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Upgrade Avalara AvaTax for Microsoft Dynamics AX 2009

The suggested upgrade path for AvaTax for Microsoft Dynamics AX 2009 customers with prior installations of AvaTax is outlined below:

Installation steps on the AOS server

Below are installation steps on the AOS server and client:

  1. Back up the AOS objects.
  2. Back up the SQL database.
  3. Uninstall AvaTax Connect for Microsoft Dynamics AX 2009 via the Control Panel.
  4. Open Microsoft Dynamics AX 2009.
  5. Open the development projects module and delete the Avalara Project  located in Projects > Shared > Avalara.
    Note:
    DO NOT DELETE the AvalaraAX project.
  6. Open the AOT and delete the following:
    1. Macros
      • AVA_Macro
    2. Classes
      • AVA_Cert
      • AVA_InstallWizard
      • AVA_UninstallWizard
      • AVA_AddressValidation
      • AVA_TaxEngine
    3. Forms
      • AVA_History
      • AVA_ShippingCode
      • AVA_BatchAddressValidation
      • AVA_UninstallWizard
      • AVA_BatchTaxCalculation
      • AVA_EntityUseCodeMapping
      • AVA_TaxGroupCodeMassUpdate
      • AVA_TaxCodeMapping
      • AVA_EntityUseCodes
      • AVA_Configuration
      • AVA_ValidAddress
      • AVA_InstallWizard
      • AVA_CreateExemptionCertificate
      • AVA_CreateCustRecord
    4. Queries
      • AVA_CustBatch
      • AVA_InventLocation
      • AVA_InventSites
      • AVA_VendBatch
      • AVA_MarkupCustomer
      • AVA_MiscChargesQuery
      • AVA_FreightQuery
      • AVA_VenroRange
      • AVA_CustomerRange
    5. Jobs
      • Avalaraweb
    6. Reports
      • AVA_Taxcodemapping
      • AVA_ShippingCode
      • AVA_EntityUseCode
      • AVA_Configuration
      • AVA_EntityUseCodeMapping
    7. MenuItems
      • Display
        • AVA_TaxOverrideDate
        • AVA_InstallWizard
        • AVA_UninstallWizard
        • AVA_TaxGroupCodeMassUpdate
        • AVA_Configuration
        • Ava_TaxCodeMapping
        • Ava_EntityUseCodeMapping
        • AVA_EntityUseCodes
        • AVA_ShippingCode
      • Output
        • AVA_EntityUseCodeReport
        • AVA_ShippingCodeReport
        • AVA_ConfigurationReport
        • AVA_TaxCodeMappingReport
      • Action
        • AVA_Portal
        • Avalaraweburl
        • AVA_AddressValidation
    8. Resources
      • AvaTax_ico
      • AVA_Logo
      • AVA_Logo1
    9. References
      • Avalara.AvaTax.Adapter
  7. DO NOT DELETE ANY:
    1. Tables
    2. Extended Data types
    3. Base Enums
    4. Configurations Keys
    5. Security Keys
    6. Views
  8. Restart the AOS.
  9. Reinstall the AvaTax Connect for Microsoft Dynamics AX 2009. This will create the new .xpo file and new .ald file and new DLL file.
  10. Copy/paste the new axAVAen-un.ALD file from the 50\Client\Bin folder it was generated in during the installation over to the 50\Application\Appl\<your instance> folder.
  11. Copy/paste the Avalara.AvaTax.Adapter.dll and Avalara.AvaTax.Adapter.dll.config files from the 50\Client\Bin folder it was generated in during the installation over to the 50\Server\<your instance>\Bin folder.
  12. Restart the AOS.
  13. Re-import the Avalara.xpo.
    1. This will recreate all the AvaTax net new objects.
    2. Delete the previous reference from AOT for Avalara.AvaTax.Adapter.dll and add new reference for the file Avalara.AvaTax.Adapter.Dll pointing to the server location - Microsoft Dynamics AX\50\Server\<instance name>\Bin.
  14. Use the attached document to manually apply the AX class changes.
  15. Restart AOS Service.
  16. Recompile.
  17. Avalara requires a number sequence in order to tax transactions. Please follow these instructions to create the sequence.
    1. Open Number Sequences Basic > Setup > Number Sequences > Number Sequences.
    2. Click the New button.
    3. In the Number sequence code column enter AVA_HEAD.
    4. In the Name column enter Header ID.
    5. In Smallest column enter 1.
    6. In Largest Column enter 99999999 (8 – 9’s).
    7. 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.
    8. In the Format column enter ######## (8 - #’s).
    9. Close Number Sequences.
    10. Open References Basic > Setup > Number Sequences > References.
    11. Sort by Module.
    12. Scan the Account Receivable for Reference column = Ava_Details.
    13. Click in the Number Sequence Box and choose Ava_Head.
    14. Save and Exit.

Client installs

  1. Copy/paste the new DLL/Config files to the Client\Bin folder on each workstation.

Upgrade from previous builds to build 8

Please work with your GoLive Implementation Consultant to upgrade from previous versions of Microsoft Dynamics AX 2009.