Order and Inventory Management Data Dictionary

TaxCalculationSettings__c

Label: OIM Tax Calculation Settings

Contains settings that control the behavior of external tax calculation for Order and Inventory Management.

This custom setting is protected and can only be modified by Certinia.

Field NameField LabelCreated in VersionDescriptionTypeDefault Value
APVC_Auto_Calculate_Tax_Criteria_Field__c APVC Auto Calculate Tax Criteria Field Summer API name of the field on the AP Voucher Credit object used to determine whether an AP voucher credit is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
APVC_Auto_Commit_Tax_Criteria_Field__c APVC Auto Commit Tax Criteria Field Summer 2023 API name of the field on the AP Voucher Credit object used to determine whether tax will be automatically committed to Avalara for the AP voucher credit. This must be a checkbox or a formula checkbox field.

Text(255)
APVC_Calculate_Tax_When_Crediting__c APVC Calculate Tax When Crediting Summer 2023 If selected, when you void or credit an AP voucher, tax is automatically calculated for the new AP voucher credit as soon as it is created.

Checkbox false
APV_Auto_Calculate_Tax_Criteria_Field__c APV Auto Calculate Tax Criteria Field Summer API name of the field on the AP Voucher object used to determine whether an AP voucher is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
APV_Auto_Commit_Tax_Criteria_Field__c APV Auto Commit Tax Criteria Field Summer 2023 API name of the field on the AP Voucher object used to determine whether tax will be automatically committed to Avalara for the AP voucher. This must be a checkbox or a formula checkbox field.

Text(255)
AP_Voucher_Additional_Criteria_Field__c AP Voucher Additional Criteria Field Summer 2024 API name of the field on the AP voucher object used to determine whether an AP voucher order is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
AP_Voucher_Credit_Criteria_Field__c APVC Additional Criteria Field Summer 2024 API name of the field on the AP Voucher Credit object used to determine whether an AP voucher credit is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
Avalara_Company_Code__c Avalara Company Code Summer 2024 Code used to identify your company in Avalara.

Text(25)
Avalara_Valid_Countries__c Avalara Valid Countries Summer 2024 Comma-separated list of countries that can be validated in Avalara AvaTax. Only the addresses whose country is listed here are validated. If a country is not listed here, the address is not sent to Avalara for validation. This has no impact on tax calculation.

TextArea
CINV_Auto_Calculate_Tax_Criteria_Field__c CINV Auto Calculate Tax Criteria Field Summer API name of the field on the Credit Invoice object used to determine whether a credit invoice is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
CINV_Auto_Commit_Tax_Criteria_Field__c CINV Auto Commit Tax Criteria Field Summer 2023 API name of the field on the Credit Invoice object used to determine whether tax will be automatically committed to Avalara for the credit invoice. This must be a checkbox or a formula checkbox field.

Text(255)
CINV_Calculate_Tax_When_Crediting__c CINV Calculate Tax When Crediting Summer 2023 If selected, when you void or credit an invoice, tax is automatically calculated for the new credit invoice as soon as it is created. Deselected by default.

Checkbox false
CQ_Auto_Calculate_Tax_Criteria_Field__c CQ Auto Calculate Tax Criteria Field Summer 2023 API name of the field on the Customer Quotation object used to determine whether a customer quotation is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
Calculate_Tax_When_Printing_Quotation__c CQ Calculate Tax When Printing Summer 2024 When selected, tax is automatically calculated when you print a custom quotation.

Checkbox false
Credit_Invoice_Additional_Criteria_Field__c CINV Additional Criteria Field Summer 2024 API name of the field on the Credit Invoice object used to determine whether a credit invoice is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
Customer_Quote_Additional_Criteria_Field__c CQ Additional Criteria Field Summer 2024 API name of the field on the Customer Quotation object used to determine whether a customer quotation is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
Enable_Auto_Tax_Calculation_Invoice__c INV Calculate Tax When Shipping Summer 2024 When selected, tax is automatically calculated for an invoice when you complete the shipment related to the invoice.

Checkbox false
Enable_Auto_Tax_Calculation_SO__c SO Calculate Tax When Approving Summer 2024 When selected, tax is automatically calculated when you approve a sales order.

Checkbox false
Enable_Auto_Tax_Calculation_Voucher__c APV Calculate Tax When Matching Summer 2024 When selected, tax is automatically calculated when you match an AP voucher.

Checkbox false
INV_Auto_Calculate_Tax_Criteria_Field__c INV Auto Calculate Tax Criteria Field Summer API name of the field on the Invoicing object used to determine whether an invoice is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
INV_Auto_Commit_Tax_Criteria_Field__c INV Auto Commit Tax Criteria Field Summer 2023 API name of the field on the Invoicing object used to determine whether tax will be automatically committed to Avalara for the invoice. This must be a checkbox or a formula checkbox field.

Text(255)
Invoicing_Additional_Criteria_Field__c INV Additional Criteria Field Summer 2024 API name of the field on the Invoicing object used to determine whether an invoice is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
PO_Auto_Calculate_Tax_Criteria_Field__c PO Auto Calculate Tax Criteria Field Summer 2023 API name of the field on the Purchase Order object used to determine whether a purchase order is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
PO_Calculate_Tax_When_Approving__c PO Calculate Tax When Approving Summer 2023 When selected, tax is automatically calculated when you approve a purchase order.

Checkbox false
Posting_Tax_Optional__c Posting Tax Optional Summer 2023 When selected, the Commit Tax action posts and immediately commits tax to Avalara. That means that you don't need to perform the Post Tax action before committing. This applies to invoices, credit invoices, AP vouchers, and AP voucher credits.

Checkbox false
Purchase_Order_Additional_Criteria_Field__c PO Additional Criteria Field Summer 2024 API name of the field on the Purchase Order object used to determine whether a purchase order is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
SO_Auto_Calculate_Tax_Criteria_Field__c SO Auto Calculate Tax Criteria Field Summer 2023 API name of the field on the Sales Order object used to determine whether a sales order is eligible for automatic tax calculation. This must be a checkbox or a formula checkbox field.

Text(255)
Sales_Order_Additional_Criteria_Field__c SO Additional Criteria Field Summer 2024 API name of the field on the Sales Order object used to determine whether a sales order is eligible for tax calculation. The field is used alongside the default eligibility criteria. This must be a checkbox or a formula checkbox field.

Text(255)
Tax_Code_for_Freight_Invoice_Lines__c Tax Code for Freight Invoice Lines Summer 2024 Default Avalara tax code for invoice line items of type Freight.

Text(20)
Tax_Code_for_Miscellaneous_Invoice_Lines__c Tax Code for Miscellaneous Invoice Lines Summer 2024 Default Avalara tax code for invoice line items of type Miscellaneous.

Text(20)
Use_Custom_Tax_Breakdown_Mappings__c Use Custom Tax Breakdown Mappings Summer 2023 When selected, Foundations mappings are used to determine how tax breakdown values are stored on document lines. Only select this if you have defined custom mappings as it might negatively impact performance.

Checkbox false


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