During the subscription or renewal process, I need to identify the plan selected, so that I can set the correct state for tax calculations. I assume placing the state code in the cb_subs_inv_address_state will cause the correct computation, as the user's state needs to be where they live, but not the tax base.
My thought is to have an Auto Action fire after the user information is input (and saved to the table), but before the basket is calculated. The state, and therefore tax calculation is based on the plan selected and the branch location. I can access the branch info, but unsure of the plan selected (as it is not written in the record) or when to fire the action.
Please advise.
Ed