How to alter the AvaTax for Salesforce connector?

Overview

I would like to modify my AvaTax for Salesforce connector.

Environment

Salesforce

Resolution

Salesforce is a very flexible program and the out-of-the-box integration uses very specific fields to pull and push information to and from.
- To alter any of these data sources, you will need to extend the classes.
  - This means you may use custom buttons for calculating tax, and not the ones we install.
What you can do is extend any TaxNow, AvaTaxSDK or even AVA_SFQuotes package via polymorphism (derived from Apex class inheritance model).
- As an example, below is code that extends the AVA_SFCORE.GetTaxOpportunity class to override the address object used in an opportunity (Destination vs. billing address essentially).
- Most extensions of this type will follow a similar syntax.
- You may also want to create buttons to go with your extension.

public with sharing class CustomOppGetTax {

extends AVA_SFCORE.GetTaxOpportunity

{

private List<Opportunity> clopps;

// query for the additional custom fields to be used in FetchDestinationAddress and FetchTaxData

public CustomOppGetTax(ApexPages.StandardController controller)

{

clopps = [select Id, Ship_to_Address__c, Ship_to_Address_2__c, Ship_to_City__c,

Ship_to_State__c, Ship_to_Zip__c, Ship_to_Country__c, Service_Address1__c, Service_Address2__c,

Service_City__c, Service_State__c, Service_Zip__c, Sales_Tax_Exempt__c, Oppty_Specific_EBS__c

from Opportunity where Id=:loOpp[0].Id];

}

// Override FetchDestination Address to fetch from custom fields

public override AVA_SF_SDK.TaxSvc.BaseAddress FetchDestinationAddress()

{

AVA_SF_SDK.TaxSvc.BaseAddress oDestinationAddress = new AVA_SF_SDK.TaxSvc.BaseAddress();

oDestinationAddress.AddressCode = 'D';

if(loCfg[0].AVA_SFCORE__Use_BillingAddress__c == true)

{

// use service address

oDestinationAddress.Line1 = clopps[0].Service_Address1__c;

oDestinationAddress.Line2 = clopps[0].Service_Address2__c;

oDestinationAddress.City = clopps[0].Service_City__c;

oDestinationAddress.Region = clopps[0].Service_State__c;

oDestinationAddress.PostalCode = clopps[0].Service_Zip__c;

}

else

{

// use ship_to address

oDestinationAddress.Line1 = clopps[0].Ship_to_Address__c;

oDestinationAddress.Line2 = clopps[0].Ship_to_Address_2__c;

oDestinationAddress.City = clopps[0].Ship_to_City__c;

oDestinationAddress.Region = clopps[0].Ship_to_State__c;

oDestinationAddress.PostalCode = clopps[0].Ship_to_Zip__c;

oDestinationAddress.Country = clopps[0].Ship_to_Country__c;

}

return oDestinationAddress;

}

// Override FetchTaxData to account for Exempt flag and Company Code

public override AVA_SF_SDK.TaxSvc.GetTaxRequest FetchTaxData(Boolean commitFlag)

{

AVA_SF_SDK.TaxSvc.GetTaxRequest rVal = super.FetchTaxData(commitFlag);

if(clopps[0].Sales_Tax_Exempt__c == 'Yes')

{

rVal.ExemptionNo = 'Exempt';

}

else

{

rVal.ExemptionNo = '';

}

rVal.CompanyCode = clopps[0].Oppty_Specific_EBS__c;

return rVal;

}