Element type: Required

Endpoints/models used: CreateTransactionModel > type

Your integration must have an option to just calculate tax or to calculate tax and record documents to the AvaTax account. For example, consider a merchant who has both an ecommerce integration and either an OMS or ERP integration to AvaTax. In this case, you want the ecommerce system to just do the tax calculation but not record transactions to the tax account. That will be the responsibility of the OMS/ERP system, which may have other sales channels feeding into it.

AvaTax supports several "invoice" and "order" document types, as described in the CreateTransactionModel > type documentation. For most "invoice" types, AvaTax will record the transaction to AvaTax. For most "order" types, AvaTax will create an uncommitted transaction. The exception is SalesOrder. For SalesOrder doc types, no transaction will be created within AvaTax. So, when designing a component in your UI that disables document recording, simply set the type flag to SalesOrder on all calls.

Option to disable document recording