Scheduling Avalara VAT Reporting Batch Jobs

To ensure that Avalara VAT Reporting always contains your latest financials from Accounting, you must create a recurring batch task. You can do this using the standard Salesforce Apex class scheduler.

Perform the following steps to create a daily recurring job.

Note 1:

You must have the following permission sets assigned:

  • Accounting - Localization
  • Data Archiving

You must also have the Author Apex system permission assigned.

Note 2:

The steps are provided as an example. For more information on creating recurring Apex jobs, see "Schedule Apex Jobs" in the Salesforce help.

  1. From Setup, click Custom Code | Apex Classes.
  2. Click Schedule Apex.
  3. Next to Job Name, enter a meaningful name. For example, Avalara VAT Reporting Daily Job.
  4. Next to Apex Class, enter AvalaraVatReportingScheduler.
  5. Next to Frequency, select Weekly.
  6. Under Recurs every week on, select all the days. This specifies that the job runs every day. If there are eligible transactions, they are sent to Avalara VAT Reporting. If there are no eligible transactions, nothing is sent to Avalara VAT Reporting. For more information, see Sending Transaction Data to Avalara VAT Reporting.
  7. Next to Start, select today's date.
  8. Next to End, select a future date. For example, a year from today's date.
  9. Next to Preferred Start Time, select the time of day when the job should start running. For example, your company's end of business hours. Note that the hours display in your time zone.
  10. Click Save.
Note:
  • Each time a job execution finishes, an email notification is sent to the email of the user who created the job.
  • If the Avalara VAT Reporting Integration feature is not enabled, the job executes but it doesn't generate XML documents.