# Common requirements

Source: https://developer.avalara.com/avatax-dm-combined-erp/about-this-guide/common-requirements/

# Common requirements

This section provides an overview of requirements that exist for both AvaTax and Document Management in order to become a certified partner.

Administration and utilities

This section describes the requirements for the Settings window of your integration.

Requirement

Use Case

Endpoints

Required/Conditional/Suggested

[Configuration window](/avatax-dm-combined-erp/common-setup/design-the-user-experience/admin/avatax-dm-configuration-window)

Merchants/users need to be able to access a URL that points to AvaTax and Document Management. From this URL, users must be able to log in using either their username/password or their account number/license key. They also need to be able to perform a company code lookup.

N/A

Required

[Test connection button](/avatax-dm-combined-erp/common-setup/design-the-user-experience/admin/avatax-test-connect-button)

Merchants/users need to be able to test the connection to the AvaTax and Document Management services and verify their credentials.

[Ping](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Utilities/Ping/), [QueryCompanies](https://developer.avalara.com/api-reference/avatax/rest/v2/methods/Companies/QueryCompanies/)

Required

[Client-side logging](/avatax-dm-combined-erp/common-setup/design-the-user-experience/admin/enable-client-side-logging)

Merchants/users must have the option to retrieve detailed logging within the application.

N/A

Required

[User guide](/avatax-dm-combined-erp/common-setup/design-the-user-experience/admin/user-guide)

Merchants/users must have a way to access a User Guide. This guide should contain screenshots and information allowing the end user to configure AvaTax and Document Management as well as information on the functionality of the integration.

N/A

Required

[Request timeout definition](/avatax-dm-combined-erp/common-setup/design-the-user-experience/admin/request-timeout-definition)

Merchants/users should define a timeout length on their backend service for AvaTax and Document Management requests.

N/A

Suggested

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