Force tax recalculation when TaxZoneID is updated inside event handler - acumatica

Question

I have a graph override for Invoices
public class ARInvoiceEntry_Extension : PXGraphExtension<ARInvoiceEntry>
and in one of the event handlers I am updating TaxZoneID, which works fine. However, the taxes do not get updated or recalculated. I have tried the approach mentioned here
cache.SetValueExt<SOOrder.taxZoneID>(order, branchLoc.VTaxZoneID);
but that doesn't work for me. I have tried it in _FieldUpdating, _FieldUpdated, and even ARInvoice_RowPersisting(PXCache cache, PXRowPersistingEventArgs e, PXRowPersisting InvokeBaseHandler) events. Any ideas on why it doesn't work? The TaxZone and rates are already in the database (we are not using Avatax).
--- edit 1 ---
Here is the code where TaxZoneID is updated
namespace PX.Objects.AR
{
public class ARInvoiceEntry_Extension : PXGraphExtension<ARInvoiceEntry>
{
#region Event Handlers
protected void ARShippingAddress_PostalCode_FieldUpdated(PXCache sender, PXFieldUpdatedEventArgs e, PXFieldUpdated del)
{
// PXTrace.WriteInformation("ARShippingAddress_PostalCode_FieldUpdated");
ARShippingAddress row = e.Row as ARShippingAddress;
if (row != null) {
if (DoChangeTaxZone(row)) {
var invoice = Base.Document.Current;
if (invoice != null) {
invoice.TaxZoneID = GetTaxZoneId(row);
sender.SetValueExt<ARInvoice.taxZoneID>(invoice, invoice.TaxZoneID);
}
}
}
if (del != null)
{
del(sender, e);
}
}
#endregion
private bool DoChangeTaxZone(ARShippingAddress row)
{
// logic ...
return true;
}
private string GetTaxZoneId(ARShippingAddress row)
{
// logic ...
return "TAX-ZONE-ID";
}
}
}

Answer 1

When you programmatically interact with tax records using the typical methods, the tax total will not refresh properly. The Tax DAC attribute doesn't recalculate the totals by default to improve performance.
To force tax attribute refresh you need to change the tax calc mode.
Tax calc mode NoCalc does not recalculate totals. This is the default mode.
Setting tax calc mode to ManualCalc is necessary to refresh the updated tax.
Code example to update the tax amount field, you can adapt it to update tax zone.
ARInvoiceEntry invoiceMaint = PXGraph.CreateInstance<ARInvoiceEntry>();
TX.TaxAttribute.SetTaxCalc<ARTran.taxCategoryID>(invoiceMaint.Transaction.Cache, null, TX.TaxCalc.ManualCalc);
invoiceMaint.CurrentDocument.Current = invoiceMaint.Document.Search<ARInvoice.refNbr>("AR005452", ARDocType.Invoice).FirstOrDefault();
invoiceMaint.Taxes.Select();
invoiceMaint.Taxes.Current = invoiceMaint.Taxes.Search<ARTaxTran.taxID>("CAGST").FirstOrDefault();
invoiceMaint.Taxes.Cache.SetValueExt<ARTaxTran.curyTaxAmt>(invoiceMaint.Taxes.Current, 3);
invoiceMaint.Taxes.Update(invoiceMaint.Taxes.Current);
invoiceMaint.SelectTimeStamp();
invoiceMaint.Save.Press();