MARKETPLACE INTEGRATION MILESTONES
Error handling
- AvaTax error messages
Recommended approach
Configure AvaTax
Design the user experience
- Design considerations
- FAQs
Customer record integration
Design the transaction workflow
Transactions
- Transactions in AvaTax
- Invoice lines
- Transaction statuses
- Item classification
- Voiding/deleting documents
- Document code
- Customer code
- Document dates
- Tax calculation date
- Document type
- Header level - destination address
- Header level - origin address
- Line number
- Item code
- Item description
- Quantity
- Amount (extended)
- Tax code
- Merchant seller identifier
- Verify Avalara calculated Tax Amount is used in transaction
- Freight items must be transmitted separately
- Determination call - Sales Order/Sales Invoices
- PostTax/CommitTax call - invoices
- Send discounts appropriately
- Location code
- Exemption Number
- Voiding/deleting invoices
- Include point of order origin in determination request
- Include point of order acceptance in determination request
- Send location code with the transaction
- Point of order origin - header level
- Point of order acceptance - header level
- Exemption override
- Line-level addresses
- Send optional header-level data elements - Purchase order number
- Send optional line-level data elements - Entity use code
- Latitude/longitude support
- Reaasonable ratio of transaction and address validation calls to committed documents
- FAQs
Non-standard item transactions
Discounts and overrides
Recommended approach
Refunds
Address validation
- Understanding address validation in AvaTax
- Validate and normalize addresses for sales tax calculation
- Resolution of addresses during tax calculation
- Option to disable address validation
- Standardize and correct the address input
- Address validation support for US and Canada addresses only
- Option to disable address validation during order entry
- Option to return address validation results in upper or mixed case
- Implement an "is dirty" flag on addresses
- Capture the address type
- Send required header level data elements - origin and destination addresses
- Send the destination address as an optional line-level data element
- Send the origin address as an optional line-level data element
- Pass integration identifier information
- FAQs
Recommended approach
Functional review
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