AVATAX FOR AP BADGE MILESTONES
Build
- AvaTax error messages
- Configure your account
- Set up thresholds
- Certification requirements
- Transactions in AvaTax
- Transaction lines
- Transaction statuses
- Item classification
- Design considerations
- Display and store the AP status code in responses
- Display and store the AP status in responses
- Document code
- Vendor code
- Document date
- Tax calculation date
- Ship-to address (header and line levels)
- Ship-from address (header and line levels)
- Point-of-order origin address (header and line levels)
- Point-of-order acceptance address (header and line levels)
- Reporting location code
- Line number
- Item/commodity code
- Item/commodity description
- Quantity
- Amount
- Tax code
- Tax overrides
- Verify that the transaction uses the Avalara-calculated tax amount
- Shipping/freight handling
- Transaction lifecycle
- Commit transactions
- Void/delete a document
- Discount transactions
- Purchase order number
- Latitude/longitude support
- Typical AvaTax for Accounts Payable workflow
- AP statuses and recommended actions
- When should I calculate tax?
- When to commit
Error handling
Certification requirements - Error handling
Configure AvaTax
Optional: Set up items, vendors, and cost centers
Optional: Location-based filing
AvaTax transaction concepts
Nonstandard item transactions
Void/delete documents
Design the user experience
Vendor record integration
Purchases/payables document integration
Server audity clarity and installation
Design the UX FAQs
Design the transaction workflow
Certification requirements - Design the transaction workflow
Design the transaction workflow FAQs
