Account Fields

FinancialForce Foundations adds fields and buttons to the Salesforce Account object.

Here is a description of the fields that Foundations adds to the Salesforce Account object.

Key: * – Mandatory field; R – Read-only

Field Name

 

Description

Billing Address Validated

R

Indicates whether the Billing Address has been validated successfully against the addresses in Avalara AvaTax.

Billing Address Validated Reference R Used by Foundations to indicate that an address has been validated when Update Address Validated Fields is selected in FDN Common Object Settings custom settings. The Billing Address Validated formula field displays the value of this field.

Exemption Certificate

 

Tax exemption certificate for the account. If you enter a value, all documents associated with this account are treated as tax exempt when you calculate tax using Avalara AvaTax. Use this field only when you are not required to collect tax for the account and your finance team tracks and verifies tax exemption certificates manually.

Shipping Address Validated

R

Indicates whether the Shipping Address has been validated successfully against the addresses in Avalara AvaTax.

Shipping Address Validated Reference R Used by Foundations to indicate that an address has been validated when Update Address Validated Fields is selected in FDN Common Object Settings custom settings. The Shipping Address Validated formula field displays the value of this field.

Validated Billing Street

R

Validated billing address in Avalara AvaTax.

Validated Billing City

Validated Billing State / Province

Validated Billing Zip / Postal Code

Validated Billing Country

Validated Shipping Street

R

Validated shipping address in Avalara AvaTax.

Validated Shipping City

Validated Shipping State / Province

Validated Shipping Zip / Postal Code

Validated Shipping Country

VAT/GST Information

Field Name

Description

Output VAT/GST Code The tax code to be used when calculating tax in a VATClosed Value Added Tax or GSTClosed Goods and Services Tax company and the Tax Status is "EC Registered" or "Export". See Billing Documents.
Tax Status

The tax status for this account for VAT/GST accounts. The value of this field determines the tax codes to use when calculating tax. For more information, see Billing Documents.

Tax Registration Number The VAT registration number for this account. This is the identifying number used for VAT purposes.
Tax Country Code

Code for the European Union country in which this account operates. You can update the entries in this custom picklist if required. The country code is required for the correct reporting of VAT on cross-border trades within the European Union.

SUT Information

Field Name

Description

Sales Tax Status The tax status for this account for SUTClosed Sales and Use Tax companies.
Tax Codes 1-3 Tax codes for this account.

Buttons

Button Name

Description

Validate Billing Address

Validates the billing address fields in Avalara AvaTax.

Validate Shipping Address

Validates the shipping address fields in Avalara AvaTax.