If you have specified that you want to use the FDN Mappings component to define mappings for Avalara tax calculation, you can view or update the mappings from the following tabs:
- Payable Credit Note Tax Mappings
- Payable Invoice Tax Mappings
- Sales Credit Note Tax Mappings
- Sales Invoice Tax Mappings
Prerequisites
To use the FDN mappings component:
- Ensure you are set up to use external tax calculation and are using the FDN Tax Connector.
For more information, see Setting up External Tax Calculation. - Ensure you have the appropriate Accounting permission sets to access the mappings tabs:
- For payable invoices and payable credit notes mappings: Accounting and Billing - Tax Code - Calculate Tax for Accounts Payable
- For sales invoices and sales credit notes mappings: Accounting and Billing - Tax Code - Calculate Tax for Accounts Receivable
- Ensure you have the appropriate permission sets to customize mappings.
For more information about the permissions required, see Adding Custom Mappings from the FDN Mappings Component. - Specify that you want to use customizable mappings:
- Navigate to the Tax Calculation Settings tab.
- In the Accounting Settings section, select the Use Mappings Component for External Tax checkbox.
- Click Save.
Default Mappings
The following mappings are provided by default.
Sales Invoice Tax Mappings
| Source Object | Source | Target (Avalara) |
|---|---|---|
| Sales Invoice |
Account > Tax Registration Number
|
Business Identifier |
|
External Tax Document Code or Invoice Number If the external tax document code is blank, a default value is sent based on the record name. |
Document Code | |
|
Customer Reference
|
Purchase Order Number | |
|
Account > Account Name or Account Number Account number is sent when Avalara Tax Calls Use Account Number is selected in Accounting Settings custom settings. If account name is sent, a maximum of 50 characters is sent. |
Customer Code | |
|
Account > Entity/Use Code If the account's sales tax status is "Exempt" or "Exempt for Qualifying Products", the entity/use code is sent. |
Customer Usage Type | |
|
Company > External Tax Company Code
|
Company Code | |
|
Invoice Date
|
Document Date | |
|
Invoice Currency > ISO Code
|
Currency ISO Code | |
|
The value represents the type of document. |
Type | |
|
Account > Exemption Certificate If the account's Sales Tax Status is "Exempt" or "Exempt for Qualifying Products", the exemption certificate number is sent. |
Exemption Number | |
|
The name of the source product: FinancialForce.com Accounting |
Client Name | |
|
The product version, for example, for Spring 2023, the version sent is 2023.2. |
Client Version | |
|
The value sent represents the Record Full Tax Details checkbox status on the External Tax Calculation Settings tab. If selected, the value sent indicates that you want Avalara to return jurisdiction level tax details. If deselected, the value indicates that you want line level tax details. For more information, see Recording Full Tax Details. |
Details to Include | |
|
Company address
|
Ship From Address | |
|
Billing address is used unless a shipping address is specified.
|
Ship To Address | |
| Sales Invoice Line Item | Sales Invoice Line Item | Lines |
|
Line Number |
Line Number | |
|
Product > Product Code |
Item Code | |
| Product > External Tax Code | Tax Code | |
| Quantity | Quantity | |
| Net Value | Amount | |
|
Line Description or Product > Product Name
|
Description |
Sales Credit Note Tax Mappings
| Source Object | Source | Target (Avalara) |
|---|---|---|
| Sales Credit Note |
Account > Tax Registration Number |
Business Identifier |
| Invoice > Invoice Date or Invoice Date | Tax Date | |
|
Customer Reference |
Purchase Order Number | |
|
Account > Account Name or Account Number Account number is sent when Avalara Tax Calls Use Account Number is selected in Accounting Settings custom settings. If account name is sent, a maximum of 50 characters is sent. |
Customer Code | |
|
Account > Entity/Use Code If the account's sales tax status is "Exempt" or "Exempt for Qualifying Products", the entity/use code is sent. |
Customer Usage Type | |
|
Company > External Tax Company Code |
Company Code | |
| Credit Note Date | Document Date | |
|
Credit Note Currency > ISO Code |
Currency ISO Code | |
|
Account > Exemption Certificate If the account's Sales Tax Status is "Exempt" or "Exempt for Qualifying Products", the exemption certificate number is sent. |
Exemption Number | |
|
The name of the source product: FinancialForce.com Accounting |
Client Name | |
| The product version, for example, for Spring 2023, the version sent is 2023.2. | Client Version | |
|
The value sent represents the Record Full Tax Details checkbox status on the External Tax Calculation Settings tab. If selected, the value sent indicates that you want Avalara to return jurisdiction level tax details. If deselected, the value indicates that you want line level tax details. For more information, see Recording Full Tax Details. |
Details to Include | |
|
External Tax Document Code or Credit Note Number If the external tax document code is blank, a default value is sent based on the record name. |
Document Code | |
|
Company address |
Ship From Address | |
|
Billing address is used unless a shipping address is specified. |
Ship To Address | |
| Sales Credit Note Line Item | Sales Credit Note Line Item | Lines |
|
Line Number |
Line Number | |
|
Product > Product Code
|
Item Code | |
| Product > External Tax Code | Tax Code | |
| Quantity | Quantity | |
| Net Value | Amount | |
| Line Description or Product > Product Name | Description |
Payable Invoice Tax Mappings
| Source Object | Source | Target (Avalara) |
|---|---|---|
| Payable Invoice |
Account > Tax Registration Number |
Business Identifier |
|
External Tax Document Code or Payable Invoice Number If the external tax document code is blank, a default value is sent based on the record name. |
Document Code | |
|
