Sage 100 Standard v2019.  Do I need to deactivate the procedure before I write?  I bet I do.

See CalculateTotals, SalesTaxRecalclation, RecalculateFreightFromSalesOrder. No need to deactivate because you can let the system write it for you as you are in a pre-write event (can work in both sales order entry and invoice data entry). Rather than update an existing line fee why not just:

1. scan through and delete any existing fee lines
2. recalculate sales tax
3. if processing an invoice recalculate the freight and totals
4. calculate your fee based on the updated totals
5. add your fee line
6. recalculate sales tax
7. if processing an invoice recalculate the freight and totals

If you ship out of state you should consider adding a UDT of states that don't allow charging a credit card fee and whether all your divisions would charge a fee. This is what has worked for my clients.

Hi hyanaga!

Can I assume this is a script attached to SO Invoice Header?  And Pre-Write is definitely where you want to do this, because we'd have to go a different route after the fact.   connex Has the right methods to look at.  CalculateTotals() probably being the one you need.  And as he said, you shouldn't need to deactivate because you are on the pre-write you are allowing the regular write to occur not doing our own.

E

Awesome advice connex!

I've only added / recalculated a line fee in a PreTotals event (getting amounts from a line loop), but that doesn't allow inclusion of tax amounts in the fee calculation.  This looks like an excellent technique to use when that is required.

The SalesTaxRecalculation method appears to handle both recalculating taxes and recalculating the header totals.

If this is on the pre-write event attached to SO_InvoiceHeader, after calling the final SalesTaxRecalculation method, you need to follow it up with a call to the CheckForCreditMemo method otherwise if the SalesTaxRecalculation method is called against a credit memo, it will mess up the sign of the totals and your postings will be all messed up.

This did it!  I added retVal = oBusObj.SalesTaxRecalculation after the script updates/adds the CC fee, and it works perfectly on Pre-Write.  Thank you all for your input!

Hi hyanaga, happy to see that the community helped you figure out a solution!

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Unfortunately, the client has now informed me that they often change the Sales Tax amount for clients who have "special arrangements" with the state.  I suggested that they set up custom Tax Codes and Tax Schedules for those clients, but that will take time.  

In the meantime, we can't use the SalesTaxRecalculation, and CalculateTotals does nothing.  Am I using it wrong?  I just replaced oBusObj.SalesTaxRecalculation() with OBusObj.CalculateTotals, but it doesn't appear to do anything on an Invoice, and gives me an error on Sales Orders.  Any thoughts?

I'm not aware of any other method that calculates the totals.

If you can identify these orders, then you can attempt to use the SalesTaxCalcObj object handle property to read the tax amount first so you can store it in a variable, use SalesTaxRecalculation, and the set the stored tax amount back.  Both SO_SalesOrderTaxSummary and SO_InvoiceTaxSummary have a column called Overridden$ that you might be able to use for the purpose of identifying which ones have been changed. 

You can use the SalesTaxCalcObj's GetValue to retrieve the Overridden$ column value. but if multiple tax codes are applied, you should save off the current key, loop through and check each one, should probably use a array or dictionary to hold the key and amount, then used the saved key to return to that key.