion how to solve.gst-rate.pngopptax.png

Thanks in advance.

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  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    Did you set the Tax as a Calculate Field?

    What is the relationship between Pricing and Product?

    Is Product the parent entity of Pricing?

    Based on your answers, you can likely do this using a calculate field?

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    I think you'll need a plugin to do this. There are a couple of limitations on calculated fields that mean you probably can't use them here:

    • Calculated fields work off fields on the entity (in this case the opportunity product), whereas you'll need to get the tax rate from the product. For many entities you can get around this by putting a tax rate field on the opportunity product, and populating it from the product via a workflow, but the opportunity product entity does not support updates via the Update step of a workflow
    • To include the tax in the overall amount, you'd want to update the system field 'tax'. However, you can't change an existing field to a calculated field

    The main plugin logic you could create is:

    • Create a plugin to run on Create and Update on the opportunityproduct
    • For the Update message, set filteringattributes so that it runs when the productid or the quantity field changes
    • The plugin should run on a pre-stage
    • The plugin would retrieve the Tax Rate from the product, apply the calculation, and write the results to the tax attribute in the Target InputParameter
  • Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    If you are using the Out of the box entities, then you have to use a Plugin as David says.

    It seemed like you were using a custom entity.

    You can try the calculated field approach by following this article:

    community.dynamics.com/.../calculated-fields-and-parent-entities

    If that does not work for you, then you have to use Plugins.

    Thanks David.

    Hope this helps.

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