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Avalara AvaTax for Salesforce Sales Cloud Release Notes Archive

This article applies to:AvaTax for Salesforce Sales Cloud

AvaTax for Salesforce Sales Cloud Opportunities

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

February 27, 2018

Release 5.26.0.0  

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Opportunity button from the Opportunity layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature

December 19, 2017

Release 5.25.1.0 

Changed

  • Updated AvaTax for Salesforce Sales Cloud Opportunities to use the latest Salesforce Sales Cloud API, resolving  Salesforce Sales Cloud API compatibility issues

Fixed

  • Fixed the issue where product descriptions greater than 2048 characters caused errors and failure when calculating tax

August 16, 2017

Release 5.25.0.0

  • AvaTax for Salesforce Sales Cloud Opportunity release is now Lightning ready 
  • A Salesforce Sales Cloud transaction for Canada now displays GST/HST, TPS, and Tax Rate for each line
  • Renamed Do you want Automatic Tax calculation to Re-calculate tax upon invoice editing in Avalara Configuration 
  • AvaTax for Salesforce Sales Cloud considers only the first 25 characters of an exemption number
  • Fixed the error that occurred while calculating sales tax for a product without a product code. When a product code is missing, Salesforce Sales Cloud now sends the product name to AvaTax.  
  • Fixed the error that occurred while calculating sales tax for transactions with invalid addresses  
  • Fixed the issue where the transaction wasn't committed to AvaTax when Finalize Opportunity was clicked 
  • Fixed the issue where the line total amount was incorrect when the line quantity was more than 1
  • Fixed the issue where the shipping tax wasn't updated after the shipping and handling charges were updated on a transaction 

March 14, 2017

Release 5.24.0.0

  • To display the Account Number from Salesforce Sales Cloud as the Customer Code in AvaTax, ensure that: 
    • Use Account Name for Cust Identification option in Avalara Settings is disabled
    • Account Number field is not blank
  • To exempt a customer, add the Exemption Number in Account Detail. For more information, see Exempt Customers from Sales Tax.
  • Separate address fields Billing Contact and Shipping Contact for calculating of sales tax in Opportunity
  • If the number of products is more than 300, the sales tax details for the product aren't displayed on the product line item
  • Fixed the issue where the last validated date and time details weren't displayed after address validation
  • Fixed the issue where the existing address was replaced by the validated address even when the Keep Address as Entered button was clicked
  • Fixed the issue where the shipping tax was displayed even after the details were removed from the transaction

October 15, 2016

Release 5.23.0.0

  • Fixed the County field length issue. View the county name even if the length is more than 15 characters.
  • Fixed address validation issue
  • Fixed the "The Post Install Script failed" error during installation/upgrade of the integration package
  • Fixed the issue where the Tax Now Status changed to Sales Tax Current when adding a product to an invoice

August 16, 2016

Release 5.22.0.0

  • Spaces are now allowed in the Company Code field in Avalara Settings
  • You now receive a message if you click Test Connection and any of the fields are blank
  • Write and execute a unit test case

June 30, 2016

Release 5.21.0.0

  • Revised button names:
    • Changed Create Company to Create Company in AvaTax
    • Changed Create Tax Profile to Create Tax Profile in AvaTax
  • Now you receive a message if the ServiceURL is empty or incorrect when you click Test Connection
  • The Active Avalara Setting in Avalara Settings is now automatically enabled after the package is updated

April 29, 2016

Release 5.20.0.0

  • If you've enabled the Do you want Automatic Tax Calculation option in Avalara Settings, a message is displayed in Avalara Status and Tax Now Status when you save/refresh a transaction with invalid information
  • The Customer Name is now truncated to 50 characters
  • An error message is displayed if you don't specify the Service URL before you click Test Connection

March 3, 2016

Release 5.19.0.0

  • AvaTax for Salesforce Sales Cloud will now retain only the latest 10 messages in the Recent UserMessages list. These are system generated messages based on user activity

February 3, 2016

Release 5.18.0.0

  • A self-provisioning feature lets new users create an AvaTax account and company with trial plan of 30 days without any assistance. On the Avalara Setup Assistant page, click Sign up
  • Added Create Tax Profile button in Avalara Configuration to aid in setting up your tax profile
  • Added Create Company button in Avalara Configuration to aid in setting up a new company in your AvaTax account
  • Fixed an issue where the tax calculated for invoices automatically failed to revise the Tax Now Status and Avalara Status
  • Some browser issues may be caused by the browser itself. Hence, we recommend that you keep your browser up to date and ensure that:
    • Your version of Internet Explorer is 9 and above
    • If you are using Safari, ensure that the Cookies and website data option is selected as Always allow. To confirm this setting, open your Safari browser and go to Gear > Preferences > Privacy.

