Customer Quotation to Avalara Mappings

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

Note:

When calculating tax for a customer quotation, transactions are not saved in Avalara AvaTax.

Customer Quotation to Avalara Transaction Mappings

Avalara Transaction Field

Customer Quotation 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 Quote Number field.
Document Type Set to "Sales Invoice".
Document Date Set to today's date.
Customer Code

Determined as follows:

  • If the Override Bill to Account field is populated, the name of the specified account is used.
  • If the Customer Account field is populated, the name of the customer account is used.
  • If the Prospect Company field is populated, its value is used.
Discount If the Total Price Discount field is greater than zero, its value is used. Otherwise, this is set to zero.
Entity Use Code

Determined as follows:

  • If the Override Ship to Address field is populated, the Tax Exemption Reason field of the account extension record related to the account specified in the Customer Account field is used.
  • If the Customer Account field is populated, the Tax Exemption Reason field of the account extension record related to the customer account is used.
Customer Exempt Number

Determined as follows:

  • If the Override Ship to Address field is populated, the Tax Exemption Reason field of the account extension record related to the account specified in the Customer Account field is used.
  • If the Customer Account field is populated, the Tax Exemption Reason field of the account extension record related to the customer account is used.
Customer VAT Number

Determined as follows:

  • If the Override Ship to Address field is populated, the Tax Registration Number field of the account specified in the Customer Account field is used.
  • If the Customer Account field is populated, the Tax Registration Number field of the customer account is used.
  • If the Prospect Tax Registration Number field is populated, its value is used.
Currency Set to the name of the currency master record specified in the Currency lookup field.
Ship From

Determined as follows:

  • If the account specified in the Customer Account field on the customer quotation contains a warehouse with an address, the address of the warehouse is used.
  • If the account specified in the Customer Account field on the customer quotation contains a warehouse without an address, the address of the ICP linked to the warehouse is used.
  • If the account specified in the Customer Account field on the customer quotation does not contain a warehouse, the org address is used.
  • If an account is not specified in the Customer Account field on the customer quotation, the org address is used.
Ship To

Determined as follows:

  • If the Override Ship to Address field is populated on the customer quotation, the customer address record is used.
  • If the Customer Account field is populated on the customer quotation, the shipping address of the customer account is used.
  • If the prospect address fields are populated on the customer quotation, the address of the prospect is used.

Here is a description of how fields and values from a customer quotation line are mapped to an Avalara AvaTax transaction line.

Customer Quotation Line to Avalara Transaction Line Mappings

Avalara Transaction Field

Customer Quotation Line Value
Item Code Set to the value of the Line Number field.
Item Description

If the Item Number field is populated, this is set to the value of the Item Number field of the related item master record. Otherwise, this is set to the value of the Item Quote Description field.
Quantity Set to the value of the Quantity field.
Total Amount Set to the value of the Customer Total Price 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 Total Price Discount of the customer quotation is greater than zero.
Ship From The Ship From address of the customer quotation is used.
Ship To If the Ship-to address fields are populated on the customer quotation line, their values are used. Otherwise, the Ship To address of the customer quotation is used.