Avalara - Print Invoices

Release Date: 4/28/23

Updated: 2/12/24

Version: 8.6 and Above

When the Avalara Integration is enabled, the following changes will take effect when printing invoices.

Picking Tickets must be printed under version 8.6. If the user attempts to run the application under version 8.5, the following message is printed on the picking ticket: Error: Avalara AvaTax requires version 8.6. Run this application under version 8.6.

The invoice printing application will check if taxes were previously calculated for the the order. If taxes have not been previously calculated, taxes will be calculated for the order to determine if there are any calculation errors. If the application is unable to communicate with the AvaTax services, taxes will be estimated using the tax rate provided by Avalara and the order will not be put on hold. If the tax calculation fails for any other reason, the order will be placed on hold and the held reason will be set to "T" for taxes. 

A hold note will be generated with the reason the taxes calculation failed.

The full error description is logged in the AVErrors log file.

----ERROR----
8/29/2022 9:31 AM Avatax Error with these parameters:

Method = CalculateTax
MethodParameters = 01 SalesOrder 202127

ErrorCode = GetTaxError
ErrorNumber = 300
Message = Tax calculation cannot be determined. Zip is not valid for the state.
Description = The provided address contains a postal code and state combination that is not valid.
FaultCode = GetTaxError
HelpLink = http://developer.avalara.com/avatax/errors/GetTaxError
Severity = Error

Once it is determined that the invoice can be printed, taxes will be calculated and registered with Avalara using the final invoice number.  If the application is unable to communicate with the AvaTax services, taxes will be estimated using the tax rate provided by Avalara and the invoice will be printed. If the tax calculation fails for any other reason, the order will be placed on hold and the held reason will be set to "T" for taxes (see above). If the calculation is successful the invoice will print.

Once an invoice is printed, it is registered as uncommitted with Avalara and is not committed during invoice posting. The final commit is processed via the tax queue. 

If there is a discrepancy between Elliott's estimated tax calculations and the amount that is returned from Avalara, an event is triggered. Keep in mind that even though the program associated with this event is CP02P1 (picking ticket), in theory, it is possible to be triggered at time of billing and invoice printing or even tax interface queue but it is less likely to happen in those applications. This could generate a lot more event activities than a user may want to know about. Therefore, it is important that users should use the variables 8, 9 and 10 to filter this event.

PROGRAM: CP02P1
Type: AVATAXDS (i.e. Avalara Tax Calculation Discrepancy)
File Name: ARCUSFIL

Description: Avatax Discrepancy
Var 1: Customer No
Var 2: Order No
Var 3: Ship-to No
Var 4: Order Type
Var 5: Ship-to Name
Var 6: Ship-to City/State/Zip
Var 7: Customer Type
Var 8: Elliott Estimated Amt
Var 9: Avalara Calc Amt
Var 10: Discrepancy Pct (This is an absolute value.)

Programs Modified: CPINVPRT.PL, CPINVPRT, CPINVPRH, CPINVPRP

CLS

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