Avalara - Customer File Maintenance

Avalara - Customer File Maintenance

Release Date: 4/28/23
Version: 8.6 and Above

When the Avalara Integration is enabled, the following changes will take effect in Customer File Maintenance.

Customer File Maintenance must be run under version 8.6. If the user attempts to run the application under version 8.5 they will receive the following message:



Customer file maintenance supports an address validation function if enabled in Global Setup. This check is performed when a customer is added or when the address fields are changed. If the address needs to be changed to meet the USPS database requirements, the application will prompt the user to either accept or reject the suggested address.



See Avalara Address Validation for more information on this function. In either case, the application will create/update the _CALCAVALARA attribute for the customer.



If address validation is enabled and the validation was successful, the Avalara Addr Checked flag will be checked. The application will also perform a zip code lookup. If successful, the Elliott Zip Checked flag will be checked. Once the address is validated, the address does not need to be validated again unless it is changed.

If address validation is not enabled, the application will perform the zip code lookup. If successful, the Elliott Zip Checked flag will be checked. The address will not be validated in Avalara until taxes are calculated for an order using this customer with no ship-to specified.

Customer File Maintenance will determine which tax codes are appropriate for the customer based on the customer address provided. First the application will determine if the address is a foreign address (non-US address). If a valid zip code, state, city, and possibly county combination is entered, tax code 1 will be the state + “1” for the state tax code. Tax code 2 will be the state + “2” such as CA2 for the county tax code. Tax code 3 will be the state + “3” such as CA3 for the district tax code. Otherwise, tax code 1 will be set to the default foreign tax code defined in Global Setup-> Add-ons-> Avalara Integration-> 15. Default Foreign Addr Tax Code.


. 
If the address is a non-foreign address, the tax code fields 31, 32, and 33 will be disabled.

The application will also display the default state, county, and district tax sales tax rates based on the city, state, and zip code entered.

Country validation is required to enable Avalara Integration. Entries in the country field will be validated and the user will either receive an error or a warning message if a country is entered that is not on file. See Country Validation for more information. If country validation is enforced, the application will allow the entry of spaces for the country to signify a default country of USA.

Programs Modified: ARCUSMNT, AVALARA.WS, AVALARA.PL
CLS




    • Related Articles

    • Avalara - Address Validation

      Release Date: 4/28/23 Version: 8.6 and Above Avalara Integration has the option to validate customer, ship-to, and order addresses. This is enabled through Global Setup-> Add-ons-> Avalara Integration-> 4. Validate Addresses. 4. Validate Addresses - ...

    • Avalara - Location File Maintenance

      Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Location File Maintenance. Location File Maintenance must be run under version 8.6. If the user attempts to run the ...

    • Avalara - Ship-To File Maintenance

      Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Ship-To File Maintenance. Ship-To File Maintenance must be run under version 8.6. If the user attempts to run the ...

    • Avalara Setup Procedures - Address Validation Utilities

      'Release Date: 4/28/23 Version: 8.6 and Above Validate Customer Address Go to System Utilities -> Avalara/Vertex Interface-> Utilities and choose Validate Customer Address. Starting Customer No - Enter the starting customer number. Enter spaces for ...

    • ARCUSMNT Accounts Receivable Customer File Maintenance

      Customer File Maintenance Application Overview The Customer File is a very important file. It stores the basic information about every customer you do business with. Almost every major application in the A/R package uses the Customer file to ensure ...