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Setting Up the Default Tax Product

Each Business Unit can have a default tax product — the tax fusionCore applies when a taxable item has no condition-matched tax product of its own. You set the default through the Default Tax Product (Default_Tax_Product__c) lookup on the Business Unit, in the Default Financial Configuration section. When a taxable item is added to an order, the engine looks for a tax product whose condition matches the order. If none matches, the engine falls back to the Business Unit’s default tax product. If the Business Unit has no default tax product either, order tax calculation throws an error. Because of this, setting a default tax product on each Business Unit is effectively required.

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Before You Start

  • You need an active tax product in the same Business Unit.
  • The default tax product should have no condition attached, so it applies whenever no other tax product matches.

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Setting the Default

1

Open the Business Unit record

Open the Business Unit record.
2

Set the Default Tax Product lookup

In the Default Financial Configuration section, set the Default Tax Product (Default_Tax_Product__c) lookup to the tax product you want to use as the fallback.
The Default Financial Configuration section of a Business Unit with the Default Tax Product lookup set

The Default Tax Product lookup in the Default Financial Configuration section of a Business Unit

3

Save the Business Unit

Click Save.
Notes on the default tax product:
  • The tax product must be active.
  • The tax product should not have any conditions attached.
  • Once a tax product is set as the default, you cannot mark it inactive.

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Limitations and Common Pitfalls

  • A default tax product is effectively required. If a taxable item has no condition-matched tax product and its Business Unit has no default tax product, tax calculation throws an error and blocks the order.
  • The default must stay active and condition-free. It must be active and should have no condition attached, and once set as the default you cannot mark it inactive.