ERP Address Book
Customer synchronization takes the customer information in your ERP and updates the customer information in Avalara to match. When a customer exists in your ERP but does not exist in Avalara you will be prompted to either add the record automatically in Avalara or not. When the customer information is added automatically, the following information from your address book will be electronically sent and added to Avalara. If not, you must log in to Avalara and manually add the customer. In addition, if some information is updated in JDE Address book (i.e. address line, email, etc.) the user can update it on demand or automatically to Avalara.
The following data will be synchronized:
This functionality is available via a row exit in the address book or from a button within a sales order.
System will prompt to select the JDE/Avalara company related:
Sales Order entry:
