NAME

WebService::Avalara::AvaTax - Avalara SOAP interface as compiled Perl methods

VERSION

version 0.007

SYNOPSIS

use WebService::Avalara::AvaTax;
my $avatax = WebService::Avalara::AvaTax->new(
    username => 'avalara@example.com',
    password => 'sekrit',
);
my $answer_ref = $avatax->ping;

DESCRIPTION

This class provides a Perl method API for Avalara AvaTax web services. The first call to any AvaTax SOAP operation uses XML::Compile::WSDL11 to compile and execute against the specified Avalara AvaTax service; subsequent calls can vary the parameters but will use the same compiled code.

METHODS

Aside from the "new" method, available method names are dynamically loaded from the AvaTax WSDL file's operations and can be passed either a hash or reference to a hash with the necessary parameters. In scalar context they return a reference to a hash containing the results of the SOAP call; in list context they return the results hashref and an XML::Compile::SOAP::Trace object suitable for debugging and exception handling.

new

Builds a new AvaTax web service client. See the "ATTRIBUTES" section for description of its named parameters.

get_tax

Example:

my ( $answer_ref, $trace ) = $avatax->get_tax(
    CustomerCode => 'ABC4335',
    DocDate      => '2014-01-01',
    CompanyCode  => 'APITrialCompany',
    DocCode      => 'INV001',
    DetailLevel  =>  'Tax',
    Commit       => 0,
    DocType      => 'SalesInvoice',
);

post_tax

Example:

my ( $answer_ref, $trace ) = $avatax->post_tax(
    CompanyCode => 'APITrialCompany',
    DocType     => 'SalesInvoice',
    DocCode     => 'INV001',
    Commit      => 0,
    DocDate     => '2014-01-01',
    TotalTax    => '14.27',
    TotalAmount => 175,
    NewDocCode  => 'INV001-1',
);

commit_tax

Example:

my ( $answer_ref, $trace ) = $avatax->commit_tax(
    DocCode     => 'INV001',
    DocType     => 'SalesInvoice',
    CompanyCode => 'APITrialCompany',
    NewDocCode  => 'INV001-1',
);

cancel_tax

Example:

my ( $answer_ref, $trace ) = $avatax->cancel_tax(
    CompanyCode => 'APITrialCompany',
    DocType     => 'SalesInvoice',
    DocCode     => 'INV001',
    CancelCode  => 'DocVoided',
);

adjust_tax

Example:

