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            InsQuoteService:calculateTaxesAndFees

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            InsQuoteService:calculateTaxesAndFees

            Use this service to calculate and save taxes and fees on a target quote.

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

            Note
            Note

            This service isn't supported for guest users.

            If a guest user tries to run an OmniScript or Integration Procedure or UI function that uses this service, the service will not run and the guest user will see an error message.

            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
              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

            Option

            Description

            quoteId

            Required

            Id of the quote that this service will calculate taxes and fees for.

            jurisdictionIds

            Optional

            Calculates taxes and fees associated with the provided jurisdictions only.

            effectiveDate

            Optional

            Calculate taxes and fees that become effective on the specified date only.

            If not provided, the value defaults to the target quote's EffectiveDate__c. If EffectiveDate__c is null, value defaults to today’s date.

            saveChanges

            Optional

            true or false

            Defaults to true.

            If true, saves calculated taxes and fees on the quote.

            If false, does not save the calculated taxes and fees on the quote.
            withTaxFeeRounding

            Optional

            If true, the calculated tax and fee amounts are rounded to two decimal places by using the half even rounding method. If false, rounding is disabled.

            Defaults to false.

            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
  }]
}
             
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