Skip to main content
Avalara Help Center

Install and Configure Avalara AvaTax for Infor XA

Now that you've activated your AvaTax account and set up your tax profile, it's time to install and configure your integration. At the end of this process, you'll send a test transaction to confirm that AvaTax is calculating tax the way you expect. After running a successful test, you'll be able to start using AvaTax!

1. Install

The components for Infor XA are contained in a library called AVATAX_XA. To install the library on an IBM System i server, follow these steps:

  1. Save the AVATAX_XA library that you got from Avalara to your desktop.
  2. Sign into your System i with command-line access.
  3. Create an empty AVATAX_XA save file in the library that you would like to download to. For example, if you use library QGPL, type CRTSAVF QGPL/AVATAX_XA.
  4. Type ftp ftp.taxrates.com and then press ENTER.
  5. Type ftp_avatax and then press ENTER.
  6. Type Avalara! and then press ENTER:.
  7. Type BIN and then press ENTER.
  8. Type CD FTP500_Avatax and then press ENTER.
  9. Type LCD QGPL and then press ENTER.
  10. Type GET AVATAX_XA (replace and then press ENTER:
  11. Type QUIT and then press ENTER.
  12. Type RSTLIB SAVLIB(AVATAX_XA) DEV(*SAVF) SAVF(QGPL/AVATAX_XA) RSTLIB(AVATAX_XA) and then press ENTER:

2. Configure

To open the Infor XA Setup Options menu, follow these steps:

  1. Type the following commands to add AvaTax to your library list:
    ADDLIBLE AVATAX *LAST
    ADDLIBLE AVATAX_XA *LAST


    InforXA1.png
  2. Type TMENU and then press ENTER.
  3. In the AvaTax SDK for IBM i - Main Menu window, next to Enter Option, type 13 and then press ENTER.

    InforXA2.png
  4. In the AvaTax SDK for IBM i - Infor XA Setup Menu, next to Enter Option, type 1 and then press ENTER.

    InforXA3.png
  5. In the AvaTax for Infor XA - System Control Maintenance window, a default record for company 1 is provided. To add records for a company, press F6.
  6. To change the default options for a company, under Opt, type 2, and then press ENTER.

    InforXA4.png
  7. To control how AvaTax taxes customers and items, in the AvaTax for Infor XA - Edit System Control Record window, follow these steps:
    1. To use the Tax ID associated with the XA customer master record to control customer exemptions, under Use Customer Tax ID Number to Signify Exemption, type any of the following:
      • 0 to ignore this parameter
      • 1 to use tax ID number 1 in the Infor XA customer master record. If there is a value in this tax ID in the Infor XA customer master record, the transaction is treated as a non-taxable
      • 2 to use tax ID number 2 in the Infor XA customer master record. If there is a value in this tax ID in the Infor XA customer master record, the transaction is treated as a non-taxable
    2. To use XA Item Class codes to group like items for special taxing rules, under Use Item Class or Item Accounting Class to Group Avatax Tax Codes, type any of the following:
      • 0 to ignore this parameter
      • 1 to use Item Class in the Infor XA item master record to group like items to check for a match with the tax codes defined in the Admin Console
      • 2 to use Item Accounting Class in the Infor XA item master record to group like items to check for a match with the tax codes that are set up in the Admin Console
    3. To use item tax classes to check against tax codes defined in AvaTax, under Use Item Tax Class to hold Avatax Tax Codes, type one of the following.
      • Y to use item tax classes to check against tax codes defined in the Admin Console. If you do this, the system will override the item class/item accounting class whenever an item tax class is present.
      • N to not use item tax classes to check against tax codes defined in the Admin Console
    4. Press ENTER.

      InforXA5.png
  8. To map Infor XA item classes or item accounting classes to AvaTax predefined or custom tax codes, follow these steps:
    1. In the AvaTax SDK for IBM i - Infor XA Setup Menu, next to Enter Option, type 3 and then press ENTER.
    2. in the Item-Item Class/Avatax Tax Code window, under XA Class, type the Infor XA class that you want to associate with an AvaTax tax code under Avatax Tax Code, type the associated AvaTax tax code, and then press ENTER.

      IXA_New1.png
  9. In the Item Master File - General Information window, make sure that what's in the ITEM CLASS field on the upper right matches what's in either XA Class or Avatax Tax Code in the step above.

    IXA_New2.png
  10. To override the item class, at the lower left, next to ITEM TAX CLASS, type a tax code that you have defined in the Admin Console, or type an AvaTax item code such as P000000 (for "taxable everywhere").

