Customizing Avalara AvaTax Tax Calculation Mappings

If you have specified that you want to use the FDN Mappings component to define mappings for Avalara tax calculation, you can view or update the mappings from the Manage External Tax Calculation Mappings link on the Billing Central Task Launcher.

Default Mappings

The following mappings are provided by default.

Source Object

Source

Target (Avalara)

Billing Document Company > Code Company Code
Document Number Document Code
Document Date Document Date
Account > Account Extension (first related record) > Tax Exemption Reason Customer Usage Type
Account > Exemption Certificate Exemption Number
Billing Account or Shipping Account
Billing account is used unless a shipping address is specified, when shipping account is used.
Customer Code
Currency ISO Code Currency ISO Code
Company > City, Country, State/Province, Street, Zip/Postal Code Ship From Address
Billing Address or Shipping Address (City, Country, State/Province, Street, Zip/Postal Code)
Billing address is used unless a shipping address is specified.
Ship To Address
Billing Document Line Items Document Line Line Number
Product or Service > Product Code Item Code
Product or Service > Product Extension (first related record) > External Tax Code Tax Code
Shipping Account > Account Extension (first related record) > Tax Exemption Reason Customer Usage Type
Quantity Quantity
Net Value Amount
Description or Product Name
Product name is used unless line description is provided
Description
Company Site > City, Country, State/Province, Street, Zip/Postal Code Ship From Address
Shipping Address (City, Country, State/Province, Street, Zip/Postal Code) Ship To Address

Customizing Mappings

If required, you can customize mappings by adding additional mappings or updating the information sources.

Additional Properties

An additional Create Transaction property is available for custom mappings.

Overriding Properties

You can override managed mappings or add mappings for additional supported properties.

You can add a custom mapping that contains a unique target field, or for child relationship mappings, a unique target field and target child type. If a managed mapping exists with the same information, the custom mapping overrides it.

If an overridden managed mapping contains child mappings, these are rendered obsolete. If the overriding custom mapping is subsequently removed, the managed mapping and its children are automatically reinstated.

Overridden mappings are displayed in the mappings table with the following information appended to the target:

  • (Overridden) indicates that the managed mapping has been overridden by a custom mapping.
  • (Parent Overridden) indicates that a parent of the mapping has been overridden by a custom mapping.

For more information about how to add or customize mappings, see Adding Custom Mappings from the FDN Mappings Component.