Setup & Configuration
Before you begin working with the ECM module the following constants and User Defined Code (UDC) must be configured.
| Constant Name | Description | Recommended Setting |
| ATCEBD | Number of back-days if a certificate request was sent to the customer | 1 |
| ATCEHOLD | Hold Code for sales order with non-validated exemption certificates | CE |
| ATCELIC | Determine if ECM is licensed in Avalara | Y |
| ATCESAVE | Define Avalara ECM setup if automatic save certificates as valid is enabled. | Y |
| ATCEM | Defines which Address Book (F0101) category code is used to “flag” (value of 1) a customer once created in ECM to maintain synchronization. | AC30 |
User Defined Code 59|CE must be configured to indicate which address book records qualify to interact with SC AvaTax ECM:
