Exemption Certificate Management Badge Requirements

Administration/Utilities Integration

Name	Type	Description	Comments
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

Name	Type	Description	Comments
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.