Credit Invoice to Avalara Mappings
Here is a description of how fields and values from a credit invoice are mapped to an Avalara AvaTax transaction.
Avalara Transaction Field |
Credit Invoice Value |
---|---|
Company Code | Set to the value of the Company Code field. This is defined on the Tax Calculation Settings page. For more information, see SCM Tax Calculation Settings Fields. |
Document Code | Set to the value of the Credit Invoice Name field. |
Document Type | Set to "Return Invoice". |
Document Date | Set to the date on which the credit invoice was created. |
Customer Code |
Determined from the original invoice as follows:
|
Discount | Set to zero. |
Location Code | Set to the value of the Avalara Location Code field. |
Customer Exempt Number |
Determined from the original invoice as follows:
|
Entity Use Code |
Determined from the original invoice as follows:
|
Customer VAT Number | Set to the Tax Registration Number field of the account specified in the Customer field on the original invoice. |
Reference Code | Set to the name of the original invoice. |
Currency | Set to the name of the currency master record specified in the Currency lookup field on the sales order or service contract related to the original invoice. |
Override Tax | This is selected. |
Override Type | Set to "Tax Date". |
Tax Date | Set to the Invoice Date field of the original invoice. |
Override Reason | Set to Credit Invoice. |
Ship From |
Determined from the warehouse of the sales order or service contract related to the original invoice as follows:
|
Ship To | Set to the value of the ship-to fields of the original invoice. |
Here is a description of how fields and values from a credit invoice line item are mapped to an Avalara AvaTax transaction line.
Avalara Transaction Field |
Credit Invoice Line Value |
---|---|
Item Code | Set to the value of the Credit Invoice Line Name field. |
Item Description | Set to the value of the Item Description field of the original invoice line item. |
Quantity | Set to the value of the Quantity field. |
Total Amount | Set to the value of the Amount field of the original invoice line item. |
Avalara Tax Code | Set to the value of the Avalara Tax Code field of the original invoice line item. |
Include Line in Discount Calculations | This is deselected. |
Ship From |
Determined from the original invoice line item as follows:
|
Ship To |
Determined from the original invoice line item as follows:
|