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NAME

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

VERSION

version 0.020

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 (http://developer.avalara.com/api-docs/soap) 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, "services" attribute and other attributes and methods consumed from WebService::Avalara::AvaTax::Role::Connection, available method names are dynamically loaded from each "services"' wsdl attribute 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.

If there is no result then you should check the trace object for why.

Please consult the Avalara SOAP API reference (http://developer.avalara.com/api-reference) for semantic details on the methods, parameters and results available for each of the methods listed below. Note that in order to make this interface easier and more Perl-ish, the following changes have been made:

  • SOAP operation names have been transformed from CamelCase to lowercase_with_underscores. For example, GetTax is now "get_tax". If you do not like this behavior then use orthodox => 1 when calling "new".

  • Parameters do not need to be enclosed in {parameters}{FooRequest}{ ... } hashes of hashes. These will be automatically added for you, along with all necessary SOAP headers. The examples below reflect this.

  • Similarly, results are not enclosed in {parameters}{FooResult}{ ... } hashes of hashes. They are, however, returned as a hash reference, not a simple hash. If you want access to other aspects of the SOAP response, make the call in list context and the second value in the list will be an XML::Compile::SOAP::Trace instance with methods for retrieving the full request and response as HTTP::Request and HTTP::Response objects, along with other methods for doing things like retrieving the parsed XML::LibXML::Document DOM node of the response.

new

Builds a new AvaTax web service client. Since this class consumes the WebService::Avalara::AvaTax::Role::Connection role, please consult that module's documentation for a full list of attributes that can be set at construction.

get_tax

(SOAP operation: GetTax)

As a convenience to Business::Tax::Avalara users (and others), the DocDate element below will default to today's date in the UTC time zone.

Constructing and making an example request:

    my %get_tax_request = (
        CompanyCode         => 'APITrialCompany',
        DocType             => 'SalesInvoice',
        DocCode             => 'INV001',
        DocDate             => '2014-01-01',
        CustomerCode        => 'ABC4335',
        Discount            => 0,
        OriginCode          => 0,
        DestinationCode     => 1,
        DetailLevel         => 'Tax',
        HashCode            => 0,
        Commit              => 'false',
        ServiceMode         => 'Automatic',
        PaymentDate         => '1900-01-01',
        ExchangeRate        => 1,
        ExchangeRateEffDate => '1900-01-01',
    );

    my @addresses = (
        {   Line1       => '45 Fremont Street',
            City        => 'San Francisco',
            Region      => 'CA',
            PostalCode  => '94105-2204',
            Country     => 'US',
            TaxRegionId => 0,
        },
        {   Line1       => '118 N Clark St',
            Line2       => 'ATTN Accounts Payable',
            City        => 'Chicago',
            Region      => 'IL',
            PostalCode  => '60602-1304',
            Country     => 'US',
            TaxRegionId => 0,
        },
        {   Line1       => '100 Ravine Lane',
            City        => 'Bainbridge Island',
            Region      => 'WA',
            PostalCode  => '98110',
            Country     => 'US',
            TaxRegionId => 0,
        },
    );
    for my $address_code (0 .. $#addresses) {
        push @{$get_tax_request{Addresses}{BaseAddress}} => {
            AddressCode => $address_code,
            %{ $addresses[$address_code] },
        };
    }

    my @lines = (
        {   OriginCode      => 0,
            DestinationCode => 1,
            ItemCode        => 'N543',
            TaxCode         => 'NT',
            Qty             => 1,
            Amount          => 10,
            Discounted      => 'false',
            Description     => 'Red Size 7 Widget',
        },
        {   OriginCode      => 0,
            DestinationCode => 2,
            ItemCode        => 'T345',
            TaxCode         => 'PC030147',
            Qty             => 3,
            Amount          => 150,
            Discounted      => 'false',
            Description     => 'Size 10 Green Running Shoe',
        },
        {   OriginCode      => 0,
            DestinationCode => 2,
            ItemCode        => 'FREIGHT',
            TaxCode         => 'FR',
            Qty             => 1,
            Amount          => 15,
            Discounted      => 'false',
            Description     => 'Shipping Charge',
        },
    );
    for my $line_no (1 .. @lines) {
        push @{$get_tax_request{Lines}{Line}} => {
            No => $line_no,
            %{ $lines[$line_no - 1] },
        };
    }

    my ( $answer_ref, $trace ) = $avatax->get_tax(%get_tax_request);

post_tax

(SOAP operation: PostTax)

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

(SOAP operation: CommitTax)

Example:

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

cancel_tax

(SOAP operation: CancelTax)

Example:

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

adjust_tax

(SOAP operation: AdjustTax)

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

(SOAP operation: GetTaxHistory)

Example:

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

validate

(SOAP operation: 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',
    );

is_authorized

(SOAP operation: IsAuthorized)

Both WebService::Avalara::AvaTax::Service::Address and WebService::Avalara::AvaTax::Service::Tax provide IsAuthorized operations. However, since the latter is loaded last, only its version is called when you call this method. If you need to specifically call a particular service's IsAuthorized, use the call method on its wsdl attribute.

Note that the parameter passed to this call is a comma-delimited list of SOAP operation names in CamelCase, not lowercase_with_underscores.

Example:

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

ping

(SOAP operation: Ping)

Both WebService::Avalara::AvaTax::Service::Address and WebService::Avalara::AvaTax::Service::Tax provide Ping operations. However, since the latter is loaded last, only its version is called when you call this method. If you need to specifically call a particular service's Ping, use the call method on its wsdl attribute.

Note that this method does support a single string as a message parameter; this is effectively ignored though.

Example:

    use List::Util 1.33 'any';
    my ( $answer_ref, $trace ) = $avatax->ping;
    for my $code ( $answer_ref->{ResultCode} ) {
        if ( $code eq 'Success' ) { say $code;                    last }
        if ( $code eq 'Warning' ) { warn $answer_ref->{Messages}; last }

        die $answer_ref->{Messages} if any {$code eq $_} qw(Error Exception);
    }

tax_summary_fetch

(SOAP operation: TaxSummaryFetch)

Example:

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

apply_payment (DEPRECATED)

(SOAP operation: ApplyPayment)

From Avalara API documentation (http://developer.avalara.com/api-docs/soap/applypayment):

    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)

(SOAP operation: ReconcileTaxHistory)

From Avalara API documentation (http://developer.avalara.com/api-docs/soap/reconciletaxhistory):

    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 (http://developer.avalara.com/api-docs/soap/accountsvc/document-elements)), 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

services

This module is really just a convenience wrapper around instances of WebService::Avalara::AvaTax::Service::Address and WebService::Avalara::AvaTax::Service::Tax modules. As such this attribute is used to keep an array reference to instances of both classes, with the following attributes from "new" passed to both:

username
password
use_wss
is_production
user_agent
debug

orthodox

When set to true at construction, the generated methods will exactly match their CamelCase SOAP operation names.

SEE ALSO

Avalara Developer Network (http://developer.avalara.com/)

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.

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) 2016 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.