    IXA_New3.png
  11. In the AvaTax SDK for IBM i -  Infor XA Setup Menu, next to Enter Option, type 4, and then press ENTER.
  12. The Maintain Spcl Chg/Avatax Tax Code window lets you map AvaTax tax codes to Infor XA special charge codes. AvaTax has hundreds of built-in tax codes for freight, digital goods, products, services, and other sales categories. (To learn more about these AvaTax tax codes, read using system tax codes. To learn more about using custom tax codes in AvaTax, read using custom tax codes.) To map Infor XA special charge codes to AvaTax tax codes, follow one of these steps:

    InforXA43.png
    1. Next to any Infor XA special charge code and AvaTax tax code under Opt, type 2.
    2. Under Avatax Tax Code, type the AvaTax tax code that corresponds to the XA Special Charge Code, and then press ENTER.

      IXA_New4.png
  13. In the AvaTax SDK for IBM i - Infor XA Setup Menu, next to Enter Option, type 5, and then press ENTER.
  14. AvaTax for Infor XA uses a combination of a Infor XA tax suffix and a Infor XA tax indicator to determine whether to tax a transaction. In the Maintain XA Taxing Combinations window, define every taxable tax suffix/tax indicator combination for each of your companies, or Infor XA will treat your transactions as non-taxable. To define a tax suffix/tax indicator combination, follow these steps:
    1. In the Maintain XA Taxing Combinations window, press F6.

      InforXA12.png
    2. In the Add Taxing Combination window, next to Comp, Tax SFx, and Tax Ind, type the company, tax suffix, and tax indicator, and then press ENTER.

Setting the Infor XA environment library list

  1. On a command line in the desired Infor XA environment, type CAS and then press ENTER:
  2. In the Cross Application Support - Master Menu window, type 7, and then press ENTER.

    IXA_EnviroLibrary1.png
  3. In the Cross Application Support - Extended Environment Support window, type 4, and then press ENTER.

    IXA_EnviroLibrary2.png
  4. In the Maintain Library List screen, type the designation of the environment library list to maintain and then press ENTER.

    IXA_EnviroLibrary3.png
    The default user exit programs are in the library AMALIBx, so the entries for AVATAX and AVATAX_XA must be above this library.

    IXA_EnviroLibrary4.png
  5. On the left under NEW, type the new position each library will occupy. In the example below, we are moving each current library down two positions and inserting libraries AVATAX and AVATAX_XA in positions 02 and 03, respectively.

    IXA_EnviroLibrary5.png
  6. Press F17 to update the library lists.

Activate user exits

AvaTax for Infor XA requires that you activate user exits to use certain features. To activate user exits, follow these steps:

  1. On a command line in the desired Infor XA environment, type CAS and then press ENTER:
  2. In the Cross Application Support - Extended Environment Support window, type 4, and then press ENTER.

    InforXA13.png
  3. In the Cross Application Support - Maintenance/Change window, type 16, and then press ENTER.

    InforXA14.png
  4. In the Activate Application Exits window, if you see Inactive under Status next to Customer Order Management, under Opt next to COM, type 16 and then press Enter.

    InforXA15.png
  5. Under Opt next to COM, type 70 and then press Enter.

    InforXA16.png
  6. In the Activate Process Group Exits window, follow one of these steps:
    • If you see Inactive under Status next to Calculations, under Opt next to CLC, type 16 and then press Enter.

      InforXA17.png
    • If you see Active under Status next to Calculations, under Opt next to CLC, type 71 and then press Enter.

      InforXA18.png
  7. In the Activate User Exits window, under Opt next to API - COM Tax calculation, type 16 and then press ENTER.

    InforXA19.png
  8. Press F3, and in the Activate Process Group Exits window, if the Status next to Invoice Processing is Inactive, under Opt next to INV, type 16 and then press ENTER.

    InforXA20.png
  9. Under Opt next to INV - Invoice Processing, type 71 and then press Enter.

    InforXA21.png
  10. In the Activate User Exits window, under Opt, next to Invoice End of Run and Invoice Start Run, type 16 and then press ENTER.

    InforXA42.png

Set up Infor XA tax tables

If you're running the standard Manufacturing Accounting and Production Information Control System (MAPICS) invoicing, you don't need to change the Infor XA tax tables, but if you're using the International Financial Management (IFM) module, follow the steps below to set up additional tax entries.

  1. In a MAPICS command line, type COM and then press ENTER.
  2. In the Customer Order Management - Main Menu window, type 6, and then press ENTER.

    InforXA23.png
  3. In the Customer Order Management - File Maintenance window, type 13, and then press ENTER.

    InforXA24.png
  4. In the Customer Order Management - Tax Maintenance window, type 1,and then press ENTER.

