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Avalara Help Center

Install and Configure Avalara AvaTax for Microsoft Dynamics AX 2009

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

Learn how to install AvaTax for Microsoft Dynamics AX 2009:

  • Repeat these installation steps on every workstation, laptop or server that has the Microsoft Dynamics AX client application installed; on every server that has the Microsoft Dynamics AX Application Object Server installed; and on every workstation or server that has the Microsoft Dynamics AX batch processing application installed
  • Microsoft Dynamics AX batch servers must also have the Microsoft Dynamics AX client installed
  • Installation to Terminal Service Servers (including Citrix) must be done when the server is in Install Mode

Download your integration

To connect your accounting software to AvaTax, download your integration software. 

  1. In the Admin Console, on the Home tab, click Get Started.
  2. In the Download and Install Your Integration Software section, click Download Software
  3. In the Download Your AvaTax Connector Software window, click the arrow next to the name of your software, and then download the latest version of your integration. If the file isn't available for download, clear your browser's cache, and log back into the Admin Console.
  4. Save the .zip file somewhere on your computer that's easy to find.
  5. Right-click the .zip file and extract the installation folder or file (.exe or .pdf or .msi). 

Install wizard

  1. Run AvaTax for Microsoft Dynamics AX.exe to install AvaTax for Microsoft Dynamics AX.
  2. On the Welcome to the InstallShield Wizard screen, click Next.
    MAX2009 - 1 Welcome to the InstallShield Wizard1.png
  3. On the Customer Information screen, enter the User Name and Organization. Select whether you want to install this application for all users or for the current user. Click Next to continue.
    MAX2009 - 2 Customer Information1.png
  4. On the Ready to Install the Program screen, click Install.
    MAX2009 - 3 Ready to Install the Program1.png
  5. Wait for the installation to complete.
    MAX2009 - 4 Install in progress1.png
  6. Click Finish to exit the setup wizard.

MAX2009 - 5 Install complete1.png

To place the adapter DLL

  1. Copy the Avalara.AvaTax.Adapter.dll and Avalara.AvaTax.Adapter.dll.config files from Microsoft Dynamics AX\50\Client\Bin and paste them in Microsoft Dynamics AX\50\Server\<Instance Name>\Bin
  2. Delete the previous reference from AOT for Avalara.AvaTax.Adapter.dll and add a new reference for the file Avalara.AvaTax.Adapter.Dll pointing to the server location: Microsoft Dynamics AX\50\Server\DynamicsAx1\Bin
  3. Restart the Microsoft Dynamics AX service.

Place the label file

Place the label file into the Application Objects folder with the other AX code units. This file is absorbed once you restart the AOS. Please note that the Avalara XPO file relies on these labels and does not show up until the label file is in place and the AOS has been restarted.

Import the Avalara XPO files

The Avalara.XPO files contain the Microsoft Dynamics AX object changes. The Avalara.xpo can be imported directly without worrying about code conflict, as these are all net new objects to the Microsoft Dynamics AX system.

  1. To merge in the Avalara.xpo, open the AX Import utility and then open the SharedProject_Avalara.xpo file.
  2. Click to import Only application objects.
  3. Uncheck Import with ID values.
  4. Select Show Details if you want to see the new objects.
    MAX2009 - Import the Avalara XPO files1.png
  5. Once the project is loaded into the Import tool, click OK.
  6. A warning displays if an object already exists. Click Yes to all to import over an older version of AvaTax for Microsoft Dynamics AX.
    MAX2009 - Import the Avalara XPO files2.png
Note:
Once the import is completed, an information dialog box displays listing several warnings, as the import is looking for items included in the AvalaraAX.xpo. Once you have imported the AvalaraAX.xpo Shared Project, you won't see the warnings in the compiler or in the dialog box.

Compare and merge the AvalaraAX.XPO

The AvalaraAX.XPO file contains modifications to the Microsoft Dynamics AX native objects and you need to company this code and manually merge into the existing Microsoft Dynamics AX objects.

The AvalaraAX.xpo file contains base Microsoft Dynamics AX objects, either for 2009 or 2009 SP1, depending on the version you are installing. Avalara doesn't create an XPO set for every roll up version; we create XPO sets for major versions and service packs.

Note:
You should manually compare and only merge object code that is notated with the AVA+ comment before and the AVA- comment after the code or AVA +/- for one line code entries

Example:

//BP Deviation Documented

    DetailNumber = 3;  // @AVA +-

Or

// @AVA +

            if ((ava_Configuration::find().TaxGroupId == taxWorkTrans.TaxGroup ) || (substr(ava_Configuration::find().TaxGroupId,1,6) == substr(taxWorkTrans.TaxGroup,1,6)))

           

                taxWorkTrans.SourceTaxAmountCurReal = Conpeek(ConAmtNumber,4)*(-1);

                taxWorkTrans.TaxAmountCur           = taxWorkTrans.TaxAmount;

            }

 // @AVA -

 

Avalara recommends using the Microsoft Dynamics AX import tool to load the AvalaraAX.xpo file, but not to import the code.

