Avalara Integration
Avalara - Committed Tax Override Report
Release Date: 1/26/24 Version: 8.6 and Above The Committed Tax Override Report shows all posted invoices that used the Avalara override tax code ON030000. This situation can occur if the Avalara portal is configured to run Streamlined Sales Tax (SST) ...
Avalara - Uncommitted Tax Override Report
Release Date: 1/26/24 Version: 8.6 and Above This Uncommitted Tax Override report shows all non-invoiced and invoiced but unposted orders that used the Avalara override tax code ON030000. This situation can occur if the Avalara portal is configured ...
Feature - Report Nontaxable Documents to Avalara
Release Date: 9/11/23 Version: 8.6 and Above This feature allows the user to choose if non-taxable orders are processed through Avalara for tax calculations. A new option is available in Global Setup-> Add-ons-> Avalara Sales Tax Interface-> 15. ...
Feature - Avalara Tax Code Support in Sales Order Import
Release Date: 9/6/23 Version: 8.6 and Above Sales Order Import now determines the correct tax codes for an order based on the ship-to state and country for the order. First, the application will determine if the address is a foreign address (non-US ...
Feature - Validate 9-Digit Zip Code in Avalara Address Validation
Release Date: 8/9/23 Version: 8.6 and Above This feature allows the user to control how zip codes are treated during address validation. A new flag is available in Global Setup-> Add-ons-> Avalara Sales Tax Interface-> 4. Validate Addresses. 4. ...
The Relationship of Taxable Flag and _USECODE Attribute for Avalara
Release Date: 06/21/2023 Last Revised: 03/20/2024 Version: 8.6 & Up Q - What is the relationship of customer, ship-to and order taxable flags vs. the _USECODE? Does the system calculate sales tax based on _USECODE or taxable flag? How is this related ...
Avalara - Log Files
Release Date: 4/28/23 Version: 8.6 & Above Log files can be very important when investigating why taxes may not be calculated as expected. In particular, the AvalaraAPICalls.xml file is important when you speak with Avalara reps for support. This ...
Avalara - Best Practice
Release Date: 4/28/23 Version: 8.6 and Above Consider Setting Up a Sandbox Testing Environment The Avalara interface requires significant setup and training before you can start using it effectively. Therefore, it is a good idea that you do a test ...
Avalara - Use Codes
Release Date: 4/28/23 Updated: 1/23/24 Version: 8.6 and Above Use codes are used to determine why a customer is exempt from taxes. Use codes can be assigned at the customer type, customer, ship-to, and order levels. When determining the use code for ...
Avalara - Item Tax Codes
Release Date: 4/28/23 Version: 8.6 and Above Tax codes (_GOODSERVICES attribute) are used to determine what tax category an item belongs to for taxing purposes. Tax codes can be assigned at the product category, user-defined code, and item levels. ...
Avalara Design Principles
Release Date: 4/28/23 Date Revised: 10/4/23 Version: 8.6 and Above Issues Related to Running Versions 8.5 and 8.6 Side by Side While we allow users to run versions 8.5 and 8.6 side by side, if users turn on the Avalara interface then applications ...
Avalara - Change Customer Screen Layout
Release Date: 4/28/23 Version: 8.6 and Above In Sales Desk & Order Entry, users can add/change customers on the fly without going to Customer File Maintenance. Up to 15 fields can be set up in the window per Global Setup. The following restrictions ...
Avalara - Tax Queue
'Release Date: 4/28/23 Updated: 1/26/24 Version: 8.6 and Above The tax queue application is designed to capture all of the tax transactions processed through Customer Order Processing to prepare them to be committed through the AvaTax Service. This ...
Avalara - Tax Commit Edit List
Release Date: 4/28/23 Version: 8.6 and Above The Tax Commit Edit List shows a the list of transactions to be committed to Avalara using the AvaTax Service. Programs Added: AVTAXEDT CLS
Avalara - Tax Reconciliation Report
Release Date: 4/28/23 Version: 8.6 and Above The Tax Reconciliation Report shows all of the committed tax transactions that occurred during a specific time period. The report has the option to only show transactions where there is a discrepancy ...
Avalara - Commit Tax Transactions
Release Date: 4/28/23 Version: 8.6 and Above Posting Invoices to Accounts Receivable does not communicate with Avalara to commit the transaction. This is to avoid a crash in invoice posting if the application is unable to communicate with Avalara. ...
Avalara - Review Tax History
Release Date: 4/28/23 Version: 8.6 and Above This application shows the batches of transactions that have been successfully committed using the AvaTax service. Drill downs are available to the individual invoices posted in each batch. Launching the ...
