Functionality has been added to place sales orders on hold when an exemption certification has been requested but has not yet been uploaded and/or validated.  A functional example is provided below:

Step 1: Enter the sales order header as you normally would

Step 2: Enter the sales order detail lines as you normally would

Step 3: On the order review screen notice tax is calculated for a customer that should have an exemption certificate

Step 4: Press the Address Book/EC button and Request Certificate

Step 5: Back to the order, you have the option to place the order on hold as you wait for the certificate. Click Yes.

Step 6: Continue to Save the order. Notice the order is on ‘CE’ hold

Step 7: Now, the customer will receive an email notification with a link to allow the customer to add the certificate

Step 8: The customer uploads and saves the certificate via Avalara CertExpress

Step 9: Run the Release CE Hold report (RQ67AT05) to release the order from hold.

If desired, you can use Online Invoice to confirm that tax is no longer calculated for the order

Step 10: Now, the order can continue processing normally.