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Extend Your Revenue Standard Tax Engine

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Extend Your Revenue Standard Tax Engine

Apply tax rates based on custom attributes, such as product category, customer attributes, or exemption criteria, without writing Apex code. Use a custom metadata type to map billing transaction fields to a cloned Revenue Standard Tax Entries decision table, and persist matched values on invoice and credit memo tax lines.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license
  • Configure Custom Metadata Types
    Create a custom metadata type that maps billing transaction fields to decision table columns for the Revenue Standard Tax Engine.
  • Clone the Decision Table
    Clone the Revenue Standard Tax Entries decision table and add the custom columns that you use to match tax rates.
 
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