Account > Account Name or Account Number Account number is sent when Avalara Tax Calls Use Account Number is selected in Accounting Settings custom settings. If account name is sent, a maximum of 50 characters is sent. |
Customer Code | |
|
Account > Entity/Use Code If the account's sales tax status is "Exempt" or "Exempt for Qualifying Products", the entity/use code is sent. |
Customer Usage Type | |
|
Company > External Tax Company Code |
Company Code | |
| Invoice Date | Document Date | |
| Invoice Currency > ISO Code | Currency ISO Code | |
| The value represents the type of document. | Type | |
|
Account > Exemption Certificate If the account's Sales Tax Status is "Exempt" or "Exempt for Qualifying Products", the exemption certificate number is sent. |
Exemption Number | |
|
The name of the source product: FinancialForce.com Accounting |
Client Name | |
| The product version, for example, for Spring 2023, the version sent is 2023.2. | Client Version | |
|
The value sent represents the Record Full Tax Details checkbox status on the External Tax Calculation Settings tab. If selected, the value sent indicates that you want Avalara to return jurisdiction level tax details. If deselected, the value indicates that you want line level tax details. For more information, see Recording Full Tax Details. |
Details to Include | |
|
Company address |
Ship From Address | |
|
Billing address is used unless a shipping address is specified. |
Ship To Address | |
| Payable Invoice Line Item | Payable Invoice Line Item | Lines |
|
Line Number |
Line Number | |
|
Product > Product Code |
Item Code | |
| Quantity | Quantity | |
| Product > External Tax Code | Tax Code | |
|
Net Value (Negative Value) |
Amount | |
|
Line Description or Product > Product Name |
Description | |
| Payable Invoice Expense Line Item | Payable Invoice Expense Line Item | Lines |
|
Static value: 1.0 |
Quantity | |
|
Line Number |
Line Number | |
|
Line Description If the line description is blank, the static value ExpenseType is sent. |
Description | |
|
Static value: ExpenseType |
Item Code | |
|
Net Value (Negative Value) |
Amount |
Payable Credit Note Tax Mappings
| Source Object | Source | Target (Avalara) |
|---|---|---|
| Payable Credit Note |
Account > Tax Registration Number |
Business Identifier |
|
External Tax Document Code or Credit Note Number If the external tax document code is blank, a default value is sent based on the record name. |
Document Code | |
|
Account > Account Name or Account Number Account number is sent when Avalara Tax Calls Use Account Number is selected in Accounting Settings custom settings. If account name is sent, a maximum of 50 characters is sent. |
Customer Code | |
|
Account > Entity/Use Code If the account's sales tax status is "Exempt" or "Exempt for Qualifying Products", the entity/use code is sent. |
Customer Usage Type | |
|
Company > External Tax Company Code |
Company Code | |
|
Credit Note Date |
Document Date | |
|
Credit Note Currency > ISO Code |
Currency ISO Code | |
|
The value represents the type of document. |
Type | |
|
Account > Exemption Certificate If the account's Sales Tax Status is "Exempt" or "Exempt for Qualifying Products", the exemption certificate number is sent. |
Exemption Number | |
|
The name of the source product: FinancialForce.com Accounting |
Client Name | |
|
The product version, for example, for Spring 2023, the version sent is 2023.2.
|
Client Version | |
|
The value sent represents the Record Full Tax Details checkbox status on the External Tax Calculation Settings tab. If selected, the value sent indicates that you want Avalara to return jurisdiction level tax details. If deselected, the value indicates that you want line level tax details. For more information, see Recording Full Tax Details. |
Details to Include | |
|
Company address |
Ship From Address | |
|
Billing address is used unless a shipping address is specified. |
Ship To Address | |
| Payable Credit Note Line Item | Payable Credit Note Line Item | Lines |
|
Line Number |
Line Number | |
|
Product > Product Code |
Item Code | |
| Quantity | Quantity | |
|
Product > External Tax Code
|
Tax Code | |
|
Net Value |
Amount | |
| Line Description or Product > Product Name | Description | |
| Payable Credit Note Expense Line Item |
Payable Credit Note Expense Line Item |
Lines |
|
Static value: 1.0 |
Quantity | |
|
Line Number |
Line Number | |
|
Line Description If the line description is blank, the static value ExpenseType is sent. |
Description | |
|
Static value: ExpenseType |
Item Code | |
| Net Value | Amount |
Customizing Mappings
If required, you can customize mappings by updating the information sources.
Overriding Properties
You can add a custom mapping that contains a unique target field, or for child relationship mappings, a unique target field and target child type. If a managed mapping exists with the same information, the custom mapping overrides it.
If an overridden managed mapping contains child mappings, these are rendered obsolete. If the overriding custom mapping is subsequently removed, the managed mapping and its children are automatically reinstated.
Overridden mappings are displayed in the mappings table with the following information appended to the target:
- (Overridden) indicates that the managed mapping has been overridden by a custom mapping.
- (Parent Overridden) indicates that a parent of the mapping has been overridden by a custom mapping.
For more information about how to add or customize mappings, see Adding Custom Mappings from the FDN Mappings Component.
Considerations when Overriding Properties
We recommend that you do not override the following mappings as they contain additional logic:
- Details to Include
- Type
- Line Number on lines or expense lines
- Exemption Number, unless you also override Purchase Order Number on the related relationship
- Lines (relationship-level object mappings)
When overriding addresses, we recommend that you only override with text fields, rather than picklist fields.
When overriding negative net value mappings, ensure your source field contains a negative value.