SECTIONSMigrating from the SCM Avalara Connector to Core
Starting with Winter 2023, most of the functionality available in the SCM Avalara Connector extension package is also available in SCM Core.
The following features are currently not available in SCM Core:
- Defining a list of nexus regions. Instead, you can define more sophisticated eligibility criteria. For more information, see Additional Eligibility Criteria for Tax Calculation Settings.
- Automatically marking tax as "Committed" for invoices and AP vouchers when tax is committed for the related sales or payable invoices in FinancialForce Accounting. If you use the SCM Accounting Connector, you must manually set the External Tax Status field to "Committed" for invoices, credit invoices, AP vouchers, and AP voucher credits.
Perform the following tasks to migrate from the SCM Avalara Connector package to using the features available in SCM Core.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 |
Perform step 4 in the Tax Calculation Using Avalara feature in the Feature Console. This creates an unmanaged permission set that you must assign to yourself. The permission set enables you to configure the connector in SCM Core. |
Enabling the Tax Calculation Using Avalara Feature |
| 2 | Copy the relevant configuration settings from the Avalara Settings page to their equivalents on the Tax Calculation Settings page. | Copying Avalara Settings to Tax Calculation Settings |
| 3 | Disable the old connector. | Disabling the SCM Avalara Connector |
| 4 | Perform the remaining relevant steps in the Tax Calculation Using Avalara feature in the Feature Console. | Enabling the Tax Calculation Using Avalara Feature |
| 5 | Assign the required permission sets to the relevant users. | Manually Assigning Permission Sets |
| 6 | Migrate Avalara tax mapping records to AvaTax code to product group mapping records. | Migrating Avalara Tax Codes to AvaTax Code to Product Group Mappings |