Configuring Order and Inventory Management 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 Order and Inventory Management. You can do this in the Order and Inventory Management 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.
  • Make posting tax to Avalara an optional step. By default, posting tax is required before committing tax.
  • Customize the tax breakdown mappings for line-level objects. This is useful if you want to store the tax breakdown for more than three jurisdictions.
Note:

The Order and Inventory Management 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 Order and Inventory Management Settings section, populate the relevant fields. For more information about each field, see OIM Tax Calculation Settings Fields.
  4. Click Save.
  5. Validate your org address. For more information, see Validating the Org Address in Avalara.