One rule that hands its tax group to matching document lines, added on the tax group's Taxes tab and numbered in the TGI series. A rule matches a line when its Item, SKU and Item Lot Type are empty or equal to the line's, its Item Group is empty or contains the line's item, its Tax Supply Type equals the document's exactly (empty matches only empty), and the document's creation time falls between Date Effective From and Date Effective Till. Rules are tried in order of their group's Sequence Number, highest first, and the first match wins; within one sequence the order is not defined. Rules are applied when a line is added, not when an existing line is edited.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DateEffectiveFrom | Date Effective From | Date | | First moment the rule applies. Compared with when the document was created, not with its document date. |
DateEffectiveTill | Date Effective Till | Date | | Last moment the rule applies, compared with the document's creation time. Empty means no end. Must be later than Date Effective From, otherwise the save is refused with 'Date Effective Till should not be Backdated'. |
ExternalId | External | Text, unique | | |
Id | Id | Guid | Yes | |
ItemGroupId | Item Group | Lookup → ItemGroup | | Limits the rule to items that are members of this item group. Any item group type works; members whose Is Active is turned off are skipped. The field app's offline preview does not apply it, and the server recalculates when the order syncs. |
ItemId | Item | Lookup → Item | | Limits the rule to one item. Empty matches every item, which makes the rule a catch-all for its group. |
ItemLotTypeId | Item Lot Type | Lookup → ItemLotType | | Limits the rule to lines with this item lot type. Empty matches any lot type. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text, unique | | Rule number, given automatically from the TGI series. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PlaceOfSupplyType | PlaceOfSupplyType | Text | | Stored only and not on any form. Supply typing is done through Tax Supply Type. |
RecordTypeId | Record Type | Guid, hidden | | |
ServiceContractItemId | Service Contract Item | Lookup → Item | | Stored only. It does not limit the rule, so a rule that sets only this field behaves like a catch-all. |
SKUId | SKU | Lookup → SKU | | Limits the rule to one SKU of the item. Empty matches any SKU. The list shows the chosen item's SKUs. |
TaxGroupId | Tax Group | Lookup → TaxGroup | | The group this rule hands to a matching line. Set automatically when the rule is added from the group's Taxes tab. |
TaxSupplyType | Tax Supply Type | PickList | | Must equal the document's Tax Supply Type exactly. On India tenants documents are stamped Within State, Outside State, Export, SEZ or Exempt; the seeded list here offers only Within State and Outside State, so add Export or SEZ to the list if you need rules for those. An empty value matches only documents with an empty supply type. Exempt documents never take a tax group, except a reverse-charge bill. Values: Within State, Outside State. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
EditInLine | Edit | EditInline | Edit |
EditListHeader | Edit | EditInline | EditListHeader |
EditListRow | Edit | Edit | EditListRow |
New | New | New | New |
NewInLine | New | NewInline | New |
Validations
| Validation | Applies to | Error message | Notes |
|---|
| Date Effective Till Rule Validation | DateEffectiveTill, Error | Date Effective Till should not be Backdated | Ensures effective-till date is not on or before effective-from date |
Lookup filters
| Filter | Lookup field | Notes |
|---|
| Sku For Item | SKUId | SKU For Item |
