You should run Avalara integrity check on daily, weekly or monthly basis. The frequency depends on if you can commit resources for someone to look at the output of this report and address found issue. It is an excellent idea to use defer processing to automate this task. You can run it from Avalara/Vertex Interface -> Utilities-> Integrity Check. The application has the ability to check the following:

• Error if there are no records present in the AVGDSRVC table.
• Error if there are no records present in the AVZIPTAX table.
• Error if there are no records present in the SYCNTRY table and validate country is enabled.
• Error if there are no records present in the AVUSECDE table.
• Error if Avalara Global Setup is missing default tax and use codes.
• Error if the _GOODSERVICES attribute definition is missing.
• Error if the _USECODE attribute definition is missing.
• Error if the _CALCAVALARA attribute definition is missing.
• Error if the _TAXBREAKDOWN attributes are missing.
• Error if the _AVATAXSNAPSHOT attribute definition is missing.
• Error if the _AVATAXFINAL attribute definition is missing.
• Warning if the data in the tax code 1, tax code 2, and tax code 3 fields in the Customer, Ship-to, and Order Header files for records with a matching state in the STATEFIL table that does not match the state plus a “1,” “2,” and “3.”
• Warning if the _USECODE attribute is missing from the Customer file and Ship-To file for anyone marked as non-taxable. Check associated Customer Type file. No warning is printed if it exists at the Customer Type level.
• Warning if a Ship Via does not have the 8-digit freight services codes that begins with “FR” via the _GOODSERVICES attribute. A default value will be used if set up in Avalara Global Setup.
• Warning if an item and its product category or user-defined code does not have the 8-digit goods and service code via an attribute.
• Error if the Country fields in the Customer, Ship-To, Inventory Location, and Order Header files are not equal to spaces and are not on file in the Country file. This is only an error if country validation is in use. Otherwise it is a warning.

Check Customer Tax Code - Default is Y. This option will verify that customer tax codes have been changed to the new tax code structure. All customers who do not have a foreign address and who have a valid state are validated.

Check Ship-To Tax Code  - Default is Y.  This option will verify that ship-to tax codes have been changed to the new tax code structure. All ship-to's that do not have a foreign address and have a valid state are validated.

Check Order Tax Code - Default is Y.  This option will verify that order tax codes have been changed to the new tax code structure. All orders that do not have a foreign ship-to address and have a valid ship-to state are validated.

Check Customer Use Code - Default is Y. This option will verify that there is a _USECODE attribute associated with every non-taxable customer and that a Global Setup default has been entered. 

Check Ship-To Use Code - Default is Y.  This option will verify that there is a _USECODE attribute associated with every non-taxable ship-to and that a Global Setup default has been entered .

Check Order Use Code - Default is Y.  This option will verify that there is a _USECODE attribute associated with every non-taxable order and that a Global Setup default has been entered .

Check Ship Via Tax Code - Default is Y. This option will verify that all ship via codes have a _GOODSERVICES attribute assigned and that a Global Setup default has been entered .

Check Item Tax Code - Default is Y. This option will verify that all items have a _GOODSERVICES attribute assigned at the item, user-defined code, or product category level.  It will also verify that a Global Setup default has been entered.

Check Customer Country - Default is Y if country validation is enabled. Otherwise, the default is N. If country validation is enabled and the country is not on file, an error message is presented.

Check Ship-To Country - Default is Y  if country validation is enabled. Otherwise, the default is N.  If country validation is enabled and the country is not on file, an error message is presented.

Check Order Country - Default is Y  if country validation is enabled. Otherwise, the default is N.  If country validation is enabled and the country is not on file, an error message is presented.

These files are always checked regardless of which options are chosen:

Several Report Desk reports are available that give detail information on possible errors in setup.

Avalara Items Missing _GOODSERVICES Attribute -This report prints all the items that do not have a specific Avalara tax code set up at the item, product category or user defined code level. These items will use the default tax code from Global Setup.

Avalara Items _GOODSERVICES List - This report prints a list of items that have an Avalara tax code defined at either the item, product category or user defined code level.

Avalara Non-Taxable Customer Missing _USECODE - This report prints a list of non-taxable customers that are missing the _USECODE attribute at the customer and the customer type level.

Avalara Taxable Customer with TAXABLE _USECODE - This report prints a list of taxable customers that have the _USECODE attribute of "TAXABLE" at the customer or customer type level.

Avalara Ship Via Missing _GOODSERVICES - This report prints a list of all Ship Via Codes that do not have a _GOODSERVICES attribute attached. These ship via codes will use the default tax code defined in Avalara Global Setup.

Programs Added: AVINTCKS, AVINTCKP

Programs Modified: NSCTLUT8

CLS