SECTIONSMigrating from the Order and Inventory Management Direct for Avalara to Core
Starting with Winter 2023, most of the functionality available in the Order and Inventory Management Direct for Avalara extension package is also available in Order and Inventory Management.
The following features are currently not available in Order and Inventory Management:
- Defining a list of nexus regions. Instead, you can define more sophisticated eligibility criteria. For more information, see OIM Tax Calculation Settings Fields.
- Automatically marking tax as "Committed" for invoices and AP vouchers when tax is committed for the related sales or payable invoices in Accounting. If you use the Order and Inventory Management – FinancialForce Connector, you must manually set the External Tax Status field to "Committed" for invoices, credit invoices, AP vouchers, and AP voucher credits.
Perform the following tasks to migrate from the Order and Inventory Management Direct for Avalara package to using the features available in Order and Inventory Management.
|
Step |
Task |
Related Help Topic |
|---|---|---|
| 1 |
Perform step 4 in the Tax Calculation Using Avalara feature in the Feature Console. This creates an unmanaged permission set that you must assign to yourself. The permission set enables you to configure the connector in Order and Inventory Management. |
Enabling the Tax Calculation Using Avalara Feature |
| 2 | Copy the relevant configuration settings from the OIM Direct for Avalara Settings page to their equivalents on the Tax Calculation Settings page. | Copying OIM Direct for Avalara Settings to Tax Calculation Settings |
| 3 | Disable the old connector. | Disabling the Order and Inventory Management Direct for Avalara |
| 4 | Perform the remaining relevant steps in the Tax Calculation Using Avalara feature in the Feature Console. | Enabling the Tax Calculation Using Avalara Feature |
| 5 | Assign the required permission sets to the relevant users. | Manually Assigning Permission Sets |
| 6 | Migrate Avalara tax mapping records to AvaTax code to product group mapping records. | Migrating Avalara Tax Codes to AvaTax Code to Product Group Mappings |