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Install and Configure Avalara AvaTax for Microsoft Dynamics AX Retail

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

After you download the Avalara AvaTax connector for Microsoft Dynamics AX Retail, you need to install AvaTax setup for Microsoft Dynamics AX 2012, deploy model files, run the Microsoft Dynamics AX 2012 install wizard, and install and configure AvaTax Local.

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.
    Integration - download_install 2.png
  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). 

When you download AvaTax for Microsoft Dynamics AX Retail, the following folders are in the AvaTax Setup folder:

The AX HQ side components are the AvaTax for Microsoft Dynamics AX installation files. AvaTaxLocal contains the files to install the AvaTaxLocal service. The AX POS side database script folder contains the database scripts you need to run. The AX POS side components are DLLs you need to copy to Microsoft Dynamics AX Retail POS folders.

AXretail-component folders.png

Install Ava Model files in Microsoft Dynamics AX 2012

To install the AVA model files in Microsoft Dynamics AX 2012 and configure the AX HQ side components, follow these steps:

  1. Close Microsoft Dynamics AX 2012
  2. To uninstall any previous model file in the AVA layers, use the Uninstall-AXModel -Model "AVA Model" command.
  3. To install the new model file in the AVA layers, use the Install-AXModel -File "<path of model file>" command.
  4. Start the compilation process.
  5. Start the synchronization of the database.
  6. Generate a full Common Intermediate Language.
  7. Restart Microsoft Dynamics AX 2012.

Install Microsoft Dynamics AX 2012

Follow these steps to install and configure.

Install and configure AvaTax Local

Follow these steps to install and configure.

2. Configure

To configure AvaTax for Microsoft Dynamics AX Retail, follow these steps:

  1. Log in to Microsoft Dynamics AX Retail and click AvaTax.
  2. In the Setup section, click Configuration Setting.
  3. In Configuration Settings, click Retail.
  4. On the Setup options for AvaTax Process section, select the following:
    1. Under General Options, the Disable Tax Calculation option disables tax calculation service at the Retail POS. The Disable Address Validation disables the AvaTax address validation service at the Retail POS.
    2. In the Tax Area Code section, the Sales Tax Group should be AVATAX (recommended).
    3. Click the Tax Mapping Code checkbox in the Item Tax Code section if you want to map AvaTax System Tax Codes to items in the Retail POS. Selecting the checkbox enables the Tax Code Mapping Utility within the AvaTax menu. The steps for mapping items can be found in the AvaTax for Microsoft Dynamics AX 2012 user guide.
  5. AvaTaxLocal URL:
    1. HQ URL: Format: https://localhost:8080/AvaTaxLocal/. This can point either to the Admin Console server: https:\\admin-avatax.avalara.net or to the AvaTax Local service HQ server URL. If the HQ URL points to AvaTax, transactions and tax rate updates are automatically sent to the Admin Console. If the AvaTax Local URL points to the AvaTax Local service rather than to the {{{AAC}}, you have to push transactions and rate updates to {{AAT}} by clicking on Get updates and Send transactions.
    2. Store URL: Format: https://localhost:8080/AvaTaxLocal/. This should always point to the AvaTax Local service URL https:\\store_IP_address:8080\AvataxLocal. Every server in the network should have the AvaTax Local service installed in order to distribute specific store information to all the AvaTax Local stores.
  6. Click the Initialize button. This creates Normal (N) jobs for the AvaTax Configuration and related sub jobs. Initialize also creates offline profiles for the AvaTax Configuration. It transmits the configuration settings to AX Retail.
    1. AVA_CNFG (AvaTax Configuration)
    2. AVA_MISMAP (AvaTax Misc Charge Code Mapping)
    3. AVA_TXCMAP (AvaTax Tax Code Mapping)
  7. Under Tax Rate Data Update, click Get Updates to launch the AvaTaxLocalGetUpdates.bat file. You can do this whenever you want to update the tax and rate data for the AvaTax Local HQ database.
  8. Click Send Transactions to launch the AvaTaxLocalPostTransactions.bat file, which sends all transactions from the AvaTax Local HQ database. This is needed and used only if the HQ URL points to AvaTax Local rather than to the AvaTax service URL.

Customize POS

To customize POS, follow these steps:

  1. Run SQL scripts to create AvaTax tables:
    1. Open SQL Management Studio on the POS Store Server and run the three database scripts in the AvaTax Setup AX POS side database script folder against the store database.
    2. Find your database in SQL Management Studio, and browse to the AX POS side database script folder. Run the following  SQL scripts against your store database to create new AvaTax tables: AVA_CONFIGURATION AVA_MISCCHARGEMAPPING AVA_TAXCODEMAPPING
  2. Back up your Retail POS Services and Triggers folders before you copy the AvaTax DLLs into your Retail POS folders.
    1. Navigate to the AvaTax Setup folder and open the AX POS side components folder.
    2. There are two folders that have identical names as the folders in the Retail POS application. You are  not replacing the Retail POS folders. Copy the AvaTax AX POS side components DLLs into the AX Retail POS client folders.
    3. Refer to the AvaTax code changes document to merge these code lines into native Customer, Blank Operations, Tax, Transaction Trigger program and compile the updated DLLs. The latest code changes document is located in the AX POS Side Components folder.

    4. Copy the DLLs from the AvaTax AX POS side components folder to your AX Retail POS Services folder. When prompted, click Yes to replace your files. 

  3. Repeat the previous step for the DLLs in the Triggers folder.