Vertex / Avalara Tax Calculation Trace
Utilities Menu -> Taxing -> Vertex Tax Calculation Trace / Avalara Tax Calculation Trace
This utility can be used to view the document input details in XML format, that Texada SRM sends to Vertex or to Avalara, and also the taxing information that Vertex Software or Avalara Software calculates and returns to SRM for billing.
It is only visible on the menu tree when the Vertex or Avalara tax method has been setup with connection information and activated in the Company Taxing Parameters.
The two XML traces can be triggered by a specific document or by defining customer/division/amount values, and optionally printed as required.
This utility can be accessed from the Utilities menu for Taxing.
The prompts are:
DOCUMENT TEST
Enter the document number in the corresponding document type field.
A trace can be triggered by Contract, Reservation, Invoice, Estimate, Work Order, Sales Order, Rental Quote, or Sales Quote.
Windows are provided to search for and select the relevant document.
CUSTOMER TEST
This field can be used to test the third party tax calculations by Customer/Division/Amount, without requiring an existing document.
Windows are provided to search for and select the Customer/Division/Amount values.
Trace Paging Screens:
1.Document Request - provides the document details in a Vertex or Avalara Envelope, being output from SRM to Vertex or Avalara.
The option to Quit out of the screen or to Print the XML data is provided.
2.Vertex Tax Library - provides the taxing calculation details returned from third party tax software with any errors reported.
The option to Quit out of the screen or to Print the XML data is provided.
If the document address validation has failed, the check address error is displayed in place of the 'Vertex Tax Library' or 'Avalara Tax Library' trace screen.
A window is provided on the check error pop-up message to view the XML error script.
The option to Quit out of the screen or to Print the XML data is provided.
Topic Keyword: VTX011 / AVA11