Avalara AvaTax for Salesforce CPQ Release Notes Archive

AvaTax for Salesforce CPQ (2018 releases)

Release 1.2.2

Changed

Fixed

Fixed an issue with address validation requests, now if there is an error we display only the error without blank address fields
Fixed an issue where Quotes were being posted to AvaTax as Uncommitted Sales Invoice transactions, they are no longer being posted

Release 1.2.1

Changed

Improved messages displayed when a company that's missing address details is selected from the available company list

Release 1.2

New

Added automatic tax calculation functionality on quotes
Added tax calculation functionality for Order Management and Advance Order Management
Added address validation functionality for Order Management and Advance Order Management
Added tax status and AvaTax message fields on quotes and orders
Added the ability to disable saving transactions to AvaTax for Order Management and Advance Order Management

Changed

Fixed

Fixed issue where company codes were duplicated every time Test Connection was clicked

Release 1.1.1

Fixed

Release 1.1

Added subsidiaries/multi-entity functionality so you can now calculate sales tax for offices in multiple offices

Added field length restrictions in Custom Settings. The State field is now restricted to 3 characters and the Country field is restricted to 2 characters

Release 1.0

AvaTax integration for Salesforce CPQ
Validate addresses to ensure that the address is formatted correctly for AvaTax to calculate accurate sales tax
Exempt customers from sales tax using exemption certificate numbers and entity/use codes at the account level
Calculate sales tax on a transaction using the shipping or billing address in the quote. If these addresses aren't available, AvaTax uses the account's shipping or billing address for sales tax calculation.
Calculate sales tax on a transaction without committing it in AvaTax
Manage item taxability using Avalara tax codes