December 4, 2015

Release 5.17.0.0

  • You can now click Test Connection and validate your company code
  • You can now add and validate County details in an address
  • You can choose either Tax override or Do you want automation tax calculation option in the Avalara settings
  • The Nontaxable option for a new Quote is automatically selected if the same is selected in the parent Opportunity
  • You can now calculate tax on a transaction without an item code

September 30, 2015

Release 5.16.0.0

  • Added Input VAT functionality. You can now enable Input VAT verification on an invoice.
  • Now, you can choose to send the product code or UPC to AvaTax to control product taxability
    • By default, the product code is sent to AvaTax
    • To enable UPC functionality, go to Avalara Config page and select UPC
    • To add a UPC for a product, go to Products, select a product and add the UPC
  • In the Configuration page, TaxNowSettings Details is renamed to Avalara under AvaTax configuration
  • To return validated address in uppercase, enable Return address in upper case option available Avalara configuration
  • The item code from Salesforce Sales Cloud is now truncated to 50 characters

April 30, 2015

Release 5.14.0.0

  • Added Tax Override functionality. To override a tax amount, enable the Allow Tax Override option. This utility is available via the TaxNowSetting details under AvaTax configurations. 

November 21, 2014

Release 5.13.0.0

  • Fixed an issue with tax calculations performed after cloning the opportunity

August 14, 2014

Release 5.12.0.0

  • Added a checkbox on the configuration page to map tax codesHoverTT.png, shipping tax codes, and entity use codesHoverTT.png
  • Fixed decimal-point issue so you can see two decimal places

AvaTax for Salesforce Sales Cloud Orders

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

February 27, 2018

Release 5.13.0.0 

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Order button from the Orders layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature

December 19, 2017

Release 5.12.1.0   

Fixed

  • Fixed the issue where product descriptions greater than 2048 characters caused errors and failure when calculating tax

August 16, 2017

Release 5.25.0.0

  • AvaTax for Salesforce Sales Cloud Opportunity release is now Lightning ready 
  • A Salesforce Sales Cloud transaction for Canada now displays GST/HST, TPS, and Tax Rate for each line
  • Renamed Do you want Automatic Tax calculation to Re-calculate tax upon invoice editing in Avalara Configuration 
  • AvaTax for Salesforce Sales Cloud considers only the first 25 characters of an exemption number
  • Fixed the error that occurred while calculating sales tax for a product without a product code. When a product code is missing, Salesforce Sales Cloud now sends the product name to AvaTax.  
  • Fixed the error that occurred while calculating sales tax for transactions with invalid addresses  
  • Fixed the issue where the transaction wasn't committed to AvaTax when Finalize Opportunity was clicked 
  • Fixed the issue where the line total amount was incorrect when the line quantity was more than 1
  • Fixed the issue where the shipping tax wasn't updated after the shipping and handling charges were updated on a transaction 

March 14, 2017

Release 5.11.0.0

  • To display the Account Number from Salesforce Sales Cloud as the Customer Code in AvaTax, ensure that: 
    • Use Account Name for Cust Identification option in Avalara Settings is disabled
    • Account Number field is not blank
  • To exempt a customer, add the Exemption Number in Account Detail. For more information, see Exempt Customers from Sales Tax.
  • Separate address fields Billing Contact and Shipping Contact for calculating of sales tax in Opportunity 
  • If the number of products is more than 300, the sales tax details for the product aren't displayed on the product line item
  • Fixed the issue where the last validated date and time details weren't displayed after address validation
  • Fixed the issue where the existing address was replaced by the validated address even when the Keep Address as Entered button was clicked
  • Fixed the issue where the shipping tax was displayed even after the details were removed from the transaction

October 15, 2016

Release 5.10.0.0

  • Fixed the County field length issue. View the county name even if the length is more than 15 characters.
  • Fixed address validation issue
  • Fixed the "The Post Install Script failed" error during installation/upgrade of the integration package
  • Fixed the issue where the Tax Now Status changed to Sales Tax Current when adding a product to an invoice

August 16, 2016

Release 5.9.0.0

  • Spaces are now allowed in the Company Code field in Avalara Settings
  • You now receive a message if you click Test Connection and any of the fields are blank
  • You can now write and execute a unit test case

June 30, 2016

Release 5.8.0.0

  • Revised button names:
    • Changed Create Company to Create Company in AvaTax
    • Changed Create Tax Profile to Create Tax Profile in AvaTax
  • Now you receive a message if the ServiceURL is empty or incorrect when you click Test Connection 
  • The Active Avalara Setting in Avalara Settings is now automatically enabled after the package is updated 

April 29, 2016

Release 5.7.0.0

  • If you've enabled the Do you want Automatic Tax Calculation option in Avalara Settings, a message is displayed in Avalara Status and Tax Now Status when you save/refresh a transaction with invalid information
  • The Customer Name is now truncated to 50 characters
  • You can now finalize an order without adding contract details
  • An error message is displayed if you don't specify the Service URL before you click Test Connection

March 3, 2016

Release 5.6.0.0

  • AvaTax for Salesforce Sales Cloud will now retain only the latest 10 messages in the Recent UserMessages list. These are system generated messages based on user activity.

