SCM Tax Calculation Settings Fields

Here is a description of the fields and buttons available in the SCM Tax Calculation Settings Lightning component.

This component is available by default on the Tax Calculation Settings page. For more information, see Configuring SCM Settings on the Tax Calculation Settings Page. You can also add the component to any Lightning app page.

General Settings

SCM Tax Calculation Settings Fields

Field	Description
Company Code	The code that represents your company in Avalara. This is used when calculating tax for all document types.
Tax Code for Freight Invoice Lines	The Avalara tax code used for invoice line items of type "Freight". If you specify a value, it is automatically copied to the freight invoice line items when calculating tax for the invoice. The tax code can increase the precision when calculating tax.
Tax Code for Miscellaneous Invoice Lines	The Avalara tax code used for invoice line items of type "Miscellaneous". If you specify a value, it is automatically copied to the freight invoice line items when calculating tax for the invoice. The tax code can increase the precision when calculating tax.
Address Validation Country Code Filter	Comma-separated list of countries that you can validate addresses for. The Avalara AvaTax address validation service only works with addresses in the United States and Canada. If you leave this field blank, when a user tries to validate an address, the connector calls the Avalara service. If the address is outside the US or Canada, Avalara always returns an error. You can avoid unnecessary calls to Avalara by providing a list of countries that you want the addresses to be validated for. If your organization operates in both the US and Canada, we recommend entering the following value: United States,United States of America,US,USA,America,Canada,CA.

Automatic Tax Calculation Settings

In the Automatic Tax Calculation section you can enable automatic tax calculation when performing specific actions. The action depends on the object.

Automatic Tax Calculation Fields

Field	Description
Customer Quotation	If selected, tax is automatically calculated when you print a custom quotation. Note: This only works with the Print Lightning action included in SCM Core.
Sales Order	If selected, tax is automatically calculated when you approve a sales order.
Invoice	If selected, tax is automatically calculated for an invoice when you complete the shipment related to the invoice.
AP Voucher	When selected, tax is automatically calculated when you match an AP voucher.

Additional Eligibility Criteria for Tax Calculation Settings

In the Additional Eligibility Criteria for Tax Calculation section, you can select a field for each object that contains the additional criteria for calculating tax for that document type. These criteria are applied alongside the default criteria. This helps you control which documents are eligible for tax calculation and reduce unnecessary calls to Avalara.

Notes:

• The field must be a checkbox or a formula checkbox field.
• You must have access to the field in order to see it in the drop-down menu.

Automatic Tax Calculation Fields

Field	Description
Purchase Order	The field on the Purchase Order object used to determine whether a purchase order is eligible for tax calculation.
Sales Order	The field on the Sales Order object used to determine whether a sales order is eligible for tax calculation.
AP Voucher	The field on the AP Voucher object used to determine whether an AP voucher is eligible for tax calculation.
Invoice	The field on the Invoicing object used to determine whether an invoice is eligible for tax calculation.
AP Voucher Credit	The field on the AP Voucher Credit object used to determine whether an AP voucher credit is eligible for tax calculation.
Credit Invoice	The field on the Credit Invoice object used to determine whether a credit invoice is eligible for tax calculation.
Customer Quotation	The field on the Customer Quotation object used to determine whether a customer quotation is eligible for tax calculation.

Buttons

SCM Tax Calculation Settings Buttons

Button	Description
Validate Org Address	Validates the org address in Avalara AvaTax. For more information, see Validating the Org Address in Avalara.
Save	Saves the changes that you have made to the fields in the SCM Settings section.