# Transaction workflow considerations

Source: https://developer.avalara.com/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/

# Transaction workflow considerations

This section describes some best practices when designing your document workflow. Before beginning, consider the following questions:

-   What kind of ERP system are you designing?
    -   Will your workflow [include a posting process](/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/erp-workflow-with-posting), or will the workflow [not include a posting process](/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/erp-workflow-without-posting)?
    -   [Does your ERP support credit memos?](/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/credit-memos-without-posting)
-   [When is it appropriate to call AvaTax for tax calculation?](/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/calculating-tax)
-   [When should you record (commit) a transaction?](/avatax-dm-combined-erp/sales-tax-badge/design-transaction-workflow/when-to-commit)
-   How will you validate addresses? Will you be using Avalara's service? If so, review the [Address Validation](https://developer.avalara.com/certification/avatax/address-validation-badge/) requirements. If not, we still require that your environment includes an address validation service (for example, Google Maps™).

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