FinancialForce Enterprise Resource Planning (ERP) and FinancialForce Billing Central add a number of fields and buttons to the Salesforce Account object.
Here is a description of the fields that ERP adds to the Salesforce Account object.
Key: * – Mandatory field; R – Read-only in all contexts
|
Field Name |
|
Description |
|---|---|---|
|
Billing Address Validated |
R |
Indicates whether the Billing Address has been validated successfully against the addresses in Avalara Avatax. |
|
Exemption Certificate |
|
Tax exemption certificate for the account. If you enter a value, all documents associated with this account are treated as tax exempt when you calculate tax using Avalara Avatax. Use this field only when you are not required to collect tax for the account and your finance team tracks and verifies tax exemption certificates manually. |
|
Shipping Address Validated |
R |
Indicates whether the Shipping Address has been validated successfully against the addresses in Avalara Avatax. |
|
Validated Billing Street |
R |
Validated billing address in Avalara Avatax. |
|
Validated Billing City |
||
|
Validated Billing State / Province |
||
|
Validated Billing Zip / Postal Code |
||
|
Validated Billing Country |
||
|
Validated Shipping Street |
R |
Validated shipping address in Avalara Avatax. |
|
Validated Shipping City |
||
|
Validated Shipping State / Province |
||
|
Validated Shipping Zip / Postal Code |
||
|
Validated Shipping Country |
|
Button Name |
Description |
|---|---|
|
Validate Billing Address |
Validates the billing address fields in Avalara Avatax. |
|
Validate Shipping Address |
Validates the shipping address fields in Avalara Avatax. |
Here is a description of the fields FinancialForce Billing Central adds to the Salesforce Account object.
Key: * – Mandatory field; R – Read-only in all contexts
|
Field Name |
|
Description |
|---|---|---|
| Billing Account | Parent account to which this account relates. For instance, this might be the head office account that you want to send all your bills to. If you enter a Billing Account, the billing address of the Billing Account appears on invoice billing documents for this account. |