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Processing Taxable Sales Order with Transportation Management


For the purpose of illustrating how Avalara AvaTax Tax Calculation when integrated with SmarterCommerce a "standard order" is one where there are no errors or exceptions and the sales order document type is active based on UDC Definitions within UDC 59/AO - Avalara AvaTax Order Document Types and UDC 59/AT - Avalara AvaTax Country Validation. The Standard Order Type for this process is S4.

Tax Calculation uses the origin (outbound branch plant address associated to order level line unless line type is determined to be a drop-ship line) and destination address (ship to address associated to order level line or ship to address override for entire order if one exists) to determine the proper tax rate per order. 

To process a Sales Order with Avalara AvaTax Get Tax Calculation complete the following steps. This example will be demonstrated using the P4210 Order Entry application.

To process Taxes in Transportation Management, field Tax YN in P4978 must be Y for charges included in the calculation process. 010 and 020 by default.

All the Routes included in the process for the destination customer, must also include the Fields Tax YN, Tax Explanation Code, and Tax Area populated according to Avalara Avatax and customer setup.

 

Step 1

Enter sales order verifying tax related fields, to execute Avalara AvaTax Get Tax calculation, set the Tax Rate/Area field of the order lines equal to the value defined in ATTAXAREAC constant. A tax rate/area set to <blank> or any value other than value found in constant will bypass call to Avalara AvaTax Get Tax calculation. Once all detail lines have been entered as desired press OK. The Order Acceptance screen will be presented.

 

Step 2

Once the tax rate and amount returned by Avalara AvaTax Tax Calculation are displayed you are ready to place the order (please note that if you are using P42101 to enter orders you can see this information on the Order Summary tab). The sales order will be recorded for further processing.


Step 3

If desired, inquire on the order and use the Online Invoice row exit to review the tax amount calculated.

Step 4

Continue to process the order through Transportation and check for the shipment charges, payable charges will include Tax and Billable Charges will go back to the order to include the tax during the print of the invoice.

 

Step 5

Continue to process the order through to Invoice Print (R42565).