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Add the AvaTax Customer Type Field for Entity/Use Codes

If you want to use entity/use codesHoverTT.png to change exemptionHoverTT.png behavior in Sage Sales Tax for Sage 100 Powered by AvaTax, you first need to add the AvaTax Customer Type field. It is a user-defined field (UDF) that you add using the Custom Office module. For more information about available entity/use codes, see exemption reason matrices. If the Custom Office module isn't installed and registered, contact your Sage 100 partner. Check the modules and registration tabs in the Library Master Setup System Configuration menu to see if Custom Office is listed.

Add the Customer Type field

Follow these steps to create and define the AvaTax Customer Type field:

  1. On the Custom Office Main menu, click User Defined Field and Table Maintenance.

  2. Expand the Accounts Receivable module.
  3. Click the A/R Customer Master table and click Edit Fields to access the User-Defined Fields window.
  4. Click the Add?Option  on the right side of the window.

    Sage 100 - Customer Type field 1.png
  5. In the A/R Customer: Add Field window, type the following information:
    1. For Field Name, type AVA_CUST_TYPE.
    2. For Description, type AVA Cust Type.
  6. Next to Source, click Manual Entry.
  7. Click OK.

    Sage 100 - Customer Type field 2.png
  8. In the A/R Customer Master : Add Field window, follow these steps:
    1. Next to Control Type, click Multi-Line.
    2. Next to Data Type, click String.
    3. In the Maximum Length field, type 10.
    4. Click Caption and in the field next to it, type Ava Cust Type.
  9. Click OK.

    Sage 100 - Customer Type field 3.png
  10. In the Customizer dialogue, click OK. The user-defined fields are updated and the User Defined Field and Table Maintenance window appears.
  11. Repeat steps 1 through 10 above to add the same User Defined Field to Accounts Receivable Module ? A/R Invoice Header Table.
  12. Repeat steps 1 through 4 above to add the same User Defined Field to Sales Order Module ? SO Sales Order Header Table.
    1. In the SO Sales Order Header window type the following information:
      1. For Field Name, type AVA_CUST_TYPE (the system adds a unique identifier to the name).
      2. For Description, type AVA Cust Type.
    2. Next to Source, click Business Object.
    3. In the Business Object drop-down menu, select SO_SalesOrder_Bus.
    4. In the Data Source drop-down menu, select CustomerNo.
    5. In the Column drop-down menu, select UDF_AVA_CUST_TYPE.
    6. Click OK.
    7. Repeat steps 8 through 10.

      Sage 100 - Customer Type field 4.png
  13. Repeat steps 1 through 4 above to add the same User Defined Field to Sales Order Module ? SO Invoice Header.
    1. In the Sales Order Module ? SO Invoice Header window type the following information:
      1. For Field Name, type AVA_CUST_TYPE (the system adds a unique identifier to the name).
      2. For Description, type AVA Cust Type.
    2. Next to Source, click Business Object.
    3. In the Business Object drop-down menu, select SO_Invoice_Bus.
    4. In the Data Source drop-down menu, select CustomerNo.
    5. In the Column drop-down menu, select UDF_AVA_CUST_TYPE.
    6. Click OK.
    7. Repeat steps 8 through 10.

      Sage 100 - Customer Type field 5.png
  14. Close the User-Defined Field and Table Maintenance window.

Draw the AvaTax Customer Type field

Now that you added the AvaTax Customer Type fields, you need to draw them on any of the following forms using the corresponding entry from the table dropdown list:

  • AR Customer Maintenance ? PMAIN
  • SO Sales Order Entry ? PHEADER
  • SO Sales Order Invoice Entry ? PHEADER
  • AR Invoice Data Entry ? PHEADER
  • SO Shipping Data Entry ? PSHIPPING

 

The instructions below show how to add the AvaTax Customer Type field to the AR Customer Maintenance form. Follow these steps to add a field box:
 

Note
For other windows the selection are different and the recommended selections are noted next to the window names.
  1. On the Custom Office Main menu, click Customizer Selection.
  2. Click the Accounts Receivable module to expand it.
  3. Expand the Customer Maintenance folder.

    Sage 100 - Draw Customer Type field 1.png
  4. Click the PMAIN button to open the Customizer Panel Selection window.
  5. In the Customizer Panel Selection window, click Create a New Customized Form.
  6. Next to User and Company, click both All checkboxes.

    Sage 100 - Draw Customer Type field 2.png
  7. Click OK to open the Customizer toolbar and the Customize: AR_CUSTOMER.M4L ? PMAIN [Main Folder] window.
  8. In the Customizer toolbar in the Add an Item section, click the Add Field button.

    Sage 100 - Draw Customer Type field 3.png
  9. In the lower right hand corner of the Customize: AR_CUSTOMER window, place the cursor in the empty space. Click and drag to form a rectangle. The User-Defined Field Selection window appears when the mouse button is released.
  10.  In the Field Selection window, under AR_Customer _bus, click the MAIN folder.
  11.  Highlight UDF_AVA_CUST_TYPE and click Select.

    Sage 100 - Draw Customer Type field 4.png
  12. A new gray box appears on the Customize: AR_CUSTOMER window. Click the new gray box to open the Multi-Line Definition [UDF_AVA_CUST_TYPE] window.

    Sage 100 - Draw Customer Type field 5.png
  13. In the Options tab, set the Width to 10 and the Height to 1.00. A preview of the box is displayed at the bottom of the window.
  14. Click OK.

    Sage 100 - Draw Customer Type field 6.png
  15. Now you need to add a Field Name Label. In the Customizer Toolbar in the Add an Item section, click the Add Text button.

    Sage 100 - Draw Customer Type field 7.png
  16. Place the cursor to the left of the new gray outline box just added. Click and drag to form a rectangle.  The Text Definition window appears when the mouse button is released.
  17. On the Main tab of the Text Definition window in the Text field, type AvaTax Customer Type.

    Sage 100 - Draw Customer Type field 8.png
  18. On the Options tab of the Text Definition window, set the Width to 17 and the Height to 1.00.  Preview the text at the bottom of the window.

    Sage 100 - Draw Customer Type field 9.png
  19. Click OK. The new text appears in the Customize: AR_CUSTOMER window. If necessary, reposition both the text and the field box by clicking and dragging.

    Sage 100 - Draw Customer Type field 10.png
  20. In the Customizer toolbar menu, click Panel > Preview to preview the panel changes.
  21. In the Customizer toolbar menu, click Panel > Save and then OK.
  22. Repeat steps 1-21 for each form you want to add the AvaTax Customer Type field.
  23. When you finish adding the fields to all of the forms that you want to use them in, go to the Custom Office Utilitiesmenu and click Update Customized Panels to Current Level utility. Leave default selections of all Modules, Tasks, Companies, and Users as they are, and click OK.

    Sage 100 - Draw Customer Type field 11.png
  24. Click the Rebuild Customizer Log, and click OK.

    Sage 100 - Draw Customer Type field 12.png

Examples

You can add the AvaTax Customer Type field to numerous forms in Sage Sales Tax for Sage 100 Powered by AvaTax. Examples are displayed below:

 

  • Example of the AvaTax Customer Type field added to the AR Customer Maintenance panel:

  •  Example of the AvaTax Customer Type field added to the SO Sales Order Entry panel:

  •  Example of the AvaTax Customer Type field added to the SO Invoice Entry panel:

  • Example of the AvaTax Customer Type field added to the AR Invoice Data Entry panel:

  • Example of the AvaTax Customer Type field added to the SO Shipping Data Entry panel: