Account Fields

Here is a description of the fields and buttons added to the Salesforce Account object when the Order and Inventory Management Direct for Avalara is installed. For more information about the fields and buttons included in Order and Inventory Management, see Account Fields.

Fields Added by the Order and Inventory Management Direct for Avalara to the Account Object
Field Description
Valid Billing Address Indicates whether the Billing Address has been validated successfully against the addresses in Avalara AvaTax.
Valid Shipping Address Indicates whether the Shipping Address has been validated successfully against the addresses in Avalara AvaTax.
Valid Corporate Address Indicates whether the Corporate Address has been validated successfully against the addresses in Avalara AvaTax.
Tax Exempt Number When you are not required to collect tax for the account, you can enter the tax exemption number, however we recommend that you use the tax exemption features of Avalara.
Avalara Use Code When the account is not liable for use tax, indicates the exemption status of transactions based on the exemption tax rules for the jurisdictions to which this account relates.
Avalara Customer Code Customer code to use for the account in Avalara. This allows you to use a different account name to that specified in Avalara. If you do not enter a value, the Salesforce account name must match the account name in Avalara.
VAT ID The value added tax identification number for this account.

Buttons

Buttons Added by the Order and Inventory Management Direct for Avalara to the Account Object
Button Description
Validate Addresses Validates the addresses in the Billing Address, Shipping Address and Corporate Address fields in Avalara AvaTax.