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Download, add, or delete transaction and service pairs

The Transaction Service pairs are downloaded from the Avalara for Communications (AFC) portal.   

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Note

Bundle T/S pair created on the AFC portal will not be available in the Microsoft Dynamics 365 Finance and Operations by default. You must manually create the bundle T/S pair in your Microsoft Dynamics 365 Finance and Operations environment.

 

Download transaction service pairs

  1. In Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax for Communications > Utilities > Transaction Service Data.
  2. Select Download from AFC.

Manually add transaction service pairs

Add a transaction service pair manually to synchronize the transaction service pairs in AFC with the transaction service pairs in Microsoft Dynamics 365 Finance and Operations.

  1. In Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax for Communications > Utilities > Transaction Service Data.
  2. Select New.
  3. Specify the following parameters in the new transaction service pair record:

    T/S Pair description

    Enter a description for the new T/S pair.

    Transaction type

    Enter a transaction type. 

    Service type

    Enter a service type.

    Market type

    Select a market type from the list:

    • Long Distance
    • Wireless
    • Local
    • Sales & Use
    • International
    • Core
    • VoIP
    • TV
    • Natural Gas
    • Satellite

    Interface type

    Select an interface type from the list:

    • Telecom
    • SAU
    • Both (Telecom and SAU)

    Input type

    Select an input type from the list:

    • Charge
    • Lines
    • Locations 
    • Minutes 
    • Charge and Minutes
    • Charge, Lines, and Minutes
    • Charge, Lines, Locations, and Minutes 

    IsBundle

    Choose whether to bundle multiple products or services into a single line item, using only one Transaction/Service type for the bundle.

    Product offerings by telecommunication companies sometimes include a grouping of services into a special price for competitive and/or other strategic reasons. The grouping of services is called “bundling.” 

    Taxes calculated for bundled transactions are calculated for each transaction/service pair defined within the bundle. Brackets and other logic are applied to the transaction as a whole rather than individual line items. 

    Transaction Description

    Enter a transaction description.

    Service Description

    Enter a service description.

  4. Select Save.

Delete transaction service pairs

  1. In Microsoft Dynamics 365 Finance and Operations, go to Modules > Avalara AvaTax for Communications > Utilities > Transaction Service Data.
  2. Select a transaction service pair, and then select Delete.

 

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