DC Quote UI Field Mapping Standardization

DC Quote UI standardizes field mapping for Sales User, Partner User, and Customer User across direct, partner transactions. The system derives the Owner field from Account Owner or, if unavailable, from the Storefront-level Default Sales User, and captures the external user as the Requester.

For Partner Commerce, the system enforces the Partner Account field as mandatory in the Request Quote form to ensure proper association with partner users.

Billing Address-Based Tax Calculation

System uses the billing address for tax calculation when billing and shipping addresses are the same, ensuring accurate tax results.Tax calculation triggers only on clicking Calculate Tax, helping maintain system performance and reliability.

Tax Calculation and Checkout UI Enhancements

The system enables Partners to manually trigger tax calculation using the Calculate Tax button, displays tax values as read-only in the cart totals modal, and prompts recalculation through a banner after quote updates. The checkout flow provides a stepper with distinct steps—Checkout, Preview and Confirmation—displays line item details such as ID, Pricing UOM, and Charge Type. The system applies tax rates per line item based on the shipping address, uses fallback rates for unsupported states, and dynamically controls adjustment fields using the AllowManualAdjustment API field.

For more information, see Calculating Tax, Calculating Tax for Quote, and Creating an Order.