Enabling the Tax Calculation Using Avalara Feature

This Feature Console feature updates the default Order and Inventory Management page layouts with the relevant fields and buttons for external tax calculation. It also creates unmanaged permission sets to enable users to perform the relevant actions.

All the feature steps are automatic and optional. This is to enable you to only update the page layouts and create permission sets that are relevant in your org. For example, if you don't plan on calculating tax for purchase orders, skip all the steps related to purchase orders. Similarly, if you don't plan on committing tax for invoices, skip the step for posting, committing, and canceling tax for invoices.

If you use your own page layouts instead of the default page layouts, we recommend that you add the relevant fields to your page layouts. The fields for each object are listed in the relevant feature steps.

For more information about the Feature Console, see Feature Console.

Manually Assigning Permission Sets

Once you enable the feature, you must manually add the newly created permission sets to the relevant users. The table below details the permission sets that are created by enabling this feature. For more information about how to assign permission sets to users, see the Salesforce Help.

Permission Sets

Permission Set

Description
OIM - Calculate Tax for AP Vouchers and AP Voucher Credits Using Avalara

Enables users to:

  • Calculate, post, commit, and cancel tax for AP vouchers and AP voucher credits.
  • View the tax fields on AP vouchers, AP voucher lines, AP voucher credits, and AP voucher line credits.
Note:

If you don't plan on committing tax to Avalara, we recommend that you remove the Post, Commit, and Cancel Tax for AP Vouchers and AP Voucher Credits custom permission from the permission set.
OIM - Calculate Tax for Invoices and Credit Invoices Using Avalara

Enables users to:

  • Calculate, post, commit, and cancel tax for invoices and credit invoices.
  • View the tax fields on invoices, invoice line items, credit invoices, and credit invoice lines.
Note:

If you don't plan on committing tax to Avalara, we recommend that you remove the Post, Commit, and Cancel Tax for Invoices and Credit Invoices custom permission from the permission set.
OIM - Calculate Tax for Customer Quotations Using Avalara

Enables users to:

  • Calculate tax for customer quotations.
  • Validate the prospect address of a customer quotation.
  • View the tax fields on customer quotations and customer quotation lines.
OIM - Calculate Tax for Sales Orders Using Avalara

Enables users to:

  • Calculate tax for sales orders.
  • Validate the drop ship address of a sales order.
  • View the tax fields on sales orders and sales order line items.
OIM - Calculate Tax for Purchase Orders Using Avalara

Enables users to:

  • Calculate tax for purchase orders.
  • Validate the drop ship address of a purchase order.
  • View the tax fields on purchase orders and purchase order line items.
OIM - Manage External Tax Calculation Using Avalara

Enables users to:

  • Configure Order and Inventory Management settings on the Tax Calculation Settings page.
  • Validate the org address.
  • Create AvaTax code to product group mappings.
OIM - Validate Address, Customer Address, and Supplier Site Address in Avalara

Enables user to validate the following:

  • Address records
  • Customer address records
  • The mailing address of supplier sites

In addition to the permissions sets above, the user must be assigned the relevant Order and Inventory Management managed permission sets or permission set groups. For more information, see Permission Sets and Other Technical Documentation.