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summary TaxItem

It's possible to use Table Filter: Group By, as for Invoice Item, or use TableFilter: ViewBy, as for Subscription, to group TaxItem?

7 REPLIES 7
Zuora Support

Re: summary TaxItem

Hi Mac,

 

Could you please let me how and what values you want to display in the invoice template and I can provide further details on same.





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Zuora Support

Re: summary TaxItem

Hi Mac,

 

Please let me know the details requested, and I can check options for same accordingly.





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Tutor

Re: summary TaxItem

Hi,

 

I need to build a table showing the TaxCode, but the filed TaxCode is not present in Tax Summary Fields.
I used tax item Fileds, but but these fields are repeated for the number of purchased buckets even though the taxcode is unique. Can I group into this table? For exemple TableFilter:GroupBy or TAbleFilterViewBy

Zuora Support

Re: summary TaxItem

Hi @MAC2

 

From the details provided I understand you are looking to use group by for TaxCodes to group Invoice Items

 

The table filter TableFilter:GroupBycan be used to:

  • Summarize similar invoice items into a single line
  • Sum the values for charge amount, tax, and total

There are few samples in the below KC article which might help you, please have a look and let me know if this helps.

 

https://knowledgecenter.zuora.com/CB_Billing/IA_Invoices/Creating_a_Custom_Invoice_Template/CC_Summa...





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Tutor

Re: summary TaxItem

Hi Jyoti,

 

I'm trying to group TaxItem, not InvoiceItem. In fact, I added in the table TaxItem the field {MERGEFIELD "TableFilter:GroupBy TaxLocationCode, TaxName,TaxRate" \*MERGEFORMAT} and alternatively {MERGEFIELD "TableFilter: ViewBy
TaxItem" \*MERGEFORMAT}, but when I upload the invoice template on Zuora, I always have the same error message: " Table {0} does not support the ability to filter table data".

 

This is the table:

 

Informazioni per i clienti

 

Cod. Iva

Descrizione

Aliquota %

 

{ MERGEFIELD TableStart:TaxItem}{MERGEFIELD "TableFilter:GroupBy TaxLocationCode, TaxName,TaxRate" \*MERGEFORMAT}{MERGEFIELD TaxItem.TaxLocationCode } {MERGEFIELD TaxItem.TaxName \*MERGEFORMAT} {MERGEFIELD TaxItem.TaxRate \#0%}{MERGEFIELD TableEnd:TaxItem}

 

 

Is it possible groupBy the item for this table?If TaxlocationeCode, TaxName and TaxRate is the same for all Item or row, can I have one row?

 

Thanks

Margherita

Zuora Alumni

Re: summary TaxItem

Hi Margherita, 

 

GroupBy can be used for the InvoiceItem table only. 

 

Let me check with one our Specialist to see if there is another way for you to get the desired information, and get back to you.

 

Thank you,



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Valued Scholar

Re: summary TaxItem

Did we find any workaround for it?