    InforXA25.png
  5. In the Edit Tax Code for Authority window, do the following:
    1. Under Code, if there is no entry tor TAX, press F6.
    2. In the Add window, next to Code, type TAX and then press ENTER.
  6. In the Edit Tax Code for Authority window, do the following:
    1. Under Code, if there is no entry for every state in which you sell taxable items, press F6.
    2. In the Add window, type the code for a U.S. state or Canadian province and then press ENTER.
    3. Repeat this process for every U.S. state and Canadian province.

      InforXA26.png
  7. Press F3 to return to the Tax Maintenance menu.
  8. In the Tax Maintenance menu, type 2, and then press ENTER.
  9. In the Tax Group Maintenance window, if TAX is not present under Code, press F6.
  10. In the Add window, type Tax and then press ENTER.
  11. In the next panel, add an entry for TAX and then press ENTER.

    InforXA27.png
  12. Press F3 to return to the Tax Maintenance menu.
  13. In the Tax Maintenance menu, type 3, and then press ENTER.
  14. In the Edit Tax Suffix screen, if you don't have at least one tax suffix for non-taxable and taxable, press F6.
  15. In the next panel, create a suffix for non-taxable and taxable and then press ENTER.InforXA28.png
  16. Press F3 to return to the Tax Maintenance menu.
  17. In the Tax Maintenance menu, type 6,and then press ENTER.
  18. In the Work with tax code results window, follow these steps:
    1. Under Tax code result, if there is no entry for every state in which you sell taxable items, press F6.
    2. In the Add window, type a two-letter state code for a U.S. state or Canadian province, and then press ENTER.
    3. Repeat steps a and b for every U.S. state and Canadian province.InforXA29.png
  19. In the Tax code result window, follow these steps:
    1. Next to Tax code, type TAX.
    2. Next to Result, type TAX.
    3. Next to Description, type Taxable.
    4. Next to Accounting Method, type 2.
    5. Next to Tax rounding level, type 2.
    6. Next to Record status, type 1.
    7. Press ENTER.
  20. For each U.S. state and Canadian province, follow these steps:
    1. Next to Tax code, type the state or province abbreviation.
    2. Next to Result, type Tax.
    3. Next to Description, type a description that includes the state or province name. For example, for tax in Illinois, type Illinois taxable.
    4. Next to Accounting Method, type 2.
    5. Next to Tax rounding level, type 2.
    6. Next to Record status, type 1.
    7. Press ENTER.
      InforXA30.png
  21. In the Tax code result data - Page 1 of 2 window, follow these steps
    1. Next to Effective date, type a date before today in MMDDYY format such as 010101.
    2. Next to Tax group code, type TAX.
    3. Next to Tax liability nature and Tax receivable nature, type the appropriate values. Contact your accounting department for your Tax Liability and Tax Receivable Natures, which may be different for every state and province. Also, depending on how your General Ledger accounting rules are set up, the Tax Nature fields may be optional. If so, leave these fields blank.
    4. Make sure the rest of the parameters are entered as shown below.InforXA31.png
  22. In the Tax code result data - Page 2 of 2 window, make sure that all entries are as shown below.InforXA32.png
  23. Press F3 to return to the Tax Maintenance menu.
  24. In the Tax Maintenance menu window, type 11, and then press ENTER.
  25. In the Work with tax condition priorities window, see if you have a tax condition priority that uses the Ship-to tax suffix. If not, press F6 to create one. Make all other tax condition priorities related to invoicing inactive.
    InforXA33.png
  26. In the Tax condition priority window, follow these steps:
    1. Next to Priority, type 10.
    2. Next to Ship to/Buy from tax suffix, type 1.
    3. Next to Record status, type 1.
    4. Press ENTER.
      InforXA34.png
  27. In the Tax condition window, follow these steps:
    1. Next to Priority, type 10.
    2. Next to Condition, type 20.
    3. Next to Description, type Ship to Tax Suffix.
    4. Next to Record status, type 1.
    5. Press ENTER.
      InforXA35.png
  28. In the Tax condition data - Page 1 of 3 window, follow these steps:
    1. Next to Date, type the same date that you used in step 17 in MMDDYY format.
    2. Next to Ship to/Buy from tax suffix, type TAX.
    3. Next to Record status, type 1.
    4. Press ENTER.
      InforXA36.png
  29. In the Tax condition result window, follow these steps:
    1. Next to Tax code result, type TAX in both fields.
    2. Next to Compound tax base, type 1.
    3. Next to Record status, type 1.
    4. Press ENTER to create the tax condition result, and then press F3.InforXA37.png

Control taxation in order entry and maintenance

Only a few windows in the Infor XA order entry and maintenance section can change how AvaTax calculates tax. To use these windows, follow these steps:

