SALES TAX FOR ERPS - MILESTONES
Before you begin
- About this guide
- Additional resources
- Glossary
Planning your integration
Error handling
- AvaTax error messages
Certification requirements
Configure AvaTax
AvaTax transaction concepts
- Transactions in AvaTax
- Transaction lines
- Transaction statuses
- Item classification
- Void/delete documents
- Currency conversion
- Fees and rates in responses
- Transaction FAQs
Nonstandard item transactions
Discounts and overrides
Design the user experience
- Design considerations
- Document code
- Customer code
- Document date
- Ship-to address (header and line levels)
- Ship-from address (header and line levels)
- Line number
- Item code
- Item description
- Quantity
- Amount
- Tax code
- Verify that the transaction uses the Avalara-calculated tax amount
- Shipping/freight handling
- Sales order/sales invoice workflow
- Commit transactions
- Void/delete a document
- Discount transactions
- Point-of-order origin address (header and line levels)
- Point-of-order acceptance address (header and line levels)
- Entity use code (header and line levels)
- Purchase order number
- Latitude/longitude support
- FAQs
Customer record integration
Item/charge integration
Sales/billing documentation integration
Server audit clarity and installation
Refunds integration
Design the transaction workflow
Test transactions
- Understanding these transactions
Refunds example
POS example
Functional review
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