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Avalara AvaTax for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition Release Notes

Read the release notes to learn about the latest additions, changes, and fixes to AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.3 (Fall Release 2017), Platform Update 12

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.3 (Fall Release 2017), Platform Update 12, release 7.400.05.00, January 16, 2018 

New

  • AvaTax Update is now compatible with Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.3 (Fall Release 2017), Platform Update 12

Older releases


AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 11

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 11, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 9 and 10.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 10

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 10, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 9 and 11.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 9

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 9, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 10 and 11.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 8

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 8, release 7.0.4565.16211.01.00, August 14, 2017

New

  • Integration with Avalara's certificate management system, CertCapture. You can now request and retrieve exemption certificates.
  • Added the Setup Assistant to aid setup and configuration for AvaTax. Option available in Setup > AvaTax Setup Assistant.
  • Added the Tax Profile Assistant to aid with setup for where you collect taxesHoverTT.png and other settings for AvaTax Update
  • Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition uses this number for handling non-NA operations
  • Choose to send the UPC instead of the item code to to maintain product taxability. By default, the item code is sent to AvaTax Update.
  • Added the reconciliation utility. Reconcile data in your accounting software with your data in AvaTax Update. Go to AvaTax > Utility > Reconciliation.
  • Added Enable logging option in AvaTax Configuration > General Options. If enabled, AvaTax Update activities are automatically logged and saved in a local log file. We don't recommend changing this setting unless advised by Avalara Support

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 7

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 7, release 7.0.4542.16189.01.02, January 31, 2018

Fixed

  •  Fixed the issue that caused a "DocumentNotFoundError" error when manually posting a batch of documents

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform Update 5

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.2 (July 2017 Release), Platform update 5, release 7.0.4475.16165.01.02, January 12, 2018

Fixed

  • Fixed the issue that caused a "Tax document could not be found" error when trying to post a project proposal that included customer advance payments

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.1 (Release 1611), Platform Update 10

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.1 (Release 1611), extension build for Platform Update 10, release 7.400.02.00, November 7, 2017

New

  • Integration with Avalara's certificate management system, CertCapture. You can now request and retrieve exemption certificates.
  • Added the Setup Assistant to aid setup and configuration for AvaTax Update. Option available in Setup > AvaTax Setup Assistant.
  • Added the Tax Profile Assistant to aid with setup for where you collect taxesHoverTT.png and other settings for AvaTax
  • Added the reconciliation utility. Reconcile data in your accounting software with your data in AvaTax Update. Go to AvaTax > Utility > Reconciliation.
  • Added Enable logging option in AvaTax Configuration > General Options. If enabled, AvaTax Update activities are automatically logged and saved in a local log file. We don't recommend changing this setting unless advised by Avalara Support

Changed

  • Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition uses this number for handling non-NA operations
  • Choose to send the UPC instead of the item code to to maintain product taxability. By default, the item code is sent to AvaTax Update.

Older releases

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.1 (Release 1611), Platform Update 9

AvaTax Update for Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.1 (Release 1611), Platform Update 9, release 7.400.04.00, December 5, 2017   

New

  • AvaTax Update is now compatible with Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 7.1 (Release 1611), Platform Update 9

Older releases