Avalara - Review Tax Queue
Release Date: 4/28/23 Updated: 8/22/23 Version: 8.6 and Above This application shows a list of the transactions in the queue to be processed. A reconciliation status will show which transactions failed calculation and were estimated using a combined ...
Avalara - Post Invoices to Accounts Receivable
Release Date: 4/28/23 Version: 8.6 and Above Posting invoices to Accounts Receivable does not communicate with Avalara to commit the transaction. This is to avoid a crash in invoice posting if the application is unable to communicate with Avalara. ...
Avalara - Void Invoices
Release Date: 4/28/23 Version: 8.6 and Above Once an invoice is printed and taxes are successfully calculated, the transaction is registered as uncommitted with Avalara. Voiding an invoice in Elliott will void the invoice in Avalara. For example, ...
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 ...
Avalara - Print Picking Tickets
Release Date: 4/28/23 Updated: 2/12/24 Version: 8.6 When the Avalara Integration is enabled, the following changes will take effect when printing picking tickets. Picking Tickets must be printed under version 8.6. If the user attempts to run the ...
Avalara - Copy/Consolidate Orders
Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Copy/Consolidate Orders. Copy/Consolidate Orders must be run under version 8.6. If the user attempts to run the ...
Avalara - Recurring Orders
Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Recurring Order Entry. Recurring Order Entry must be run under version 8.6. If the user attempts to run the application ...
Avalara - Order Billing
Release Date: 4/28/23 Updated: 2/12/24 Version: 8.6 and Above The order billing process will estimate taxes based on the tax codes and percentages on the order header. If the order requires payment information, the taxes are calculated before the ...
Avalara - Order Entry
Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the following changes will take effect in Order Entry. Order Entry must be run under version 8.6. If the user attempts to run the application under version 8.5, ...
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 - Order Inquiry
Release Date: 4/28/23 Version: 8.6 and Above Order Inquiry will now show the state, city, and district tax percentages with the literals changed to support the three tax types. Programs Modified: CPORDINQ, CP0400 CLS
Avalara - Stock Status Inquiry
Release Date: 4/28/23 Version: 8.6 and Above When the Avalara Integration is enabled, the Stock Status Inquiry that is launched from Customer Order Processing-> Inquiry-> Stock Status Inquiry will show the estimated tax percentages for a customer ...
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 - Tax Code File Maintenance
Release Date: 4/28/23 Version 8.6 and Above Users will not be allowed to change field 11. Tax Freight if the Avalara Integration is enabled. This field is set by updating the zip tax rates from Global Setup-> Utilities-> Avalara Utilities-> ...
Avalara - Service Invoice Processing
Release Date: 4/28/23 Version: 8.6 and Above Service Invoice Processing will force the tax rates 1, 2, and 3 to be zeroes for taxable customers. A message beside the tax rates will show A/R does not support taxes. Users should use COP Invoices and ...
Avalara - Sales & Cr/Dr Memo Processing
Release Date: 4/28/23 Version: 8.6 and Above If you are using Avalara Interface, Elliott's A/R Sales & Cr/Dr Memo Processing will force the tax amount 1, 2, and 3 to be zeroes for taxable customers. This is because interfacing with Avalara requires ...
Avalara - Customer Account Inquiry and Customer Account Summary
Release Date: 4/28/23 Version: 8.6 and Above Customer Account Inquiry has been changed to display the default state, county, and district tax sales tax rates based on the city, state, and zip code entered. Customer Account Summary has been changed to ...
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 ...
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 - ...
Feature - Country Validation
Release Date: 9/6/2022 Version: 8.5 and Above The feature allows the user to enable country validation. A new A/R Global Setup option has been added to enable this feature: Global Setup-> Acct-> A/R Global Control-> 32. Validate Country. 32. Validate ...
Avalara Attribute Support
Release Date: 4/28/23 Updated: 1/26/28 Version: 8.6 and Above For Elliott to work with the Avalara Sales Tax Interface, there are additional data to be stored on the Elliott side. Our implementation chooses to store these data in the following ...
Avalara - Attribute Enhancement File Maintenance
Release Date: 4/28/23 Version: 8.6 and Above This feature adds AVUSECDE (Avalara Use Code) and AVGDSRVC (Avalara Tax Code) as files to the Master File list in Attribute Enhancement File Maintenance. This allows the _USECODE and _GOODSERVICES ...
Avalara - Attribute File Maintenance
Release Date: 4/28/23 Version: 8.5 and Above System File Setup-> Maintenance-> Attribute File-> Create now supports two options: SPS EDI attributes and Avalara Attributes. This will create the _USECODE, _AVATAXSNAPSHOT, _AVATAXFINAL, _GOODSERVICES, ...
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