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Avalara AvaTax for Salesforce Sales Cloud Release Notes

Read the release notes to learn about the latest additions, changes, and fixes to AvaTax for Salesforce Sales Cloud.

AvaTax for Salesforce Sales Cloud Opportunities

AvaTax for Salesforce Sales Cloud release 5.27.0.0, August 8, 2018  [Release notes from development]

New

  • Added a custom setting to disable trigger

Changed

  • Moved "Use Billing address for Tax Calc" to Tax calculation section on configuration page
  • Removed deprecated fields from configuration page

Fixed

  • Fixed an issue where currency in Salesforce (Opportunity/Quote/Order) did not match with currency in AvaTax
  • Deprecated 'Create Company' page from the package
  • Fixed an issue where Line Number in AvaTax document was starting at 0 instead of 1

AvaTax for Salesforce Sales Cloud release 5.26.0.0, February 27, 2018  [Release notes from development]

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

Older releases


AvaTax for Salesforce Sales Cloud Orders

AvaTax for Salesforce Sales Cloud release 5.13.0.0, February 27, 2018  [Release notes from development]

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

Older releases

AvaTax for Salesforce Sales Cloud Quotes

AvaTax for Salesforce Sales Cloud release 5.20.0.0, February 27, 2018  [Release notes from development]

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

Older releases