Avalara - Normal Maintenance
Release Date: 4/10/26
Version: 8.6 and Above
Q: Could you please tell me which utility programs should be running at specific intervals?
A: You
should run the Update Tax Codes, Update Use Codes, and Update Zip Tax
Codes on a regular basis (monthly). This will download the table
information from Avalara and update the Elliott tables. See Avalara Database Setup Utilities for more information.
The Update
Tax Codes, Update Use Codes, and Update Zip Tax Codes utilities need to run
after hours. All of the utilities can be deferred. It is recommended that these utilities are run on a monthly basis.
You
should also periodically run the Avalara Integrity Check Report. This will verify that your data is set up
correctly. This is important as new customers, customer ship-tos, items,
and ship via codes are added after the initial installation. There are also several Report
Desk reports that point out issues that may need to be addressed. These are
available from the System Utilities-> Avalara/Vertex Integration-> Utilities-> Integrity Check menu option.
The
Integrity Reports can be run anytime. They do not update any data within Elliott.
CLS