Exemption Certificate Management Badge Requirements
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Administration/Utilities Integration

NameTypeDescriptionComments
ECM/AvaTax Configuration
Required
The ECM / AvaTax Configuration window must allow the user to specify the configuration/connection information.
  • Account Number
  • License Key
  • Environment (Sandbox/Production)
ECM Test Connect Button
Required
Test the connection to the ECM service and verifies the ECM/AvaTax API credentials. This is an important element to allow for successful troubleshooting of the ECM service.
Company Code
Required
Merchants should have the ability to designate which company within their account is linked to this integration. This can be done using the Company Code Lookup.
User Implementation Guide
Required
The User Implementation Guide should contain screenshots and information allowing the end user to configure ECM and information on the functionality of the integration.
Enable Logging
Required
Enables detailed ECM transaction logging within the application including capture of round-trip processing time.
Batch Load Customers
Suggested
Utility to batch load customer records into ECM.
Request time out definition
Suggested
Define a timeout length for ECM requests.
ECM Admin Console Link
Suggested
Link to the ECM Application Dashboard.

Customer Record Integration

NameTypeDescriptionComments
Create Customer Record
Required
As customer records are created in the ERP, a function to create a corresponding customer record in the ECM application is required.
Required Fields:
  • Customer number (unique customer identifier)
  • Customer Name
  • Mailing Address
  • Option for Additional-Ship To Zones on customer record
  • Email address
Update Customer Record
Required
As customer record are updated in the ERP, a function to update the corresponding customer record in the ECM application is required.
Retrieve Customer Exemption Status
Required
Retrieve and display exemption certificate information associated with a customer record.
The displayed information must include:
  • Exempt state
  • Exempt reason
  • Certificate expiration date
  • If existing AvaTax Integration - Optional identify exempt reason on customer record
  • No existing AvaTax Integration - Required identify exempt reason on customer record
View Exemption Certificate
Required
View an exemption certificate associated with customer record.
Option to Print or Save Certificate
Required
Print or save certificate image on the local system.
Request new Certificate
Required
As exemption certificates expire, a function to send the customer a request for a new exemption certificate is required.
Revoke Existing Certificate
Suggested
Optional function to revoke/unlink an existing certificate from a customer record.