Version 3.11
Salesforce Version
Version 3.11
Production Date
2/16/2016
Supported Browsers
Screen Resolution
1024 x 768 or higher
Tax Amount and Tax Exclusive Value Displayed in Opportunities and Plans (SDFCDEV-179)
This feature enables the Salesforce connector to display the tax amount for plans, services, and one-time products when configuring an opportunity. The tax and total net update automatically when a discount or a custom rate is applied to a service or a plan. Refer to Setting the Tax Percentage for how to specify the tax percentage to use.
Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > Plans
Each plan and service under a plan displays:
Note: These fields display regardless of whether the price is defined in Aria as excluding or including tax.
Getting Here: Select an Account > Select an Opportunity > Add/Modify Plans > One Time Products
The One Time Products view displays:
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
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.