InsQuoteService:calculateTaxesAndFees

Tax and fee information is saved on both the quote object and on the quote line item object.

Class: InsQuoteService

Method: calculateTaxesAndFees

How It Works

1. Takes the quoteId, and the jurisdictionId and the effectiveDate (if specified) and calculates the taxes and fees to be applied to the quote.

2. If saveChanges is set (or defaulted) to true, saves the calculated taxes and fees in one of three ways.

   • If a Quote Line Item has calculated taxes and fees, a QuotePricingAdjustment__c record representing that tax/fee is saved. The QuotePricingAdjustment__c record holds the calculated amount (Amount__c), the associated Quote Line Item (QuoteItemId__c) and Quote (QuoteId__c), the type (tax or fee; AdjustmentType__c), and the associated tax/fee (PriceListEntryId__c).

   • If a Quote Line Item or its children have calculated taxes, the sum of the calculated taxes on itself and its children will be stored on the TaxAmount__c field.

   • If a Quote Line Item or its children have calculated fees, the sum of the calculated fees on itself and its children are stored on the FeeAmount__c field.

   

   Note

   If saveChanges is set to false, the QuotePricingAdjustment__c and updates to the Quote Line Item records are not saved.

3. At the Quote level, the sum of all of the tax amounts and fee amounts are stored on the TotalTaxAmount__c and TotalFeeAmount__c fields respectively.

Remote Options

Input JSON

This service doesn't take an input JSON.

Output JSON

The service returns a JSON representation of the quote containing only product and tax/fee information.

{
  "productId": 1,
  "productName": "Product",
  "ProductCode": "P",
  "taxesAndFees": [{
    "Id": 1,
    "Amount__c": 10,
    "PriceListEntryId__c": 11,
    "AdjustmentType__c": "Tax"
  }, {
    "Id": 2,
    "Amount__c": 15,
    "PriceListEntryId__c": 12,
    "AdjustmentType__c": "Fee"
  }],
  "taxAmount": 25
  "feeAmount": 30
  "childProducts": [{
    "productId": 2,
    "productName": "Insured Item",
    "ProductCode": "II",
    "instanceKey": "My Insured Item",
    "taxesAndFees": [{
      "Id": 3,
      "Amount__c": 15,
      "PriceListEntryId__c": 16,
      "AdjustmentType__c": "Tax"
    }],
    "taxAmount": 15
  }, {
    "productId": 3,
    "productName": "Coverage",
    "ProductCode": "C",
    "taxesAndFees": [{
      "Id": 4,
      "Amount__c": 15,
      "PriceListEntryId__c": 21
      "AdjustmentType__c": "Fee"
    }],
    "feeAmount": 15
  }]
}