Avalara AvaTax for Microsoft Dynamics 365 Finance and Operations Release Notes Archive
AvaTax for Microsoft Dynamics 365 Finance and Operations (2019 releases)
AvaTax for Microsoft Dynamics 365 Finance and Operations (2018 releases)
December 7, 2018
Version 8.1, Platform Update 20, release 8.200.01.00v2
New
- AvaTax is now compatible with Microsoft Dynamics 365 Finance and Operations 8.1, Platform Updates 20, 21, and 22
Changed
August 31, 2018
Version 8.0 (Spring Release 2018), Platform Update 15, release 7.400.08.00v2
- Backwards compatible to 7.3 (Fall Release 2017), Platform Update 12
New
- AvaTax for Microsoft Dynamics 365 Finance and Operations 8.0 now runs on the AvaTax REST v2 API
Changed
May 25, 2018
Version 8.0 (Spring Release 2018), Platform Update 15, release 7.400.07.00
- Backwards compatible to 7.3 (Fall Release 2017), Platform Update 12
New
- AvaTax is now compatible with Microsoft Dynamics 365 Finance and Operations 8.0 (Spring Release 2018), Platform Update 15
May 11, 2018
Version 7.3 (Fall Release 2017), Platform Update 12, release 7.400.06.00,
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
February 23, 2018
Version 7.2 (July 2017 Release), Platform Updates 9, 10, and 11, release 7.400.03.01
New
- You can now override taxes on project credit notes
Changed
- Code change document
Fixed
- Fixed the issue where the original shipping address for an order wasn't passed to AvaTax when calculating tax on a return order
January 31, 2018
Version 7.2 (July 2017 Release), Platform Update 7, release 7.0.4542.16189.01.02
Fixed
- Fixed the issue that caused a "DocumentNotFoundError" error when manually posting a batch of documents
January 16, 2018
Version 7.2 (July 2017 Release), Platform Update 7, release 7.0.4542.16189.01.01
Fixed
- Fixed an issue that occasionally caused tax saved in AvaTax to vary from tax recorded in Microsoft Dynamics 365 Finance and Operations
January 12, 2018
Version 7.2 (July 2017 Release), Platform update 5, release 7.0.4475.16165.01.02
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
January 2, 2018
Version 7.2 (July 2017 Release), Platform Update 9, release 7.0.400.02.01
Fixed
- Fixed the issue where the tax on return orders wasn't calculating until invoiced
- Fixed the issue where the option selected for Calculation Basis wasn't affecting how tax was calculated
AvaTax for Microsoft Dynamics 365 Finance and Operations (2017 releases)
December 5, 2017
Version 7.1 (Release 1611), Platform Update 9, release 7.400.04.00
New
- AvaTax is now compatible with Microsoft Dynamics 365 Finance and Operations 7.1 (Release 1611), Platform Update 9
December 5, 2017
Version 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.02.00
Fixed
- Fixed issue that occasionally caused tax recorded in AvaTax to vary from tax recorded in Microsoft Dynamics 365 Finance and Operations
November 24, 2017
Version 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.01
Fixed
- Fixed issue where the value selected from Calculation Basis wasn't having an impact on tax calculation
November 21, 2017
Version 7.2 (July 2017 Release), Platform Updates 9, 10, and 11, release 7.400.03.00
New
- AvaTax is now compatible with Microsoft Dynamics 365 Finance and Operations 7.2 (July 2017 Release), Platform Update 11
Fixed
- Fixed issue where correct sales tax wasn't calculated on some invoices
- Fixed issue where an unhandled CLR Exception occurred when trying to post a vendor invoice and consumer use tax was disabled in configuration
November 7, 2017
Version 7.1 (Release 1611), extension build for Platform Update 10, release 7.400.02.00
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 taxes
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 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.
August 14, 2017
Version 7.2 (July 2017 Release), Platform Update 8, release 7.0.4565.16211.01.00
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 taxes
and other settings for AvaTax
- Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax for Microsoft Dynamics 365 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
July 4, 2017
Version 7.2 (July 2017 Release), Platform Update 7, release 7.0.4542.16189.01.00
- 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 taxes
and other settings for AvaTax
- Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax for Microsoft Dynamics 365 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
April 25, 2017
Version 7.2 (July 2017 Release), Platform Update 5, release 7.0.4475.16165.01.00
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 taxes
and other settings for AvaTax
- Save your Business Identification Number (BIN) as the Tax Registration No. AvaTax for Microsoft Dynamics 365 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