my ( $answer_ref, $trace ) = $avatax->adjust_tax(
    AdjustmentReason      => 4,
    AdjustmentDescription => 'Transaction Adjusted for Testing',
    GetTaxRequest => {
        CustomerCode => 'ABC4335',
        DocDate      => '2014-01-01',
        CompanyCode  => 'APITrialCompany',
        DocCode      => 'INV001',
        DetailLevel  => 'Tax',
        Commit       => 0,
        DocType      => 'SalesInvoice',
        # BusinessIdentificationNo => '234243',
        # CustomerUsageType        => 'G',
        # ExemptionNo              => '12345',
        # Discount                 => 50,
        # LocationCode             => '01',
        # TaxOverride => [
        #    {   TaxOverrideType => 'TaxDate',
        #        Reason          => 'Adjustment for return',
        #        TaxDate         => '2013-07-01',
        #        TaxAmount       => 0,
        #    },
        # ],
        # ServiceMode => 'Automatic',
        PurchaseOrderNo     => 'PO123456',
        ReferenceCode       => 'ref123456',
        PosLaneCode         => '09',
        CurrencyCode        => 'USD',
        ExchangeRate        => '1.0',
        ExchangeRateEffDate => '2013-01-01',
        SalespersonCode     => 'Bill Sales',
        Addresses => { BaseAddress => [
            {   AddressCode => '01',
                Line1       => '45 Fremont Street',
                City        => 'San Francisco',
                Region      => 'CA',
            },
            {   AddressCode => '02',
                Line1       => '118 N Clark St',
                Line2       => 'Suite 100',
                Line3       => 'ATTN Accounts Payable',
                City        => 'Chicago',
                Region      => 'IL',
                Country     => 'US',
                PostalCode  => '60602',
            },
            {   AddressCode => '03',
                Latitude    => '47.627935',
                Longitude   => '-122.51702',
            },
        ] },
        Lines => { Line => [
            {   No              => '01',
                ItemCode        => 'N543',
                Qty             => 1,
                Amount          => 10,
                TaxCode         => 'NT',
                Description     => 'Red Size 7 Widget',
                OriginCode      => '01',
                DestinationCode => '02',
                # CustomerUsageType => 'L',
                # ExemptionNo       => '12345',
                # Discounted        => 1,
                # TaxIncluded       => 1,
                # TaxOverride => {
                #     TaxOverrideType => 'TaxDate',
                #     Reason          => 'Adjustment for return',
                #     TaxDate         => '2013-07-01',
                #     TaxAmount       => 0,
                # },
                Ref1 => 'ref123',
                Ref2 => 'ref456',
            },
            {   No              => '02',
                ItemCode        => 'T345',
                Qty             => 3,
                Amount          => 150,
                OriginCode      => '01',
                DestinationCode => '03',
                Description     => 'Size 10 Green Running Shoe',
                TaxCode         => 'PC30147',
            },
            {   No              => '02-FR',
                ItemCode        => 'FREIGHT',
                Qty             => 1,
                Amount          => 15,
                OriginCode      => '01',
                DestinationCode => '03',
                Description     => 'Shipping Charge',
                TaxCode         => 'FR',
            },
        ] },
    },
);

get_tax_history

Example:

my ( $answer_ref, $trace ) = $avatax->get_tax_history(
    CompanyCode => 'APITrialCompany',
    DocType     => 'SalesInvoice',
    DocCode     => 'INV001',
    DetailLevel => 'Tax',
);

validate

Example:

my ( $answer_ref, $trace ) = $avatax->validate(
    Address => {
        Line1      => '118 N Clark St',
        Line2      => 'Suite 100',
        Line3      => 'ATTN Accounts Payable',
        City       => 'Chicago',
        Region     => 'IL',
        PostalCode => '60602',
    },
    Coordinates => 1,
    Taxability  => 1,
    TextCase    => 'Upper',
);

tax_svc_is_authorized

Example:

my ( $answer_ref, $trace ) = $avatax->tax_svc_is_authorized(
    join ', ' => qw(
        Ping
        IsAuthorized
        GetTax
        PostTax
        GetTaxHistory
        CommitTax
        CancelTax
        AdjustTax
    ),
);

address_svc_is_authorized

Example:

my ( $answer_ref, $trace ) = $avatax->address_svc_is_authorized(
    join ', ' => qw(
        Ping
        IsAuthorized
        Validate
    ),
);

tax_svc_ping

Example:

use List::Util 1.33 'any';
my ( $answer_ref, $trace ) = $avatax->tax_svc_ping;
for my $code ( $result_ref->{parameters}{PingResult}{ResultCode} ) {
    if ( $code eq 'Success' ) { say $code; last }
    if ( $code eq 'Warning' ) {
        warn $result_ref->{parameters}{PingResult}{Messages};
        last;
    }
    if ( any {$code eq $_} qw(Error Exception) ) {
        die $result_ref->{parameters}{PingResult}{Messages};
    }
}

address_svc_ping

Example:

use List::Util 1.33 'any';
my ( $answer_ref, $trace ) = $avatax->address_svc_ping;
for my $code ( $result_ref->{parameters}{PingResult}{ResultCode} ) {
    if ( $code eq 'Success' ) { say $code; last }
    if ( $code eq 'Warning' ) {
        warn $result_ref->{parameters}{PingResult}{Messages};
        last;
    }
    if ( any {$code eq $_} qw(Error Exception) ) {
        die $result_ref->{parameters}{PingResult}{Messages};
    }
}

tax_summary_fetch

Example:

my ( $answer_ref, $trace ) = $avatax->tax_summary_fetch(
    MerchantCode => 'example',
    StartDate    => '2014-01-01',
    EndDate      => '2014-01-31',
);

apply_payment (DEPRECATED)

From Avalara API documentation:

    The ApplyPayment method of the TaxSvc was originally designed to update an existing document record with a PaymentDate value. This function (and cash-basis accounting in general) is no longer supported, and will not work on new or existing accounts, but remains in the TaxSvc WSDL and some automatically built adaptors for backwards compatibility.

