Configuring SCM Settings on the Tax Calculation Settings Page

Once you have enabled external tax calculation using Avalara in Foundations and assigned yourself the relevant permissions, you must define additional settings for SCM. You can do this in the SCM Settings section of the Tax Calculation Settings page.

In this section, you can:

  • Specify the code that represents your company in Avalara.
  • Specify the default Avalara tax codes for freight and miscellaneous invoice lines.
  • Validate your org address in Avalara.
  • Automate tax calculation for specific document types.
  • Define additional eligibility criteria for each document type.
Note:

The SCM Settings section only displays if external tax calculation using Avalara is enabled in the Integrations Settings section. For more information, see Tax Calculation using Avalara AvaTax.

To define the settings:

  1. Open the Foundations & Integrations Task Launcher tab.
  2. Click Tax Calculation Settings.
  3. In the SCM Settings section, populate the relevant fields. For more information about each field, see SCM Tax Calculation Settings Fields.
  4. Click Save.
  5. Validate your org address. For more information, see Validating the Org Address in Avalara.