  1. During order entry/maintenance, in the 020 - Ship to Override screen, the Tax suffix field determines whether an order is taxed. It must be valid and if it's taxable, you must include it in the Maintain XA Taxing Combinations window in the configuration section above.
  2. Press ENTER.
    InforXA38.png
  3. In the 040, Override Pricing and Currency window, type the tax override date in MMDDYY format to an earlier date when you issue a credit so that you can calculate the correct tax by using the same rate as the original invoice.
    IXA_New6.png
  4. During order entry/maintenance, in the Detail Item Entry screen, the Tax Indicator field determines whether an order detail line is taxed. It must be valid and if it's taxable, you must include it in the Maintain XA Taxing Combinations window in the configuration section above.
  5. Press ENTER.
    InforXA39.png
  6. During order entry/maintenance, in the Special Charge Details - Order window,  the Tax Indicator field determines whether an individual special charge line is taxed. It must be valid and if it's taxable, you must include it in the Maintain XA Taxing Combinations window in the configuration section above.
  7. Press ENTER.
    InforXA40.png

Set up address validation

As it calculates tax, AvaTax always tries to determine whether an address is valid (a real address instead of a typo) by using the US Postal Service's address database. But if AvaTax finds during tax calculations that an address is valid but uses nonstandard postal abbreviations or formats such as Road instead of RD or Suite instead of Ste, it won't show you the correct address unless you set up AvaTax for Infor XA to do that. Here's how:

  1. On a command line, type CAS and then press ENTER:
  2. In the Cross Application Support - Master Menu window, type 3, and then press ENTER.InforXA13.png
  3. In the Cross Application Support - Maintenance/Change window, type 16, and then press ENTER.
    IXA_AUE1.png
  4. In the Activate Application Exits window, if you see Inactive under Status next to Cross Application Support, under Opt next to CAS, type 16 and then press Enter.
    IXA_AUE2.png
  5. Under Opt next to CAS, type 70,and then press Enter.
    IXA_AUE3.png
  6. In the Activate Process Group Exits window, if you see Inactive under Status next to Customer maintenance, under Opt next to CUM, type 16 and then press ENTER.
    IXA_AUE4.png
  7. Under Opt next to CUM, type 71 and then press ENTER.
    IXA_AUE5.png
  8. In the Activate User Exits screen, under Opt next to the code for Ship to maintenance, type 16 and then press ENTER.
    IXA_AUE6.png

Validate addresses

Every time someone adds or changes a ship-to address in Infor XA, AvaTax matches the address against a US Postal Service database and then displays it in a format that follows US Postal Service standards. This process is called address validationHoverTT.png, and it works the same way anywhere in Infor XA that you can maintain ship-to addresses. Below is an example during order entry. The ship-to address is an incomplete address in Washington state. Once you press ENTER, the address is sent to AvaTax to validate.
IXA_VA1.png

After the address is validated, review it and either press F5 to accept it, which updates the ship-to address in Infor XA, or press F12 to reject it, in which case no update is made and Infor XA uses the address that you typed originally. If AvaTax cannot validate the address, an error message appears. Press F12 to clear the message. Processing will continue, but Infor XA will not update the address.
IXA_VA2.png

3. Send a test transaction

AvaTax makes accurate calculations based on the information it is given, so it's a good idea to send a test transaction to make sure your tax profile is configured correctly. If the results of the test transaction are anything other than what you expect to see, you'll know you may have missed a configuration option or entered information incorrectly. If your results come back the way you expected, you're ready to start calculating tax!

  1. Verify the following information if applicable:
    1. Any additional 3rd party add-ons or customizations intended to function with sales order processing are enabled.
    2. All automated workflows intended to work with sales order processing are enabled.
  2. Send a test transaction to AvaTax from your accounting software:
    1. Use an address in a state the company has nexus.
    2. Use an item mapped to a tax code.
    3. Include a freight line like FR or FR020100.
    4. If applicable, include an exempt customer.
    5. If applicable, test address validation on a customer record in your accounting system
  3. Review the test transaction in the Admin Console:
    1. Remember that the test transaction must be posted in the accounting software for it to be passed to the AvaTax engine.
    2. Confirm taxable invoice record appears in appropriate company's transaction data
    3. Ensure transaction transitions from uncommitted to committed status
    4. Review each field of the test transaction to make sure it reflects the values you expect.
      • Check addresses
      • Check document information
      • Check line item information - jurisdictions, freight, etc.
  4. Void the test transaction
    1. Don't forget to void the test transaction in your accounting software!

If your tax profile calculates tax as expected, you can start using AvaTax. If you don't get the results you expect, contact your GoLive Implementation Consultant or Avalara Support.

  • Was this article helpful?