Sales Order to Avalara Mappings

Here is a description of how fields and values from a sales order are mapped to an Avalara AvaTax transaction.

Note:

When calculating tax for a sales order, transactions are not saved in Avalara AvaTax.

Sales Order to Avalara Transaction Mappings

Avalara Transaction Field

Sales Order Value
Company Code Set to the value of the Company Code field. This is defined on the Tax Calculation Settings page. For more information, see OIM Tax Calculation Settings Fields.
Document Code Set to the value of the Sales Order Number field.
Document Type Set to "Sales Invoice".
Document Date Set to today's date.
Customer Code

Determined as follows:

  • If the Override Billing Account field is populated, the name of the specified account is used.
  • Otherwise, the name of the customer account specified in the Customer Site Sold To field is used.
Discount If the Discount field is greater than zero, its value is used. Otherwise, this is set to zero.
Location Code Set to the value of the Avalara Location Code field.
Entity Use Code

Determined as follows:

  • If the Override Billing Account field is populated, set to the Exemption Certificate field of the account specified in the Override Billing Account field on the sales order.
  • Otherwise, set to the Exemption Certificate field of the account specified in the Customer Site Sold To field on the sales order.
Customer Exempt Number Set to the Tax Exemption Reason field of the account extension record related to the account specified in the Customer Site Sold To field on the sales order.
Customer VAT Number Set to the Tax Registration Number field of the account specified in the Customer Site Sold To field on the sales order.
Currency Set to the name of the currency master record specified in the Currency lookup field.
Ship From

Determined as follows:

  • If the related warehouse contains an address, the address of the warehouse is used.
  • If the related warehouse does not contain an address, the address of the ICP related to the warehouse is used.
  • If a warehouse is not specified, the org address is used.
Ship To

Determined as follows:

  • If the Drop Ship? field is selected for the sales order, the drop ship address of the sales order is used.
  • If the Override Ship to Address is populated on the sales order, the customer address record is used.
  • Otherwise, the shipping address of the customer account specified in the Customer Site Sold To field is used.

Here is a description of how fields and values from a sales order line item are mapped to an Avalara AvaTax transaction line.

Sales Order Line Item to Avalara Transaction Line Mappings

Avalara Transaction Field

Sales Order Line Item Value
Item Code Set to the value of the Item Number ID field.
Item Description Set to the value of the Item Number field of the related item master record.
Quantity Set to the value of the Quantity field.
Total Amount Set to the value of the Ext. Price After Rebate Discounts field.
Avalara Tax Code If the Override Avalara Tax Code field is populated, its value is used. Otherwise, the value of the Avalara Tax Code field is used.
Include Line in Discount Calculations Selected if the Discount of the sales order is greater than zero.
Ship From The Ship From address of the sales order is used.
Ship To The Ship To address of the sales order is used.