February 3, 2016

Release 5.5.0.0

  • A self-provisioning feature lets new users create an AvaTax account and company with trial plan of 30 days without any assistance. On the Avalara Setup Assistant page, click Sign up.
  • Added Create Tax Profile button in Avalara Configuration to aid in setting up your tax profile
  • Added Create Company button in Avalara Configuration to aid in setting up a new company in your AvaTax account
  • Fixed an issue where the tax calculated for invoices automatically failed to revise the Tax Now Status and Avalara Status
  • Some browser issues may be caused by the browser itself. Hence, we recommend that you keep your browser up to date and ensure that:
    • Your version of Internet Explorer is 9 and above
    • If you are using Safari, ensure that the Cookies and website data option is selected as Always allow. To confirm this setting, open your Safari browser and go to Gear > Preferences > Privacy

December 4, 2015

Release 5.4.0.0

  • You can now click Test Connection and validate your company code
  • You can now add and validate County details in an address
  • You can now choose either Tax override or Do you want automation tax calculation option in the Avalara settings
  • The Nontaxable option for a new Quote is automatically selected if the same is selected in the parent Opportunity
  • You can now calculate tax on a transaction without an item code

September 30, 2015

Release 5.3.0.0

  • Added Input VAT functionality. You can now enable Input VAT verification on an invoice.
  • Now, you can choose to send the product code or UPC to AvaTax to control product taxability.
    • By default, the product code is sent to AvaTax
    • To enable UPC functionality, go to the Avalara Config page and select UPC
    • To add a UPC for a product, go to Products, select a product and add the UPC
  • In the Configuration page, TaxNowSettings Details is renamed to Avalara under AvaTax configuration
  • AvaTax now returns validated address in uppercase
  • The item code from Salesforce Sales Cloud is now truncated to 50 characters

January 29, 2015

Release 5.2.0.0

December 31, 2014

Release 5.1.0.0

  • AvaTax integration for Salesforce Sales Cloud Order

AvaTax for Salesforce Sales Cloud Quotes

This integration package is in "sustaining" mode. This means there are no new versions planned, and current versions won't be enhanced. Any issues identified will only be fixed on an as-needed basis.

February 27, 2018

Release 5.20.0.0 

New

  • You can now use workflow rules and apex triggers to enable automatic tax calculation

Changed

  • Removed the Finalize Quotes button from the Quotes layout
  • Removed the following from the Avalara Configuration Settings page:
    • Save Transaction as a Commit on AvaTax
    • Re-calculate Tax Upon Invoice Editing
    • Finalized Status/Stage
  • Renamed Save Transaction as a Uncommit on AvaTax to Submit Sales Tax as SalesOrder on the Avalara Configuration page

Fixed

  • Fixed the issue causing a high number of GetTax calls by removing the previous automatic tax calculation feature

December 19, 2017

Release 5.19.1.0  

Changed

  • Updated AvaTax for Salesforce Sales Cloud Quotes to use the latest Salesforce Sales Cloud API, resolving  Salesforce Sales Cloud API compatibility issues

Fixed

  • Fixed the issue where product descriptions greater than 2048 characters caused errors and failure when calculating tax

August 16, 2017

Release 5.19.0.0

  • AvaTax for Salesforce Sales Cloud Opportunity release is now Lightning ready 
  • A Salesforce Sales Cloud transaction for Canada now displays GST/HST, TPS, and Tax Rate for each line
  • Renamed Do you want Automatic Tax calculation to Re-calculate tax upon invoice editing in Avalara Configuration 
  • AvaTax for Salesforce Sales Cloud considers only the first 25 characters of an exemption number
  • Fixed the error that occurred while calculating sales tax for a product without a product code. When a product code is missing, Salesforce Sales Cloud now sends the product name to AvaTax.  
  • Fixed the error that occurred while calculating sales tax for transactions with invalid addresses  
  • Fixed the issue where the transaction wasn't committed to AvaTax when Finalize Opportunity was clicked 
  • Fixed the issue where the line total amount was incorrect when the line quantity was more than 1
  • Fixed the issue where the shipping tax wasn't updated after the shipping and handling charges were updated on a transaction 

