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Configure AvaTax Account

This article applies to:Connector for Workday

The Avalara Configuration utility allows you to configure the AvaTax account.

Steps

  1. In the search bar, type intsys:ava. The Search Results page displays all the Avalara-supported utilities.
  2. Click the Avalara Configuration link.
  3. On the View Integration System page, browse down to the Integration Attributes.
  4. The Avalara Configuration consists of multiple attributes listed under the Integration Attributes.
     
    Attributes Descriptions
    Avalara Service URL
    • It allows you to map/ select the Sandbox or Production account.
    • It is a mandatory attribute.
    Use same tax entities for customer and supplier
    • If Yes is selected, then the generic tax structure entities will be created in Workday for the Customer and Supplier.
    • If No is selected, then the different tax structure entities will create for Customer and Supplier.
    • It is an optional attribute.
    Process the Customer Invoice Type as SalesOrder
    • It allows you to select the list of Invoice Types in the field of Attribute Value column.
    • The listed Invoice Types are considered as a sales order and are not be posted to the AvaTax.
    • It is an optional attribute.
    Do not calculate Tax for this Customer Invoice Type
    • It allows you to select the Invoice Types in the field of Attribute Value column.
    • The Tax Calculation for the selected Invoice Types are restricted.
    • It is an optional attribute.

    Note: If you are already using this option and if you have upgraded the AvaTax connector to v3.1 or higher, you must set this configuration again.

    Sold to Customers Primary address to be used as Destination Address when Ship To is not available
    • If Yes is selected, and the customer Ship To address is unavailable on the transaction, then the sold to customer Primary Address will be considered as a Destination Address.
    • If No is selected, then the below fallback steps is followed. The address fallback is:
    • If address at line level is unavailable, then the header Ship-To address will be considered.
    • If Ship-To address is unavailable on a header, then the Bill-To address will be considered as a destination address.
    • If no address available on the transaction, then AvaTax will display an error.
    • It is an optional attribute.
    Account Number / Username
    • It allows you to enter the AvaTax Account Number or Username.
    • It is a mandatory attribute.
    License Key / Password
    • It allows you to enter the AvaTax License Key or Password.
    Avalara Company Code
    • It allows you to enter the AvaTax Company Code.
    • The transaction will be posted to the AvaTax Company under the mapped Company Code.
    • It is a mandatory attribute.
    Note: The user must map the AvaTax Company Code on the Workday Company's Company_Reference_ID field.
    Worktags_Reference_ID_Type
    • It is used to pass the worktag value in Itemcode / taxcode. The user needs to select the itemcode / taxcode value as "SalesItemIdentifier- Worktag" in order to add worktag with SalesItemIdentifier.
    • It is an optional attribute.
    Commit Transaction in AvaTax
    • The default value is No, and if Yes is selected, then the transaction will be saved as committed status in the AvaTax.
    • If No is selected, then the transaction will be saved as an uncommitted status in the AvaTax.
    • It is an optional attribute.
    Item Code (Customer Invoice)
    • Select the field with the value to pass to AvaTax as ItemCode. If no selection is made, the product's Revenue_Category_ID will be used as default value.
    • It is an optional attribute.
    Tax Code (Customer Invoice)
    • Select the field with the value to pass to AvaTax as Item Code.
      If you do not select any value, the product's Revenue_Category_ID will be used as default value
    • It is an optional attribute.
    Item Code (Supplier Invoice)
    • Select the field with the value to pass to AvaTax as ItemCode.
      If you do not select any value, the product's SpendCategory will be used as default value.
    • It is an optional attribute.
    Tax Code (Supplier Invoice)
    • Select the field with the value to pass to AvaTax as TaxCode.
      If you do not select any value, the product's SpendCategory will be used as default value.
    • It is an optional attribute.

    Address usage tag to find ship from address in Location Worktag

    • Select an address usage type (for example: Ship From, Shipping) from the drop-down list.
      Note: This attribute is used to identify address from Location Worktag and map for ‘Ship From’ on Invoice Lines. 
    • It is an optional attribute.
    Purchase item to be use to enter vendor billed tax amount
    • Select purchase item from list or create new purchase item that will be used to enter vendor billed amount on supplier invoice.
    • It is an optional attribute.
    Override Avalara Tax date with selected date
    • Select Invoice Received Date or Adjustment Received Date from the drop-down list to enable AvaTax map Invoice Received Date or Adjustment Received Date from Supplier Invoice or Supplier Invoice Adjustment to Avalara Tax Date.
    • If nothing is selected, Invoice Date or Adjustment Date in Workday Document is by default mapped to Avalara Tax Date.
    • It is an optional attribute.
  5. To edit/update the Avalara Configuration settings, click the Actions button (Action icon.png) and navigate to Integration System > Configure Integration Attributes.
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