Customer Quotation Fields

Here is a description of the fields and buttons added to the Customer Quotation object when the Order and Inventory Management Direct for Avalara is installed.

Key: S - Included in the core Order and Inventory Management package; D – In a previous release, the field existed in the Order and Inventory Management Direct for Avalara, that version of the field has is no longer used and has been prefixed with the word deprecated.

Fields Added by the Order and Inventory Management Direct for Avalara to the Customer Quotation Object

Field			Description
Avalara Location Code			This field is a value assigned by some state jurisdictions that identifies a particular store location. These states may require tax liabilities to be broken out separately for each store location.
Override Bill To Account	S		Enables you to select an Account to be billed when the Customer Account is not to be billed for this customer quotation. If you enter an account in this field, tax is calculated if this account is not tax exempt.
Override Bill to Account Address	S		Enables you to select a Customer Address associated with the Override Bill to Account to be used as the billing address instead of the default.
Override Bill to Address	S	D	By default, the Bill To address is set from the customer account to which the customer quotation relates. Enables you to select an alternative bill to address associated with the account to which the customer quotation relates.
Override Ship to Address	S	D	By default, the Ship To address is set from the customer account to which the customer quotation relates. Enables you to select an alternative ship to address associated with the account to which the customer quotation relates.
Ownership Code	S	D	The project or ownership code to which the quote is to be associated.
Tax Message			Displays warnings or error messages from Avalara AvaTax that occurred the last time it ran for this customer quotation.
Total Tax			Total amount of tax payable on the customer quotation.
Valid Prospect Address			Indicates whether the prospect address has been successfully validated against the address database in Avalara AvaTax.
Prospect VAT ID			The value added tax identification number for the prospect company.

Customer Quotation Line

Here is a description of the fields on the Customer Quotation Line object used with the Order and Inventory Management Direct for Avalara.

Fields Added by the Order and Inventory Management Direct for Avalara to the Customer Quotation Line Object

Field	Description
Override Avalara Tax Code	The tax code that is used to override the original Avalara mapped tax code.
Ship-to Street	Ship-to address to be used to calculate tax for this customer quotation line. When you calculate tax for the customer quotation, tax is calculated for this line using this address if it has been validated against the Avalara AvaTax address database. If you do not enter a Ship-to Address on a customer quotation line, the address on the customer quotation is used to calculate tax for that line.
Ship-to Street 2
Ship-to City
Ship-to State / Province
Ship-to Zip / Postal Code
Tax	Total tax for the line.
Tax Amount 1-7	Tax amount applied for the tax rate.
Tax Code	Tax code that was sent to Avalara AvaTax to calculate tax. This is selected using your Avalara tax mappings when you calculate tax. For further information, see Mapping Item Types and Product Groups to Tax Codes and Avalara Tax Mapping Fields.
Tax Description 1-7	Description of the tax rate applied. Up to seven tax rates can be applied to the line.
Tax Rate	Total Tax Rate for the line.
Tax Rate 1-7	Tax rate to be applied to the line. Up to seven tax rates can be applied to the line. For instance, a tax rate may be charged for the state, county and city.
Valid Shipping Address	Indicates whether the Ship-to address has been successfully validated against the address database in Avalara AvaTax.

Buttons

Here is a description of the buttons that the Order and Inventory Management Direct for Avalara adds to the Customer Quotation object.

Buttons Added by the Order and Inventory Management Direct for Avalara to the Customer Quotation Object

Button	Description
Calculate Tax	Calls Avalara AvaTax to calculate tax on this document.
Print	Prints the customer quotation with tax information.
Validate Prospect Address	Validates the Prospect address against the address database in Avalara AvaTax.

Buttons Added by the Order and Inventory Management Direct for Avalara to the Customer Quotation Line Object

Button	Description
Validate Address	Validates the Ship-to address information against the address database in Avalara AvaTax.