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Requirements for certify calculation for services transactions

Introduction

The connector certification requirements for services calculations are designed so that the end-user has a simple implementation process.

There are options to obtain certification on sales and purchase transactions.

The partner will need to define if they desire to implement one or both transaction types.

Below are the minimum scenarios necessary for certification.

Premises

The partner can be certified at any time, but will only be considered "Launched" to the market, after two customers in production using the connector.

The partner will be responsible for support customers in production and give the maintenance of the developed connector.

The partner will be responsible for providing training and a guide to support customers.

To present an SLA (Service Level Agreement) plan.

Present a schedule detailing development times, unit tests, and integration tests.

We inform the importance of our partners complying with the rules and determinations of the General Data Protection Law - LGPD (Law No. 13,709), not disclosing or exposing customer data.

Services Transaction

Sales Transaction

Mandatory Suggested

Scenarios

Transactions

Point of Attention

Mandatory

Service Sales Within Origin Company City

Sales

Mandatory

Services Sales Out of Origin Company City

Sales

CEPOM ID

Suggested

Export Services

Sales

Suggested

Service Sales with Deductions

Sales

Purchase Transaction

Mandatory Suggested

Scenarios

Transactions

Point of Attention

Suggested

Service Purchase with Deductions

Purchase

Mandatory

Services Purchase Out of Origin Company City

Purchase

CEPOM ID

Mandatory

Services Purchase Within Origin Company City

Purchase

Minimum Taxes
Connectors needing certification will need to be able to prepare to receive and process the list of taxes below:
  • ISS
  • ISS-RF
  • IRRF
  • IRPJ
  • PIS
  • PIS-RF
  • COFINS
  • COFINS-RF
  • CSLL
  • CSLL-RF
  • INSS-RF
  • INSS-CPRB
  • APPROXIMATE VALUE OF TAXES - MUNICIPALITY
  • APPROXIMATE VALUE OF TAXES – FEDERAL
Mandatory requirements to get the certification.
As a user, I will navigate to one place on the application, and I should be able to:

Mandatory Suggested

Use Cases

Notes

Mandatory

Setup Avalara Credentials

The best practice is to enhance the UI for easy entry of Avalara credentials including:

  • Client ID Token
  • Secret Token
  • Avalara end point URL

Mandatory

Test Authentication Connection - Heath Service (PING)

There are two methods available:

  • One for authentication /AUTH
  • another for service availability /PING

Suggested

Enable/Disable Service Utilization

In this case, the user can enable or disable the AvaTax BR service at any time. The flag will indicate that the service is operational.

Mandatory

Comprehensive Logging

Given that all transactions are based on request/response JSON, the connector should provide logs of these transactions for troubleshooting, if necessary. Partners can define the time necessary to keep those data on the system.

Mandatory

Set the timeout to API calls

Set a timeout to API call, as recommended by best practices.

Mandatory

Security Communication Protocol – HTTPS/SLL

The platform (ERP´s, middleware’s, e-commerce, etc.) that will be the API calls should be prepared to support TLS 1.2.

Previous versions will be discontinued and are not recommended.

Mandatory

Checking Environment

Provide evidence that demonstrates which environment (Production or Sandbox) the client/partner is operating

Mandatory

Version

Inform version compatibility with the ERP with the connector.

Mandatory

Architecture

Inform the connector architecture, as well as the prerequisites for operation, either on Premise or in the cloud.

Mandatory

Namespaces – SAP

Exclusive for partners who will develop a connector for SAP ERP, it is mandatory to have a reserved domain within the SAP system, which must be active and licensed.