March 14, 2017

Release 5.18.0.0

  • To display the Account Number from Salesforce Sales Cloud as the Customer Code in AvaTax, ensure that: 
    • Use Account Name for Cust Identification option in Avalara Settings is disabled
    • Account Number field is not blank
  • To exempt a customer, add the Exemption Number in Account Detail. For more information, see Exempt Customers from Sales Tax.
  • Separate address fields Billing Contact and Shipping Contact for calculating of sales tax in Opportunity 
  • If the number of products is more than 300, the sales tax details for the product aren't displayed on the product line item
  • Fixed the issue where the last validated date and time details weren't displayed after address validation
  • Fixed the issue where the existing address was replaced by the validated address even when the Keep Address as Entered button was clicked
  • Fixed the issue where the shipping tax was displayed even after the details were removed from the transaction

October 15, 2016

Release 5.17.0.0

  • Fixed the County field length issue. View the county name even if the length is more than 15 characters.
  • Fixed address validation issue
  • Fixed the "The Post Install Script failed" error during installation/upgrade of the integration package
  • Fixed the issue where the Tax Now Status changed to Sales Tax Current when adding a product to an invoice

August 16, 2016

Release 5.16.0.0

  • Spaces are now allowed in the Company Code field in Avalara Settings.
  • You now receive a message if you click Test Connection and any of the fields are blank.
  • You can now write and execute a unit test case.

June 30, 2016

Release 5.15.0.0

  • Revised button names:
    • Changed Create Company to Create Company in AvaTax.
    • Changed Create Tax Profile to Create Tax Profile in AvaTax.
  • Now you receive a message if the ServiceURL is empty or incorrect when you click Test Connection.
  • The Active Avalara Setting in Avalara Settings is now automatically enabled after the package is updated.

April 29, 2016

Release 5.14.0.0

  • If you've enabled the Do you want Automatic Tax Calculation option in Avalara Settings, a message is displayed in Avalara Status and Tax Now Status when you save/refresh a transaction with invalid information.
  • The Customer Name is now truncated to 50 characters.
  • An error message is displayed if you don't specify the Service URL before you click Test Connection.

March 3, 2016

Release 5.13.0.0

  • AvaTax for Salesforce Sales Cloud will now retain only the latest 10 messages in the Recent UserMessages list. These are system generated messages based on user activity.

February 3, 2016

Release 5.12.0.0

  • A self-provisioning feature lets new users create an AvaTax account and company with trial plan of 30 days without any assistance. On the Avalara Setup Assistant page, click Sign up.
  • Added Create Tax Profile button in Avalara Configuration to aid in setting up your tax profile.
  • Added Create Company button in Avalara Configuration to aid in setting up a new company in your AvaTax account.
  • Fixed an issue where the tax calculated for invoices automatically failed to revise the Tax Now Status and Avalara Status.
  • Some browser issues may be caused by the browser itself. Hence, we recommend that you keep your browser up to date and ensure that:
    • Your version of Internet Explorer is 9 and above.
    • If you are using Safari, ensure that the Cookies and website data option is selected as Always allow. To confirm this setting, open your Safari browser and go to Gear > Preferences > Privacy.

December 4, 2015

Release 5.11.0.0

  • You can now click Test Connection and validate your company code.
  • You can now add and validate County details in an address.
  • You can choose either Tax override or Do you want automation tax calculation option in the Avalara settings.
  • The Nontaxable option for a new Quote is automatically selected if the same is selected in the parent Opportunity.
  • You can now calculate tax on a transaction without an item code.

September 30, 2015

Release 5.10.0.0

  • Added Input VAT functionality. You can now enable Input VAT verification on an invoice.
  • Now, you can choose to send the product code or UPC to AvaTax to control product taxability
    • By default, the product code is sent to AvaTax.
    • To enable UPC functionality, go to Avalara Config page and select UPC.
    • To add a UPC for a product, go to Products, select a product and add the UPC.
  • In the Configuration page, TaxNowSettings Details is renamed to Avalara under AvaTax configuration.
  • AvaTax now returns validated address in uppercase.
  • The item code from Salesforce Sales Cloud is now truncated to 50 characters.

May 6, 2015

Release 5.9.0.0

  • Added Tax Override functionality. To override a tax amount, enable the Allow Tax Override option. This utility is available via the TaxNowSetting details under AvaTax configurations. 

September 15, 2014

Release 5.8.0.0

  • Added a checkbox on the configuration page to let you map tax codesHoverTT.png, shipping tax codes, and entity use codesHoverTT.png.
  • Fixed decimal-point issue so you can see two decimal places.

August 14, 2014

Release 5.7.0.0

  • Address validation works whether or not you enable the Country/State pick list.
  • Fixed a problem in which the Last Validated field on the Quote page was not updated when you validated an address.
  • Fixed a problem in which the Tax Now Status changed to Sales Tax Not Current whenever you refreshed a page or added products.

 

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