EACopyTaxesFromFromDoc

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Overview

Copies maximum normal tax percentages (Tax1-Tax4) from parent invoice lines to child invoice lines. Ensures tax consistency across related documents by synchronizing tax rate settings between source and derived invoices.

When This Action Runs

Manual execution on invoice documents that have parent-child line relationships, typically when tax rates need to be synchronized from source invoices to derived invoices like credit notes or return documents.

How It Works

  1. Processes invoice lines - Iterates through all document lines (only InvoiceLine types)
  2. Finds parent lines - Locates corresponding parent invoice line from source document
  3. Initializes null values - Updates null tax fields on both parent and child lines
  4. Copies tax percentages - Transfers maximum normal percentages for all four tax types
  5. Skips non-invoice lines - Ignores lines that are not InvoiceLine instances

Parameters

This action does not require any parameters.

Database Tables Affected

  • Invoice Lines - Updates tax percentage fields (MaxNormalPercent for Tax1-Tax4)
  • Parent Document References - Reads parent line relationships (read-only)
  • Price Information - Modifies tax components within line pricing

Important Warnings

⚠️ Invoice Line Requirement

  • Only works on InvoiceLine document types
  • Non-invoice lines are completely ignored
  • Will not process other supply chain document line types

⚠️ Parent-Child Dependencies

  • Requires valid parent-child line relationships
  • Lines without parent references are skipped
  • Parent documents must be accessible and contain InvoiceLine types

⚠️ Tax Rate Overwrite

  • Overwrites existing tax percentages without validation
  • Does not verify if tax rates are appropriate for jurisdiction
  • May replace manually entered tax rates

⚠️ Limited Tax Scope

  • Only copies maximum normal percentages (MaxNormalPercent)
  • Does not copy other tax properties like tax codes or descriptions
  • Limited to four tax types (Tax1, Tax2, Tax3, Tax4)

⚠️ Financial Impact

  • Tax changes directly affect invoice totals and calculations
  • May impact tax reporting and compliance
  • Consider impact on accounting and tax submissions

Module: supplychain

Full Class Name: com.namasoft.modules.supplychain.domain.utils.plugnplay.EACopyTaxesFromFromDoc