AP Voucher to Avalara AvaTax Mappings

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

Note:

When you calculate tax for an AP voucher, an uncommitted transaction is created in Avalara AvaTax. When you recalculate tax for an AP voucher, the existing transaction is replaced by a new one. The ID of the transaction is stored in the External Tax Transaction ID field on the AP voucher.

AP Voucher to Avalara Transaction Mappings

Avalara Transaction Field

AP Voucher 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 name of the AP voucher.
Document Type Set to "Purchase Invoice".
Document Date Set to today's date.
Vendor Code If the Account field is populated for the supplier site related to the AP voucher, the name of the specified account is used. Otherwise, the name of the supplier site is used.
Discount Set to zero.
Currency Set to the name of the currency master record specified for the related purchase order.
Ship From Set to the mailing address of the related supplier site.
Ship To

Determined from the related purchase order as follows:

  • If the Drop Ship field is selected for the purchase order, the drop ship address of the purchase order is used.
  • If the Override Ship to Address is populated on the purchase order, the customer address record is used.
  • If the Procured for field is populated on the purchase order, the shipping address of the customer account is used.
  • If the Ship to Warehouse field is populated on the purchase order, the address of the warehouse is used.

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

Note:

AP voucher lines with a quantity of zero and lines of type "Tax" are not sent to Avalara.

AP Voucher Line to Avalara Transaction Line Mappings

Avalara Transaction Field

AP Voucher Line Value
Item Code Set to the name of the AP voucher line.
Item Description Set to the description of the related item master record.
Quantity Set to the value of the Quantity Vouchered field.
Total Amount Set to the value of the Extended Price field.
Avalara Tax Code If the Override Avalara Tax Code field is populated, its value is used. Otherwise, the value of the Tax Code field is used.
Include Line in Discount Calculations This is deselected.
Customer Exemption Type Set to the value of the Use Code field on the AP voucher line.
Ship From The same Ship From address that is used for the AP voucher is used.
Ship To

Determined from the related purchase order line item as follows:

  • If the Drop Ship field is selected for the purchase order line item, the drop ship address of the purchase order line item is used.
  • If the Ship to Warehouse field is populated on the purchase order line item, the address of the warehouse is used.
  • Otherwise, the same Ship To address that is used for the AP voucher is used.