Example:

my ( $answer_ref, $trace ) = $avatax->apply_payment(
    DocId       => 'example',
    CompanyCode => 'APITrialCompany',
    DocType     => 'SalesInvoice',
    DocCode     => 'INV001',
    PaymentDate => '2014-01-01',
);

reconcile_tax_history (LEGACY API)

From Avalara API documentation:

    The ReconcileTaxHistory method of the TaxSvc was designed to allow users to pull a range of documents for reconciliation against a document of record (i.e. in the ERP), and then flag the reconciled documents as completed. Those flagged documents would then be omitted from subsequent ReconcileTaxHistory calls. This method no longer changes the "reconciled" document flag, but can be used to retrieve ranges of document data (much like the AccountSvc DocumentFetch), and remains in the TaxSvc WSDL and some automatically built adaptors for backwards compatibility.

Example:

my ( $answer_ref, $trace ) = $avatax->reconcile_tax_history(
    CompanyCode => 'APITrialCompany',
    LastDocId   => 'example',
    Reconciled  => 1,
    StartDate   => '2014-01-01',
    EndDate     => '2014-01-31',
    DocStatus   => 'Temporary',
    DocType     => 'SalesOrder',
    LastDocCode => 'example',
    PageSize    => 10,
);

ATTRIBUTES

username

The Avalara email address used for authentication. Required.

password

The password used for Avalara authentication. Required.

is_production

A boolean value that indicates whether to connect to the production AvaTax services (true) or development (false). Defaults to false.

debug

When set to true, the Log::Report dispatcher used by XML::Compile and friends is set to DEBUG mode.

user_agent

An instance of an LWP::UserAgent (sub-)class. You can use your own subclass to add features such as caching or enhanced logging.

If you do not specify a user_agent then we default to an LWPx::UserAgent::Cached with its ssl_opts parameter set to {verify_hostname => 0}.

wsdl

After construction, you can retrieve the created XML::Compile::WSDL11 instance.

Example:

my $wsdl = $avatax->wsdl;
my @soap_operations = map { $_->name } $wsdl->operations;

SEE ALSO

Avalara Developer Network

Official source for Avalara developer information, including API references, technical articles and more.

Business::Tax::Avalara

An alternative that uses Avalara's REST API.

XML::Compile::SOAP and XML::Compile::WSDL11

Part of the XML::Compile suite and the basis for this distribution. It's helpful to understand these in order to debug or extend this module.

If there is no result then an exception will be thrown.

SUPPORT

Perldoc

You can find documentation for this module with the perldoc command.

perldoc WebService::Avalara::AvaTax

Websites

The following websites have more information about this module, and may be of help to you. As always, in addition to those websites please use your favorite search engine to discover more resources.

Bugs / Feature Requests

Please report any bugs or feature requests through the web interface at https://github.com/mjgardner/WebService-Avalara-AvaTax/issues. You will be automatically notified of any progress on the request by the system.

Source Code

The code is open to the world, and available for you to hack on. Please feel free to browse it and play with it, or whatever. If you want to contribute patches, please send me a diff or prod me to pull from your repository :)

https://github.com/mjgardner/WebService-Avalara-AvaTax

git clone git://github.com/mjgardner/WebService-Avalara-AvaTax.git

AUTHOR

Mark Gardner <mjgardner@cpan.org>

COPYRIGHT AND LICENSE

This software is copyright (c) 2015 by ZipRecruiter.

This is free software; you can redistribute it and/or modify it under the same terms as the Perl 5 programming language system itself.