Interpreting compare tool results

After you run a comparison, the differences between the application objects are displayed in the Comparison form.

The following table describes the symbols and colors that are used to show differences between objects:

Symbol or color

Description

Example

Shaded check box that has a black check mark

There are differences in one or more child nodes.

1 shaded check box.png

Check box that has a black check mark.

There are no differences in this node. This symbol is only displayed when the Show differences only option is cleared.

2 check box with black check mark.png

Red and blue unequal icon

There are differences in the current node.

3 Red and blue unequal icon.png

Black text

There is no difference between the two objects for this text.

4 black text.png

Red or blue check marks

The check mark specifies differences that belong to only one object, and the red or blue color identifies which object that the difference belongs to.

5 red check mark.png

or

6 blue check mark.png

Red or blue text on a shaded background

The shaded background specifies the differences, and the red or blue color identifies which object that the difference belongs to.

7 Red or blue text.png

Green text on a shaded background

The shaded background specifies the differences, and the green color identifies a difference between the original object and the two compared objects.

8 green text.png

Action arrow that points right

The difference is inserted into the object.

9 right action arrow.png

Action arrow that points left

The difference is deleted from the object.

10 left action arrow.png

Action arrow curved

The difference is moved to this location in the object.

11 down curve arrow.png

or

12 left curve arrow.png

The following figure is an example that shows the differences between the tax class in the sys layer and the tax class in the bus layer (after AvataxAV.xpo was imported)

MAX2009 - Compare Files Using the Compare Tool.png

To compare two application objects:

  1. In the Application Object Tree, select the Application Objects that you want to compare.
  2. Right-click the selected application objects, and then click Compare
  3. Click the Advanced tab, and then set the following options as needed:
     

    Option

    Description

    Show differences only

    Select this option to view only the differences. When this option is cleared, matching results are displayed as black check marks.

    Suppress whitespace

    Select this option to show differences in spaces in X++ code.

    Case sensitive

    Select this option to view upper and lowercase differences. By using this option, MyName and Myname is displayed as a difference.

    Show line numbers

    Select this option to enable line numbers in X++ code.

  4. Click Compare to begin the comparison of the two application objects. The differences are displayed in the results window in the comparison form.

To compare two versions of an application object:

  1. In the Application Object Tree, right-click the Application Object that you want to compare, and click Compare
  2. On the Name & Location tab, select the two versions that you want to compare.
  3. Click the Advanced tab, and then set the following options as needed:
     

    Option

    Description

    Show differences only

    Select this option to view only the differences. When this option is cleared, matching results are displayed as black check marks.

    Suppress whitespace

    Select this option to show differences in spaces in X++ code.

    Case sensitive

    Select this option to view upper and lowercase differences. By using this option, MyName and Myname is displayed as a difference.

    Show line numbers

    Select this option to enable line numbers in X++ code.

  4. Click Compare to begin the version compare. The differences between the versions are displayed in the results window in the comparison form.

To compare application object layers:

  1. On the Microsoft Dynamics AX menu, point to Tools, point to Development Tools, point to Code Upgrade, and then click Compare Layers. The compare layers tool opens.
  2. In the Compare Layers tool, set the following properties as required:
     

    Option

    Description

    Project name

    The name of the project to contain the results of the compare layers tool process.

    Source layer

    The layer used as the base layer for the comparison.

    The compare tool results only display differences for application objects that are contained in the source layer.

    Reference layer

    The layer that you want to compare to the source layer.

    Note

    You can select old sys as the reference layer. This is useful if you want to learn what application objects have changed.

    Only include elements present in both layers

    Select to detect conflicts between layers. When selected, elements found in only one of the layers are ignored.

  3. Click OK to begin the application object layer compare.
  4. A project holding application objects that differ is now created. The objects are presented in a tree structure and the regular Application Object Tree (AOT) shortcut menu commands are available.

Setup wizard

  1. In the AvaTax Setup Wizard, click Next to start the installation.
    MAX2009 - Avalara setup wizard - welcome1.png
  2. On the next screen, enter the Account Value, License Key, and URL. Click the Verify Credentials button to validate the components.
    MAX2009 - Avalara setup wizard - welcome2.png
  3. The following screen indicates a successful validation. Click OK.
    MAX2009 - Avalara setup wizard - welcome3.png
    • Verify the AvaTax credentials recorded in the Setup window are entered correctly.
    • Ensure the Microsoft Dynamics AX  application is configured to connect to the internet.
    • Verify your organization’s internet service provider (ISP) is active and that an internet connection can be established.
  4. Click Next to continue.
    MAX2009 - Avalara setup wizard - welcome4.png
  5. On the next screen, select the Sales tax group code from the drop-down menu. We recommend you
    select AVATAX. Click Next.
    MAX2009 - Avalara setup wizard - welcome5.png
  6. On the following window, select the Country code you want to use to initiate the AvaTax address validation. AvaTax supports address validation for the United States and Canada. Click Next to continue.
    MAX2009 - Avalara setup wizard - welcome6.png
  7. On the Do you want to enable AvaTax now? screen, select both checkboxes to enable tax calculation and address validation, and then click Next.
    MAX2009 - Avalara setup wizard - welcome7.png
  8. To complete the installation and create new records in Microsoft Dynamics AX, click Finish.
    MAX2009 - Avalara setup wizard - welcome8.png
  9. The following message displays asking you to configure the ledger posting group and sales tax settlement period. Click OK.
    MAX2009 - Avalara setup wizard - welcome9.png
  10. Open the ledger posting groups in General Ledger > Setup > Sales tax > Ledger posting groups. Select the correct Sales Tax Accounts to use with Avalara.
    MAX2009 - Avalara setup wizard - welcome10.png
     
