OIM Tax Calculation Settings Fields

Here is a description of the fields and buttons available in the OIM Tax Calculation Settings Lightning component.

This component is available by default on the Tax Calculation Settings page. For more information, see Configuring Order and Inventory Management Settings on the Tax Calculation Settings Page. You can also add the component to any Lightning app page.

General Settings

Key: * – Mandatory field

OIM Tax Calculation Settings Fields

Field

 

Description
Company Code   The code that represents your company in Avalara. This is used when calculating tax for all document types.
Address Validation Country Code Filter  

Comma-separated list of countries that you can validate addresses for.

The Avalara AvaTax address validation service only works with addresses in the United States and Canada. If you leave this field blank, when a user tries to validate an address, the connector calls the Avalara service. If the address is outside the US or Canada, Avalara always returns an error. You can avoid unnecessary calls to Avalara by providing a list of countries that you want the addresses to be validated for.

If your organization operates in both the US and Canada, we recommend entering the following value: United States,United States of America,US,USA,America,Canada,CA.
Posting Tax to Avalara Optional  

When selected, users are not required to post tax to Avalara AvaTax before committing it. This might be useful if you don't require a complex approval process.

When deselected, tax must be posted to Avalara AvaTax before it can be committed. This might be useful if you require a complex approval process. For example, one user might calculate tax, another user might verify that the tax is correct and then post it, and a third user might finalize the tax by committing it to Avalara.

This is deselected by default.
Use Custom Tax Breakdown Mappings  

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. You can define the custom mappings by clicking on the Manage Tax Breakdown Mappings button.

This is deselected by default.

Customer Quotation Settings

The Customer Quotation section enables you to define the settings specific to the Customer Quotation object.

Key: * – Mandatory field

Customer Quotation Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the Customer Quotation object used to determine whether a customer quotation is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for customer quotations. The following options are available:

  • "Disabled"
  • "When Printing the Customer Quotation"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the Customer Quotation object used to determine whether tax will be calculated automatically for a customer quotation as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

Sales Order Settings

The Sales Order section enables you to define the settings specific to the Sales Order object.

Key: * – Mandatory field

Sales Order Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the Sales Order object used to determine whether a sales order is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for sales orders. The following options are available:

  • "Disabled"
  • "When Approving the Sales Order"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the Sales Order object used to determine whether tax will be calculated automatically for a sales order as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

Invoice Settings

The Invoice section enables you to define the settings specific to the Invoicing and Invoice Line Item objects.

Key: * – Mandatory field

Invoice Settings

Field

 

Description
Tax Code for Freight Invoice Lines   The Avalara tax code used for invoice line items of type "Freight". If you specify a value, it is automatically copied to the freight invoice line items when calculating tax for the invoice. The tax code can increase the precision when calculating tax.
Tax Code for Miscellaneous Invoice Lines   The Avalara tax code used for invoice line items of type "Miscellaneous". If you specify a value, it is automatically copied to the freight invoice line items when calculating tax for the invoice. The tax code can increase the precision when calculating tax.
Additional Eligibility Criteria Field  

The field on the Invoicing object used to determine whether an invoice is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for invoices. The following options are available:

  • "Disabled"
  • "When Completing the Shipment Related to the Invoice"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the Invoicing object used to determine whether tax will be calculated automatically for an invoice as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Commit Criteria Field  

The field on the Invoicing object used to determine whether tax will be automatically committed to Avalara for an invoice as soon as it becomes eligible.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

Credit Invoice Settings

The Credit Invoice section enables you to define the settings specific to the Credit Invoice object.

Key: * – Mandatory field

Credit Invoice Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the Credit Invoice object used to determine whether a credit invoice is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for credit invoices. The following options are available:

  • "Disabled"
  • "When Crediting or Voiding the Invoice"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the Credit Invoice object used to determine whether tax will be calculated automatically for a credit invoice as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Commit Criteria Field  

The field on the Credit Invoice object used to determine whether tax will be automatically committed to Avalara for a credit invoice as soon as it becomes eligible.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

Purchase Order Settings

The Purchase Order section enables you to define the settings specific to the Purchase Order object.

Key: * – Mandatory field

Purchase Order Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the Purchase Order object used to determine whether a purchase order is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for purchase orders. The following options are available:

  • "Disabled"
  • "When Approving the Purchase Order"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the Purchase Order object used to determine whether tax will be calculated automatically for a purchase order as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

AP Voucher Settings

The AP Voucher section enables you to define the settings specific to the AP Voucher object.

Key: * – Mandatory field

AP Voucher Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the AP Voucher object used to determine whether an AP voucher is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for AP vouchers. The following options are available:

  • "Disabled"
  • "When Matching the AP Voucher"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the AP Voucher object used to determine whether tax will be calculated automatically for an AP voucher as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Commit Criteria Field  

The field on the AP Voucher object used to determine whether tax will be automatically committed to Avalara for an AP voucher as soon as it becomes eligible.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

AP Voucher Credit Settings

The AP Voucher Credit section enables you to define the settings specific to the AP Voucher Credit object.

Key: * – Mandatory field

AP Voucher Credit Settings

Field

 

Description
Additional Eligibility Criteria Field  

The field on the AP Voucher Credit object used to determine whether an AP voucher credit is eligible for tax calculation. These criteria are applied alongside the default criteria.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Tax Calculation  

Determines whether tax is calculated automatically for AP voucher credits. The following options are available:

  • "Disabled"
  • "When Crediting or Voiding the AP Voucher"
  • "Custom Criteria"

For more information, see Automating Tax Calculation using Avalara AvaTax.
Custom Criteria Field *

The field on the AP Voucher Credit object used to determine whether tax will be calculated automatically for an AP voucher credit as soon as it becomes eligible.

Notes:
  • This setting is only visible when "Customer Criteria" is selected in the Automatic Tax Calculation field.
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.
Automatic Commit Criteria Field  

The field on the AP Voucher Credit object used to determine whether tax will be automatically committed to Avalara for an AP voucher credit as soon as it becomes eligible.

Notes:
  • The field must be a checkbox or a formula checkbox field.
  • You must have access to the field in order to see it in the drop-down menu.

Buttons

OIM Tax Calculation Settings Buttons
Button Description
Manage Tax Breakdown Mappings

Opens the OIM Avalara Tax Breakdown Mappings page that enables you to define custom tax breakdown mappings for each line-level object. The mappings are only used when the Use Custom Tax Breakdown Mappings field is selected.

For more information, see Customizing Tax Breakdown Mappings for OIM Line Objects.
Validate Org Address

Validates the org address in Avalara AvaTax. For more information, see Validating the Org Address in Avalara.
Save Saves the changes that you have made to the fields in the Order and Inventory Management Settings section.