Sales quote taxes

Base, rate, and amount of one tax on a sales quote line.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
QuotesalesquoteIdReferenceYes
SequencesequenceWhole NumberYesWhole number without fractional part.
Line itemsalesquoteitemIdReferenceYes
DaydateDateYesCalendar date for this value.
QuantityquantityDecimalQuantity in the catalog unit after any unit conversion on the line.
NaturenatureConstantYesWhether the tax is charged to the customer or withheld.
TreatmenttreatmentConstantYesHow the tax code applies: taxable, exempt, out of scope, or reverse charge.
BasisbasisConstantYesWhether the tax is a percent of the base or an amount per unit.
RateratePercentPercent or per-unit rate the engine applied, per the component unit source.
CompoundscompoundsBooleanYesWhen enabled, the related rule or behavior applies to this record.
Included in priceincludedBooleanYesWhen enabled, the related rule or behavior applies to this record.
OriginoriginConstantYesWhether the assessment was determined, copied from another document, entered manually, or carried from a previous system.
Amount per unitamountPerUnitCurrencyAmount in the document or line currency.
Tax basebaseCurrencyYesAmount in the document or line currency.
AmountamountCurrencyYesMonetary amount in the applicable currency for this record.
TaxtaxIdReferenceYes
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Sent bysentByUser
Sent atsentAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Sales quote taxesSales quotes
FieldPoints toKind
Quote salesquoteIdSales quotesowned by
Line item salesquoteitemIdSales quote line itemsreference
Tax taxIdCompany taxesreference