Create an Invoice with Tax Parameters Overridden

If you are using the contract-based REST API to integrate MYOB Acumatica with an external system, this external system can create invoices with the tax parameters overridden.

Testing of the Request

Before you test the code below, do the following to configure your client application and the MYOB Acumatica instance to be used:

1. Deploy a new MYOB Acumatica instance with the SalesDemo dataset. For details on deploying an instance, see To Deploy an MYOB Acumatica Instance.
2. On the Enable/Disable Features (CS100000) form, make sure the Inventory and Order Management feature is enabled.
3. If you use Postman as the client application for testing, in the IntegrationDevelopmentGuide.postman_collection.json collection (which is located in the IntegrationDevelopment\Help folder of the Help-and-Training-Examples repository on GitHub), make sure the collection variables have the proper values.
4. To sign in to the instance in the client application, use the tenant name (which you specified when you created the instance) and the PRODWHOLE branch.

To further prepare the system, you need to create a tax and a tax category that uses this tax, and modify the existing tax zone so that it will use the new tax. You perform these tasks as follows:

1. On the Taxes (TX205000) form, create a tax with the tax schedule as follows:
   1. Create a tax with the following parameters:
      • Tax ID: PST
      • Description: Tax ID for testing
      • Tax Type: VAT
      • Include in VAT Taxable Total: Selected
      • Exclude from Tax on Tax Calculation: Selected
      • Tax Agency: CANADABC
   2. On the Tax Schedule tab of the form, add two rows with the following data.

      Column	First Row	Second Row
      Start Data	1/1/1900	1/1/1900
      Tax Rate	5	5
      Min. Taxable Amount	0	0
      Max. Taxable Amount	0	0
      Reporting Group	Input Tax (purchases)	Output Tax (sales)
      Group Type	Input	Output

   3. Click Save.
2. On the Tax Categories (TX205500) form, create the TEST tax category with the Tax category for test description and add the CAGST and PST taxes to the tax category.
3. On the Applicable Taxes tab of the Tax Zones (TX206000) form, add the PST tax to the CANADABC tax zone.

Request

You can use the following example of an HTTP request to create an invoice with the tax parameters that are different from those registered in the system.

PUT ?$expand=Details,TaxDetails HTTP/1.1
Host: [<MYOB Acumatica instance URL>]/entity/Default/23.200.001/Invoice
Accept: application/json
Content-Type: application/json

{
    "CreatedDateTime": {
        "value": "1900-01-01T03:00:00+03:00"
    },
    "Customer": {
        "value": "AACUSTOMER"
    },
    "Date": {
        "value": "2022-01-23T00:00:00+03:00"
    },
    "Description": {
        "value": "Invoice with Taxes"
    },
    "Details": [
        {
            "Account": {
                "value": "40000"
            },
            "Amount": {
                "value": 1000
            },
            "Branch": {
                "value": "PRODWHOLE"
            },
            "ExtendedPrice": {
                "value": 1000
            },
            "InventoryID": {
                "value": "CONSULTING"
            },
            "LineNbr": {
                "value": 1
            },
            "ProjectTask": {},
            "Qty": {
                "value": 10
            },
            "TransactionDescription": {
                "value": "Project Consulting"
            },
            "UnitPrice": {
                "value": 100
            },
            "UOM": {
                "value": "HOUR"
            }
        }
    ],
    "Hold": {
        "value": false
    },
    "IsTaxValid": {
        "value": true
    },
    "LocationID": {
        "value": "MAIN"
    },
    "PostPeriod": {
        "value": "012022"
    },
    "TaxDetails": [
        {
            "TaxID": {
                "value": "CAGST"
            },
            "TaxableAmount": {
                "value": 1000.0
            },
            "TaxAmount": {
                "value": 150.0
            },
            "ExpenseAmount": {
                "value": 0.0
            }
        },
        {
            "TaxID": {
                "value": "PST"
            },
            "TaxableAmount": {
                "value": 1000.0
            },
            "TaxAmount": {
                "value": 150.0
            }
        }
    ],
    "Type": {
        "value": "Invoice"
    },
    "custom": {
        "CurrentDocument": {
            "TaxZoneID": {
                "type": "CustomStringField",
                "value": "CANADABC"
            }
        }
    }
}

Usage Notes

If the IsTaxValid field is specified in the request body, its value is set to true, and an external tax zone is specified, then the tax details from the request body are used without modification, and no other taxes are applied.

If the IsTaxValid field is specified in the request body, its value is set to true, and an internal tax zone is specified, then the tax details from the request body are compared to those calculated by the system. If the taxes specified in the request body are present among those calculated by the system, then the tax details from the request body are used without modification and no other taxes are applied.

If the IsTaxValid field is not specified in the request body or its value is not set to true, tax calculation is performed by the system.