Apply tax to product

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  • rabii
    Active Community Member
    • Jun 2016
    • 1250

    #16
    i see that would not work i guess because the created products are just migrated from another field on a different entity. therefore the tax wouldn't apply, i think it might work if you use a script formula to loop through the products and created related ones. as far as i know the script formula will trigger changes on UI level. try that and see if it will work.
    Rabii
    Web Dev

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    • yberges
      Senior Member
      • Jul 2022
      • 174

      #17
      sorry not sure to understand it ...
      you mean create a formula to update texe rate record ?

      Comment

      • rabii
        Active Community Member
        • Jun 2016
        • 1250

        #18
        i mean instead of creating the products using the UI field try to use the Script Formula on flowchart and create the products using row code.
        Rabii
        Web Dev

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        • rabii
          Active Community Member
          • Jun 2016
          • 1250

          #19
          i would love to help but i have no idea how your flowchart / workflow works.
          Rabii
          Web Dev

          Comment

          • yberges
            Senior Member
            • Jul 2022
            • 174

            #20
            ok thanks for your patience i will try to find

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            • rabii
              rabii commented
              Editing a comment
              don't get me wrong i am happy to help i just need further details and need to see all the flowchart + workflow to figure out how to help. if you can't solve it let me know we can schedule a call and you should share your screen to understand better and offer help.
          • yberges
            Senior Member
            • Jul 2022
            • 174

            #21
            rabii thanks for help, i didn't want to disturb you too much ! i realy appreciate your help

            Comment


            • rabii
              rabii commented
              Editing a comment
              no i am happy to help anytime, that is the purpose of the forum is to offer support to each other as a one community. please let me know if have not found a solution so i could help find one.
          • yberges
            Senior Member
            • Jul 2022
            • 174

            #22
            as i understand the taxe isn't apply because sale of order and invoice are create via portal i try to create workflow on save or update, taxe rate is good tax amount isn't automaticly calculate ...
            is it possible to create a formula to write tax amount directly inside field ?

            Comment

            • yberges
              Senior Member
              • Jul 2022
              • 174

              #23
              hello y try to continu ....
              i try to force update tax amount in flowchart but that doesn't work i don't understand why ...
              Click image for larger version

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ID:	89065taxe amount still 0
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ID:	89066​... grrr

              Comment

              • yberges
                Senior Member
                • Jul 2022
                • 174

                #24
                i redo test .. trying more action in my flowchart .... but nothing more
                if i create my entity in crm, in sale of order taxe is calculate
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                if i create my entity via portal, in sale of order tax isn't calculate
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                that is incredible not ?​

                Comment


                • rabii
                  rabii commented
                  Editing a comment
                  so when a portal user create a sales of order it doesn't not calculate the tax amount correct? or do you mean when you create a sales of order through workflow/bpmn ?
              • yberges
                Senior Member
                • Jul 2022
                • 174

                #25
                i create an entity "inscription" and bpmn to create "sale of order" and "invoice" via this entity
                i allow user to create "inscription" via a portal
                => if i create entity in backend all is good my bpmn create "sale of order" and "invoice" with good taxe value (20%) and taxe amount have good value (first screen in previous post)
                => if my user create entity in portal my bpmn create "sale of order" and "invoice" with good taxe value (20%) BUT taxe amount aren't calculte still 0 (second screen)
                that realy a big headhach ....

                Comment


                • rabii
                  rabii commented
                  Editing a comment
                  It seems that this is some sort of issue with portal user permission so i would suggest that you open a support ticket with the developers so they can investigate and fix if there is any bug.
              • yuri
                Member
                • Mar 2014
                • 8453

                #26
                Quote created via portal with TAX.

                Click image for larger version

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                If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

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              • yberges
                Senior Member
                • Jul 2022
                • 174

                #27
                hello i use espo 7.0.10 i can't update it ...
                that is realy strange .... i can send access for some help
                regards

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