Exemption Certificate Management

OverviewAPIMCPIntegration guides
ECM (AvaTax) API
CertCapture RESTful APIs

CreateOrAdjustTransactionModel

Create or adjust transaction model

This model is used in the following APIs:

Parameters
adjustmentReasonOptional
string

A reason code indicating why this adjustment was made

Enum: NotAdjusted, SourcingIssue, ReconciledWithGeneralLedger, ExemptCertApplied, PriceAdjusted, ProductReturned, ProductExchanged, BadDebt, Other, Offline, Offset
adjustmentDescriptionOptional
string

If the AdjustmentReason is "Other", specify the reason here.

This is required when the AdjustmentReason is 8 (Other).

createTransactionModelRequired
CreateTransactionModel

The create transaction model to be created or updated.

If the transaction does not exist, create transaction. If the transaction exists, adjust the existing transaction.