Sales Order/Sales Quote Mapping
- Scott Zhuo
- Patricia Zhuo
AvaTax Request Mappings
Sales Order | AvaTax | Required |
|---|---|---|
Id | Code |
|
GFERP__Sell_to_Customer__r.Is_Seller_Importer_Of_Record__c | isSellerImporterOfRecord |
|
GFERP__Sell_to_Customer__r.AVA_MAPPER__Exemption_Number__c | exemptionNo |
|
GFERP__Sell_to_Customer__r.AVA_MAPPER__Business_Identification_Number__c | businessIdentificationNo |
|
GFAVA__Entity_Use_Code_to_Use__c with formual: GFAVA__Entity_Use_Code_Override__r.Name if it is not blank, or use GFERP__Sell_to_Customer__r.AVA_MAPPER__Entity_Use_code__r.Name | customerUsageType | yes |
Account.AccountNumber | customerCode | yes |
GFERP__Shipping_Street__c | ShipTo Line1 | yes |
GFERP__Shipping_City__c | ShipTo City | yes |
GFERP__Shipping_State__c | ShipTo Region | yes |
GFERP__Shipping_Postal_Code__c | ShipTo PostalCode | yes |
GFERP__Shipping_Country__c | ShipTo Country | yes |
GFERP__Warehouse__r.GFERP__Street__c | ShipFrom Line1 | yes |
GFERP__Warehouse__r.GFERP__City__c | ShipFrom City | yes |
GFERP__Warehouse__r.GFERP__State__c | ShipFrom Region | yes |
GFERP__Warehouse__r.GFERP__Postal_Code__c | ShipFrom PostalCode | yes |
GFERP__Warehouse__r.GFERP__Country__c | ShipFrom Country | yes |
Quote Date for Sales Quote or Order Date for Sales Order | documentDate | yes |
To prevent the transaction from appearing in the Avalara portal and minimize confusion, the documentType must be set to SalesOrder.
For companies that want Sales Orders to appear in the Customer Portal, we can instead send the documentType as SalesInvoice with commitFlag = false. Please note that this is not out of box and requires customization.
AvaTax | Sales Order |
|
|---|---|---|
totalTax | Sales_Tax__c | From Avalara |
AVA_SFCLOUD.GetAvaTaxDocStatus | AvaTax_Doc_Status__c | Hard code to “Calculated” |
AVA_SFCLOUD.GetAvaTaxMessage | AvaTax_Message__c | From Avalra |
AVA_SFCLOUD.GetInvoiceMessage | Invoice_Message__c | Not used |
| Tax Calculated Date/Time | Current Date/Time |
| Tax Calculated | Yes |