Aria for Salesforce 3.11

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > Plans

Each plan and service under a plan displays:

• List Price: The price excluding the tax.
• Discount (%): An editable field that applies a discount to the line item.  The Net Price and Total Net will update automatically when this value is changed.  
• Net Price: The list price less any discount or the price if a custom rate is applied.  
• Total Net: The price including Tax and Net Price. 
• Tax Amount: The tax amount on the Net Price.  This displays when you hover over the information icon ().

Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > One Time Products

The One Time Products view displays:

• Price: The price excluding tax.
• Tax Amount: The tax amount on the price.  This displays when you hover over the information icon ().
• Total: Price including tax.

These values update automatically update when the price or number of units is changed.

The tax amount is calculated based on the tax percentage specified in the Tax Percentage tab.  

Getting Here: Go to Aria General Configurations > Tax Percentage

1. Select Client Plan Tax Setup or One Time Product Tax Setup.
2. Enter the Tax Percentage. 
3. Click Save. 

This feature includes improvements which reduce data storage. This feature optimizes the handling of Plan and Plan Instance supplemental fields in Salesforce and maps appropriate field types in Salesforce.