Matching Rules make it possible to automate the assignment of Tax Rules based on defined criteria. Stored within the Legal Entity record, they determine when and how specific Tax Rules are applied to products or document lines automatically.

Step-by-Step Guide to Configuring Matching Rules #

Here’s how to configure Matching Rules:

1. Go to the Legal Entities tab:
   • In the Salesforce environment, navigate to the Legal Entities tab.
2. Open the Legal Entity record:
   • As mentioned earlier, there is one default Legal Entity record created with predefined data from the Salesforce org.
   • Click on this record to open it.
3. Switch to the Matching Rules tab:
   • In the Legal Entity record, go to the Matching Rules tab.

4. Two Types of Matching Rules
   • There are two types of Matching Rules:
     • Expense – used for Credit Notes.
     • Sales – used for Quotes, Orders, and Invoices.
5. Create a Matching Rule for each Tax Rule:
   • For every created Tax Rule, it’s necessary to configure a separate Matching Rule.

Explanation of Matching Rules #

• Matching Rules are a set of conditions that apply a Tax Rule when the defined condition evaluates to TRUE.
• Each condition is represented by a Matching Rule Item, which is based on Salesforce fields. A Matching Rule Item defines a specific condition, such as:
  • Country is Germany.
  • Customer VAT is not empty.
• These Matching Rule Items are connected using a logical expression in the Condition field. For example:
  • 1 AND 2 means the rule applies if both [Country is Germany] and [Customer VAT is not empty].
• The Execution Order determines in which sequence the rules are evaluated. Once a rule returns TRUE, all subsequent rules are skipped.

Supported Operators for Matching Rule Items #

• equals
• not equal
• includes
• in

The values for Matching Rule Items can be either free text or Finblick global variables, such as:

{{EU_COUNTRIES}} – a list of EU countries.

Matching Rule Item Fields are used to define the path to Salesforce fields, since matching rules can be executed across different objects.

To create a Matching Rule Item, it’s necessary to create a Matching Rule Field:

Example fields for the Matching Rule Field:

finblick__CreditNote__r.finblick__ShippingAddress__CountryCode__s 
finblick__Invoice__r.finblick__ShippingAddress__CountryCode__s 
Order.ShippingCountryCode
Quote.ShippingCountryCode

Examples of Matching Rules #

1. Country is Germany:

2. Country is in EU:

3. Country is Germany and VAT is not empty:

By following these steps, Tax Rules can be automatically assigned based on defined criteria, ensuring that the correct rules are applied for different business scenarios.