NOTE: this functionality is released in the next module versions:
for Magento 2.4.3: tnw/sforceb2b version 2.7.91
for Magento 2.4.4: tnw/sforceb2b version 2.8.7
Orders / B2B quotes synchronization with taxes
Preconditions:
a) Configured and enabled tax rule - 8.2500 Rate Percent for example
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b) Configured and enabled Cart Price Rules - Discount Amount 10%
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c) Enabled mapping for B2B Opportunity and Opportunity
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Calculation Method Based On - Total (Tax is calculated based on the subtotal of all products in an order)Magento applies tax to all items in the cart separately, adds them together, and then applies rounding.)
-Example: Quote page (Admin Panel)
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-Example: Salesforce B2B Quote Opportunity (Shipping not included)
Grand Total = Subtotal + Tax Fee
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
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Calculation Method Based On - Row total (Tax is calculated for each row of products in the shopping cart) Unit price (calculation means that Magento calculates taxes on each quantity of each product in the cart, then rounds those-up and adds them together.)
-Example: Quote page (Admin Panel)
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-Example: Salesforce B2B Quote Opportunity (Shipping not included)
Grand Total = Subtotal + Tax Fee
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
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Calculation Method Based On - Row Total (calculation means that Magento taxes each row item without discounts and adds the other rows to form a taxed total price)
- Example: Quote page (Admin Panel)
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-Example: Salesforce B2B Quote Opportunity (Shipping not included)
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
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Orders synchronization with taxes - Apply Customer Tax
After discount (Magento applies tax After the product’s price reduction is applied by shopping cart price rules and coupons)
-Example: Order page (Admin Panel)
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
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Before discount (Magento applies tax Before the product’s price reduction is applied by shopping cart price rules and coupons)
-Example: Order page (Admin Panel)
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
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Quote synchronization with taxes and Negotiated Price (Percentage Discount, Amount Discount, Proposed Price)
-Example Quote page (Admin Panel) - Tax always applies after negotiated Price
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee
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Orders synchronization with taxes - apply Discount On Prices
Excluding tax (discounts applied on product price excluding tax)
Total Due = Subtotal - Discount (10% from Subtotal) + Tax (8.25% from Subtotal) + Shipping
-Example: Order page (Admin Panel)
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
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Including tax (discounts applied on product price including tax)
Total Due = Subtotal + Tax (8.25% from Subtotal) - Discount (10% from Subtotal + tax) + Shipping
-Example: Order page (Admin Panel)
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-Example: Salesforce Order Opportunity (Shipping included)
Grand Total = Subtotal + Tax Fee + Shipping Fee - Discount
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