    Note:
    The Ledger Account that you choose must have a Posting Type of Sales Tax
  11. Refresh any workstation that was open while running the Setup wizard to ensure the local cache files are updated with the AvaTax configuration settings.

Create the number sequence

AvaTax requires a number sequence to create tax transactions in Microsoft Dynamics AX 2009.

  1. Open the Number Sequences Basic > Setup > Number Sequences > Number Sequences new record.
    1. Click the New button.
    2. In the Number sequence code column, enter AVA_Head.
    3. In the Name column, enter Header ID.
    4. In Smallest column, enter 1.
    5. In Largest column, enter 99999999 (8 – 9’s).
    6. In the Next column, enter 1 ß if you have used AvaTax before, you may want to enter 1000000 so you do not get a conflict.
    7. In the Format column, enter ######## (8 - #’s).
    8. Close the Number Sequences Record.
      MAX2009 - create the number sequence1.png
  2. Open References Basic > Setup > Number Sequences > References.
    1. Sort by the Module.
    2. Scan the Accounts Receivable modules for the Reference column named Ava_Details.
    3. Click in the Number Sequence Box and choose Ava_Head.
    4. Save and Exit.
      MAX2009 - create the number sequence2.png

2. Configure

The AvaTax menu gives you additional options to configure the integration for Microsoft Dynamics AX so you can meet your unique sales tax needs:

  • Registering Microsoft Dynamics AX  to work with your AvaTax account
  • Validating your license
  • Configuring address validation by country
  • Enabling company-specific information for AvaTax reports
  • Setup of product and services taxability
  • Setup of address specific customer exemptions

You can find the AvaTax menu tree in the General Ledger > Setup > Sales tax > AvaTax menu:

MAX2009 - config - 1 menu.png

Configuration settings

The Configuration window displays after completing the setup wizard and lets you edit your account value, end user license key and URL by selecting the Edit Settings button. Enter the values you received via email from support@avalara.com. You can also test your account’s connection to AvaTax by selecting the Verify Credentials button.

MAX2009 - config - 2 credentials.png

Edit how AvaTax interacts with products, services, exemptions, and freight

You can define your organization’s company code, shipping options, and miscellaneous code, as well as enable or disable the entity/use codeHoverTT.png. Follow these steps:

On the General tab, click Display All Warning Messages.  If you do not click this option, error messages will still display. Click Tax Mapping Code to enable tax code mapping. Click Enable Entity Use Code. In the Shipping Options section, you control the assignment of tax codes to additional charge items. Available additional charge items are displayed in the window on the left, and can be assigned to tax codes associated with freight or miscellaneous charge references found on the right side of the window.

MAX2009 - config - 3 General tab.png

Edit how AvaTax calculates your sales tax

To change how AvaTax calculates sales tax, follow these steps:

  1. On the Tax Calculation tab, click Disable Tax Calculation  if you want to disable to AvaTax tax calculation service within Microsoft Dynamics AX 2009.
  2. Click Always Check Addresses Before Calculating Tax to force an address validation of the sales/billing document prior to tax calculation.
  3. In the Sales Tax Group field, type AVATAX.
  4. Click Tax Group Code Mass Update to access a utility to perform a mass update of the sales tax group code on a range of customers.

Address validation

To control of how addresses are validatedHoverTT.png, follow these steps:

  1. On the Address Validation tab, click Disable Address Validation if you want to disable the AvaTax address validation service within Microsoft Dynamics AX.
  2. Click Return Results in Uppercase if you want address validation results returned in uppercase format.
  3. In the Perform Address Validation Based on Country Names Selected section, click names from the window on the left and move them to the window on the right to select the specific countries in which AvaTax will validate addresses.  These names are retrieved from your transaction records.
  4. Click During Batch Address Validation, continue processing regardless of errors to process all selected addresses and note validation errors after the utility completes.
  5. In the Scan, Accept and Report Validated Address during Batch Address Validation field, select one of the following options:
    • Manual: individually selecting addresses to update within Microsoft Dynamics AX.
    • Automatic: validated addresses automatically selected for update.
  6. Click Reset to clear the “Address Validated” Flag so previously verified addresses will not be recognized as previously validated.

MAX2009 - config - 4 Address Validation tab.png

Configure shipping codes

The Overview tab lists your shipping codes and their descriptions, while the General tab allows you to edit them.

MAX2009 - config - 5 Shipping code.png