Tax Engine - Lookup

Lookup is a utility to fetch value from the system or from a variable.

Source type

Source type is to specify the source of value.

Current record

If value of a field is to be picked from the current record (that is source table of the rule).

Variable

If value of a variable is to be picked. Variables of a rule can be created or viewed from the rule editor card.

Table

If value of a field is to be picked from a table that is related to the current record / source table. This is very much like CALCFORMULA in AL.

  • Table Name : Specify the table from where the value is to be picked.

  • Table Filters : Specify the relationship between the current record and the table from where the value is to be picked.

  • Table Sorting : Sorting to be applied on table records. If sorting is specified, records will be sorted on Primary Key.

  • Field Name: Value is picked from this field based on the method you have selected.

  • Method :

    • First: Value is picked from the first record.
    • Last: Value is picked from the last record.
    • Sum: Calculate sum of all values from a selected field after applying table filters.
    • Average: Calculate average value from a selected field after applying table filters.
    • Min: Min value from a selected field after applying table filters.
    • Max: Max value from a selected field after applying table filters.
    • Count: Count of records after applying table filters.

Database

USERID, COMPANYNAME, SERIALNUMBER, TENANTID, SESSIONID, SERVICEINSTANCEID values can be picked from the current database.

System

TIME, TODAY, WORKDATE, CURRENTDATETIME values can be picked from the current database.

Tax attribute

Tax attributes defined with tax type can be picked.

Component

Tax Component amounts computed can be picked from Tax Rates.

Record variable

The value of a ‘Record variable’ field used in 'use case' variable can be picked.

Component percent

‘Tax Component Percent’ captured from ‘Tax Rates’ can be picked.

Column

Value of ‘Tax Rate Parameter’ captured from ‘Tax Rates’ can be picked.

Attribute table

Value of an attribute from existing table can be picked.

Posting

To get the helpers that can be used in posting of a document. (Ex- Dimension Set, General Posting Group’s, GL Entry No. of Tax ledger Entry).

See Also

Tax Engine Script

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