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Avalara AvaTax for Microsoft Dynamics 365 for Finance and Operations Release Notes

Read the release notes to learn about the latest additions, changes, and fixes to AvaTax for Microsoft Dynamics 365 for Finance and Operations.

AvaTax for Microsoft Dynamics 365 for Finance and Operations 8.1, Platform Update 20 and above

AvaTax for Microsoft Dynamics 365 for Finance and Operations 8.1, Platform Update 20, release 810020.11.0002.000v2, April 12, 2019  

New

  • You can now use AvaTax to calculate tax on purchase orders
  • You can now filter batch address validation by country and state
  • You can now configure a dollar threshold on the assessment of consumer use tax
  • You can now update addresses from the batch address validation screen
  • You can now view AvaTax errors from a new utility, the AvaTax error log
  • You can now configure AvaTax to auto-accrue consumer use tax without displaying a message or needing to accept the accrual
  • You can now set an entity/use code on a sales quote, sales order, and free text invoice at the header and the line level

Changed

  • The consumer use tax pop-up message now defaults to Yes for the accrual
  • AvaTax is now compatible with Microsoft Dynamics 365 for Finance and Operations 8.1.3 PU23
  • AvaTax is now compatible with Microsoft Dynamics 365 for Finance and Operations 10.0 PU24
  • System integration document

Fixed

  • Fixed an issue that prevented tax calculation on project invoice proposals from taking into account an item sales tax group that's mapped to an Avalara tax code
  • Fixed spelling in the pop-up message for consumer use tax

Older releases


AvaTax for Microsoft Dynamics 365 for Finance and Operations 8.0 (Spring Release 2018), Platform Update 15

AvaTax for Microsoft Dynamics 365 for Finance and Operations 8.0 (Spring Release 2018), Platform Update 15, release 7.400.08.00v2, August 31, 2018 

  • Backwards compatible to 7.3 (Fall Release 2017), Platform Update 12

New

  • AvaTax is now converted to AvaTax REST v2

Changed

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.3 (Fall Release 2017), Platform Update 12

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.3 (Fall Release 2017), Platform Update 12, release 7.400.06.00, May 11, 2018 

New

  • You can now map tax codes to miscellaneous charges within the AvaTax tax code mapping table 

Changed

  • Entity Use codes are now passed to AvaTax during tax calculation for Project Invoices
  • Technical document

Fixed

  • Fixed the issue that caused the error message "Object reference not set to an instance of an object" when using the Create Customer Request on the CertCapture section of the customer card
  • Fixed the issue where tax was not getting posted correctly for electronically created Sales Orders
  • Fixed the issue where tax was not getting posted correctly for partial delivery invoices
  • Fixed the issue where tax overrides were not resetting when tax was re-calculated without override

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 11

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 11, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 9 and 10.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 10

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 10, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 9 and 11.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 9

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 9, release 7.400.03.01, February 23, 2018  

  • Also applies to Platform Updates 10 and 11.

New

  • You can now override taxes on project credit notes

Changed

Fixed

  • Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 8

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 8, release 7.0.4565.16211.01.00, August 14, 2017

New

  • Integration with Avalara's certificate management system, CertCapture. You can now request and retrieve exemption certificates.
  • Added the Setup Assistant to aid setup and configuration for AvaTax. Option available in Setup > AvaTax Setup Assistant.
  • Added the Tax Profile Assistant to aid with setup for where you collect taxesHoverTT.png and other settings for AvaTax
  • Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax for Microsoft Dynamics 365 for Finance and Operations uses this number for handling non-NA operations
  • Choose to send the UPC instead of the item code to to maintain product taxability. By default, the item code is sent to AvaTax.
  • Added the reconciliation utility. Reconcile data in your business application with your data in AvaTax. Go to AvaTax > Utility > Reconciliation.
  • Added Enable logging option in AvaTax Configuration > General Options. If enabled, AvaTax activities are automatically logged and saved in a local log file. We don't recommend changing this setting unless advised by Avalara Support

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 7

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 7, release 7.0.4542.16189.01.02, January 31, 2018

Fixed

  •  Fixed the issue that caused a "DocumentNotFoundError" error when manually posting a batch of documents

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 5

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.02, January 12, 2018

Fixed

  • Fixed the issue that caused a "Tax document could not be found" error when trying to post a project proposal that included customer advance payments

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.1 (Release 1611), Platform Update 10

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.1 (Release 1611), extension build for Platform Update 10, release 7.400.02.00, November 7, 2017

New

  • Integration with Avalara's certificate management system, CertCapture. You can now request and retrieve exemption certificates.
  • Added the Setup Assistant to aid setup and configuration for AvaTax. Option available in Setup > AvaTax Setup Assistant.
  • Added the Tax Profile Assistant to aid with setup for where you collect taxesHoverTT.png and other settings for AvaTax
  • Added the reconciliation utility. Reconcile data in your business application with your data in AvaTax. Go to AvaTax > Utility > Reconciliation.
  • Added Enable logging option in AvaTax Configuration > General Options. If enabled, AvaTax activities are automatically logged and saved in a local log file. We don't recommend changing this setting unless advised by Avalara Support

Changed

  • Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax for Microsoft Dynamics 365 for Finance and Operations uses this number for handling non-NA operations
  • Choose to send the UPC instead of the item code to to maintain product taxability. By default, the item code is sent to AvaTax.

Older releases

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.1 (Release 1611), Platform Update 9

AvaTax for Microsoft Dynamics 365 for Finance and Operations 7.1 (Release 1611), Platform Update 9, release 7.400.04.00, December 5, 2017   

New

  • AvaTax is now compatible with Microsoft Dynamics 365 for Finance and Operations 7.1 (Release 1611), Platform Update 9

Older releases

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