Address validation and tax calculation are the two functionalities we have added in our custom plug-in of Microsoft Dynamics CRM. We used Avalara Avatax API services for address validation and tax calculation.
Address validation is used to confirm the data or address of the customer by calculating rate for that address. Address can be found in entities like Contacts, Accounts, Quotes, Invoice and Sales Order.
Download and Import MYAvalara Solution
Enter Valid details and click on submit for free Register.
Under MY Avalara click on Configure Avalara to configure this solution. You should have a Production/Development Account of Avalara.
Enter License, Account number, Develeopment/Production URL and company code which you can get from Avalara Admin console. Also enter valid origin address this will be the origin address for the orders.
Assign the registration to the system user.
Only selected user can use the Solution. In this way Admin can control which person can use the solution.
Path to Configuration Product for Tax calculation.
Select or create Taxcode for this product. And Choose if you want to include Discount in this Product.
Enter Name and Code for that TaxCode. You can find the System Taxcodes from AvaTax_Pro_Toolkit which you can download from Avalara website.
Path to Configuration Account for Tax calculation.
Select or Create new UseCode/CustomerUsageType, ExemptionCode, Currency. And also enters Buyers VAT Id for Global Customer.
Create new UseCode/CustomerUsageType by entering name and codes in new UseCode window. Available UseCodes/CustomerUsageType are shown below.
A - Federal Government
B - State/Local Govt
C - Tribal Government
D - Foreign Diplomat
E - Charitable Organization
F - Religious/Education
G - Resale
H - Agricultural Production
I - Industrial Prod/Mfg
J - Direct Pay Permit
K - Direct Mail
L - Other
N - Local Government
P - Commercial Aquaculture (Canada)
Q - Commercial Fishery (Canada)
R - Non-resident (Canada)
MED1 - US MDET with exempt sales tax
Create new Exemption Code by entering ExemptionCode in new ExemptionCode window.
Create new Currency by entering Currency Name and ISO Currency Code.
User can enter the discount if there is any and this discount will be applied to only that product on which we have enable. Calculate the tax on quotes depend upon Billing or shipping address. It will not create a transaction into Avalara, Transaction will be created only on Invoice.
NOTE Customer should be Account not Contact for calculating Tax because we have configured Account for calculating tax.
Click on validate Address to validate the address with in US.
Check the checkbox if user want to inculde the calculated tax from Avalara into the CRM. Otherwise uncheck it, by default it will be checked. After Tax calculation Tax detail will be listed as above.
For creating Transaction in Avalara calculate tax on Invoice.
If the Checkbox is checked Transaction will be Commited in Avalara. By default it will be checked.
Tax Calculated and DocumentName will be displayed as above.
Recently Created Document In Avalara Admin Console.
Document Detail in Avalara Admin Console.
Document Name of Avalara will be Logged back into that Invoice in CRM.
User can Cancel/Void the Transaction later if needed from the pop-up window or from the Invoice ribbon.
Transaction have been voided into Avalara Admin Console after clicking Cancel Transaction