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How do I give a user permission to use Avalara in Sage 300?

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Overview

You want to know how to give a user access to Avalara functions in Sage 300, such as AvaTax AR Invoice Batch.

Environment

Sage 300

Resolution

  • Go to Administrative Services:
    • In Security Groups: Create a Security Group ID and check all boxes for "Sage 300 ERP Sales Tax Powered by AvaTax"
    • In User Authorizations: Pull up the user, assign that Security Group ID on the line labelled "Sage 300 ERP Sales Tax Powered by AvaTax"