@rawctx/sf-revenue-tax-finance

Tax engine integration, general ledger account mapping, legal entity management, accounting periods, revenue transaction logging, and document sequencing.

Overview

Objects

• AccountingPeriod — Represents information about a time period for which businesses prepare reports and analyze performance. Each billing transaction is associated with an accounting period.
• GeneralLdgrAcctPrdSummary — Represents a junction between a general ledger account and a legal entity accounting period. Stores information about the total credit amount, total debit amount, opening balance, and closing balance of a general ledger account for a specific legal entity accounting period.
• GeneralLedgerAccount — Salesforce standard object
• GeneralLedgerAcctAsgntRule — Salesforce standard object
• GeneralLedgerJrnlEntryRule — Represents information about the transaction journal entry rule, based on which transaction journals are created for the selected credit and debit general ledger accounts, transaction amount field, and percentage.
• LegalEntity — Represents the way an organization is structured. An organization can be a single legal entity or it can comprise more than one legal entity.
• LegalEntyAccountingPeriod — Represents a junction between a legal entity and an accounting period.
• RevenueTransactionErrorLog — Represents the details of errors that occurred during the processing of a request. The error record persists until a new error with the same category, primary record, and, if necessary, related record occurs.
• SeqPolicySelectionCondition — Represents the condition used to determine which sequence policy is applied to a record.
• SequenceAssignedEvent — Represents the notification to customers about the assignment of a sequence to a target record. This process is initiated by the /sequences/actions/assign request.
• SequenceGapReconciliation — Represents a missing sequence value identified during reconciliation, which can be used later to ensure there are no gaps in the sequence policy numbers.
• SequencePolicy — Represents the configuration of rules and parameters for generating unique, sequential numbers for records. Stores settings such as numbering patterns, prefixes, suffixes, sequence start numbers, increment values, and filter criteria to ensure accurate and compliant numbering.
• TaxEngine — Represents information about an instance of a tax engine provider as well as the merchant credentials for that specific instance.
• TaxEngineInteractionLog — Represents a record of a communication with an external tax engine following a tax calculation request.
• TaxEngineProvider — Represents general information about a service that manages a tax engine. Tax engine providers have a one-to-many relationship with tax engines, where the tax engine record represents a specific configuration of a tax engine that can be assigned to multiple order items.
• TaxPolicy — Represents information about a group of tax treatments, where each treatment represents parameters to determine how a particular product is taxed for a transaction line item. Tax policies are related to products, which pass the policy on to the resulting order items and in turn the billing schedules.
• TaxTreatment — Represents information about tax calculation by external engines. Each product requires a tax policy to determine whether to apply tax. Each tax policy requires at least one tax treatment. The tax treatments determine how taxable products are taxed.
• TransactionProcessingType — Represents the settings to configure the processing constraints for a request.

Install

rawctx snapshot-download @rawctx/sf-revenue-tax-finance