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 Name	Field Label	Created in Version	Description	Type	Default 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