Tax Group Rule — entity reference

Decides which TaxGroup a document line receives for its item — the Item entity itself carries no tax group, so this is the only mapping. A rule matches when its item, SKU and item lot type are each either equal to the line's or left blank, its TaxSupplyType equals the header's exactly (including both being empty), the parent group's partner account and branch fit the header, and the header's creation timestamp falls inside the effective-date window. It is the header's CreatedDateTime, not its document date, that is tested against the window.

Fields

Field	Label	Type	Required	What it does
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DateEffectiveFrom`	Date Effective From	Date		Tested against the parent document's CreatedDateTime — the record's creation timestamp, not its document date — so a back-dated document is matched by when it was entered, and a rule dated from today will apply to a document keyed today for last month.
`DateEffectiveTill`	Date Effective Till	Date		End of validity, compared against the same document creation timestamp. Empty leaves the rule open-ended.
`ExternalId`	External	Text, unique
`Id`	Id	Guid	Yes
`ItemGroupId`	Item Group	Lookup → ItemGroup		Because the item, SKU and lot-type tests all pass on a blank value, a rule scoped only by item group matches every line it is offered rather than only the group's items.
`ItemId`	Item	Lookup → Item		Empty turns the rule into a catch-all that matches every line. Combined with ordering by the parent group's sequence alone, a stray blank-item rule in a high-sequence group is the usual cause of an unexpected tax group on a line.
`ItemLotTypeId`	Item Lot Type	Lookup → ItemLotType		Optional narrowing to one item lot type; empty matches any. Like SKU it filters but does not raise the rule's precedence.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text, unique
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PlaceOfSupplyType`	PlaceOfSupplyType	Text		Stored on the rule but read nowhere in the platform, so it narrows nothing; supply typing is done through TaxSupplyType alone.
`RecordTypeId`	Record Type	Guid, hidden
`ServiceContractItemId`	Service Contract Item	Lookup → Item		Not consulted by the tax resolver, so it cannot be used to give service-contract lines a different tax group; such a rule behaves as an unscoped one.
`SKUId`	SKU	Lookup → SKU		Optional narrowing to one SKU; empty matches any SKU. It never promotes a rule in the ordering — only the parent group's sequence decides which matching rule wins.
`TaxGroupId`	Tax Group	Lookup → TaxGroup		The group the rule hands to the line: the winning rule's value is written straight into the line's TaxGroupId, and every tax component of that group is then applied.
`TaxSupplyType`	Tax Supply Type	PickList		Compared for exact equality with the header's supply type, empty included — a rule naming a supply type can never match a header that leaves it blank, and a rule that leaves it blank can never match a header that sets one. The seeded vocabulary is 'Within State' and 'Outside State'. Values: Within State, Outside State.
`UIProps`	UI Props	Text
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Delete
`DeleteInList`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit
`EditListHeader`	Edit	EditInline	EditListHeader
`EditListRow`	Edit	Edit	EditListRow
`New`	New	New	New
`NewInLine`	New	NewInline	New

Validations

Validation	Applies to	Error message	Notes
Date Effective Till Rule Validation	`DateEffectiveTill`, Error	Date Effective Till should not be Backdated	Ensures effective-till date is not on or before effective-from date

Lookup filters

Filter	Lookup field	Notes
Sku For Item	`SKUId`	SKU For Item

UserAccount — looks up via CreatedById
UserAccount — looks up via ModifiedById
TaxGroup — looks up via TaxGroupId
Item — looks up via ItemId
Item — looks up via ServiceContractItemId
ItemGroup — looks up via ItemGroupId
ItemLotType — looks up via ItemLotTypeId
SKU — looks up via SKUId
UserAccount — looks up via OwnerId

Tax Group Rule — entity reference

Fields

Actions

Validations

Lookup filters

Related entities

Related topics