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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 (2020 releases)

January 24, 2020

Version 10.0, Platform Update 32, release 100832.11.0001.000   

New

  • AvaTax is now compatible with Microsoft Dynamics 365 for Finance and Operations 10.0.8 PU32

Changed

AvaTax for Microsoft Dynamics 365 for Finance and Operations (2019 releases)

October 11, 2019

Version 10.0, Platform Update 27 and above, release 810020.11.0003.000v2   

New

  • You can now use the Data Import Utility to export entity/use code mapping information as an Excel spreadsheet before you upgrade to the latest version of AvaTax for Microsoft Dynamics 365 for Finance and Operations, and then use the utility to import that spreadsheet and restore mapping once you've upgraded
  • AvaTax is now compatible with Microsoft Dynamics 365 for Finance and Operations up to 10.0 PU30

Changed

  • You can now use Avalara tax codes mapped to item sales tax groups for purchase invoices via the Tax Code Mapping utility
  • Return orders now use the entity/use code from the original sales order transaction during tax calculation
  • Increased the size of the log error text block in the Batch Address Validation utility
  • System integration document

Fixed

  • Fixed the issue that caused an error while saving a customer in the Entity/Use Code Mapping utility
  • Fixed the issue that prevented the record count from being updated after each batch address validation process
  • Corrected the batch address validation messages that display when the configuration for address validation wasn't enabled
  • Fixed the issue where sales tax wasn't getting calculated after inserting or updating an entity/use code on a sales order
  • Fixed the issue that caused the error "Please provide use tax liability \ use tax GL debit account" even if AvaTax was not configured for consumer use tax
  • Fixed the issue that caused incorrect payment amounts at the time of payment processing when transactions are partially shipped
  • Fixed the issue where purchase invoices showed in the AvaTax reconciliation utility as sales orders when consumer use tax calculation wasn't enabled
  • Fixed the issue that caused the error message "Vendor is not available for tax calculation" when customer wasn't using the tax group code AVATAX
  • Fixed the issue that caused the error "Transaction has no lines that are discounted." when using header level discounts
  • Fixed the issue where free text invoices committed to AvaTax even if there was a posting error in Microsoft Dynamics 365 for Finance and Operations
  • Fixed the issue that caused the tax amount to show as a balance due when using the credit card payment method
  • Fixed the issue that prevented sales tax from being calculated automatically if the customer has a credit limit
  • Fixed the issue that caused a negative amount to show in AvaTax when the charges amount was set to a percentage

April 12, 2019

Version 8.1, Platform Update 20, release 810020.11.0002.000v2   

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

AvaTax for Microsoft Dynamics 365 for 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 for 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 for 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 for 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

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 for 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 [Release notes from development]

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