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Install and Configure Avalara AvaTax for ServiceMax

This article applies to:Avalara AvaTax for ServiceMax

After you activate AvaTax and set up your company profile, install and configure AvaTax for your accounting software. During configuration, customize your setup to fit your unique business needs for things like:

  • Tax calculation settings for various tax types
  • Exemption settings if you have exempt customers
  • Product taxability settings

Alter these settings when your business needs change.

Install AvaTax for ServiceMax

Use information in the following sections to download and install AvaTax for ServiceMax.

Download

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

  1. In AvaTax, 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 AvaTax.
  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 AvaTax for ServiceMax

To download and install the AvaTax for ServiceMax package:

  1. Open the installation folder you downloaded from AvaTax, open the PDF, and then click the package download link.
  2. On the Package Install page, select Install for All Users, and click Install.
  3. Click Done to complete the installation.

Configure

Configure AvaTax for ServiceMax to work best for your business.

Configure AvaTax for ServiceMax

To configure the AvaTax integration:

  1. On the ServiceMax homepage, add a new tab to the menu by clicking + on the menu bar.
  2. Click Customize My Tab, add the Avalara and Entity/Use Code tabs to the Selected Tabs field if they aren't already there, and then click Save.
  3. On the Avalara tab, click Go!.
  4. Click New, add or modify the following, and then click Save:
    Section Field and action
    Avalara Account Detail
    • Avalara Account Name: Enter a name for the account. We recommend AvaTax.
    • Active Avalara Setting: Select to activate this account.
    Avalara Credential
    • Service URL: If you have an AvaTax development account, enter https://development.avalara.net. If you have an AvaTax production account, enter https://avatax.avalara.net.
    • Account ID: Enter your AvaTax account number. You received it from Avalara in an email (subject line Important! Your AvaTax Production Account Number & License Key) when you signed up for your AvaTax account.
    • License Key: Enter your AvaTax license key. You received it in the same email as your account number when you signed up for your AvaTax account.
    • Company Code: Enter the company code you entered when you activated your AvaTax account. Every accounting software that works with AvaTax uses a company code to identify itself to AvaTax.
    Origin Address Enter the address used for calculating sales tax using AvaTax for your transactions.
    Address Validation Settings
    • Enable AvaTax address validation: Select to allow AvaTax to validate addressesHoverTT.png that you enter in ServiceMax.
    • Optional: Verify Validated Addresses: Select to manually replace unvalidated addresses with validated addresses in ServiceMax. Clear to make validated addresses replace unvalidated addresses automatically.
    Tax Calculation Settings
    • Enable AvaTax tax calculation: Select this checkbox to make AvaTax sales tax calculations work with ServiceMax.
    • Optional: Re-calculate Tax Upon Invoice Editing: Select both this and Enable Tax Calculations to have AvaTax calculate sales tax when you save the quote or opportunity if the address, amount, or quantity changes. You may pay more for your AvaTax service if you select this option as it increases the number of transactions that you send us. For more information, see your terms and conditions.  
    • Customer Code Field: Select which value to use as the Avalara Customer Code during sales tax calculation.
    • Post WorkOrder on Status: Select the status to be displayed for a work order after it's committed to AvaTax.
  5. Click Test Connection, and then
    • If you see a success message, click OK.
    • If you see any other message, verify your account credentials and company code, and then try again.

Configure ServiceMax layout

To configure the page layout of the QuotesOrdersContractsOpportunitiesAccounts, and Products pages so that ServiceMax displays fields necessary for AvaTax to calculate tax:

  1. On each page, click Edit Layout, and then click Fields.
  2. In the Detail section of each page, add the following fields and buttons:
    Page Fields Buttons
    Account Layout
    • Entity/Use Code
    • Exemption Number
    • Validate Shipping Address
    Product Layout
    • Tax Code
     
    Work Orders
    • Sales Tax
    • Avalara Status
    • Tax Now Status
    • Entity/Use Code
    • Calculate Sales Tax
    • Finalize Work Order
    • Validate Service Location
    Work Details
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Non Taxable
     
    Service Quotes
    • Est. Sales Tax
    • Entity/Use Code
    • Calculate Sales Tax
    Quote Items
    • Sales Tax Amount
    • Sales Tax Details
    • Sales Tax Rate
    • Non Taxable