Service Orders Using Gross or Net Tax Values
Where: This change applies to Salesforce Order Management, which is available for an additional cost in Lightning Experience in Enterprise, Unlimited, and Developer editions.
Why: By default, Order Management displays net tax values on orders, order summaries, fulfillment orders, invoices, and credit memos. If your company conducts business in countries that use a value added tax, you need to see gross tax values on orders, order summaries, fulfillment orders, invoices, and credit memos so that you can properly service these orders. Order Management now lets you distinguish between net and gross tax orders and adjusts the user interface display for order objects accordingly.
When an order is created, Order Management determines whether the original transaction order is a gross or net tax order. The tax type for the order displays in the new Tax Locale Type field on the Order Summary page. The tax locale type determines which fields display in the user interface.
- Gross - If the tax locale type is set to gross, most prices and taxes display as combined values.
- Net - If the tax locale type is set to net, most prices and taxes display as separate values.
You can have orders using gross tax and orders using net tax, but you cannot use both tax types in a single order. If the tax locale is not specified in the transaction order, the tax locale type defaults to net.
How: To display gross fields and values in the Totals component on the Order Summary page, edit the component fields using Lightning App Builder.