Sage 100 ERP Sales Tax

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1 Sage 100 ERP Sales Tax User Guide Version Revision date: 01/28/2013 Avalara may have patents, patent applications, trademarks, copyrights, or other intellectual property rights governing the subject matter in this document. Except as expressly provided in any written license agreement from Avalara, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property Avalara, Inc. All rights reserved. Avalara, AvaTax Calc, AvaTax Returns, AvaTax Cert and AvaRates are either registered trademarks or trademarks of Avalara, Inc. in the United States or other countries. All other trademarks are property of their respective owners.

2 Sage 100 ERP Sales Tax Version User Guide Contents Overview... 4 AvaTax Account Activation... 4 Activate Account... 4 Set Up Your Company Tax Profile... 7 Connect to AvaTax... 9 Installing AvaTax Additional Sage 100 Standard ERP Steps AvaTax Options Warehouse AvaTax Connect Address Validation Utility AvaTax Connect Tax Schedule Update Utility Multiple Ship-To Addresses Customer Sales Tax information Tax Exemption Assigning a Tax Class to Items Item Information Sales Tax Class Processing Transactions Sales Order Main Sales Order Entry Header Tab Sales Order Main Invoice Data Entry Header Tab Addresses Tab Lines Tab Totals Tab Sales Order > Shipping > Shipping Data Entry Lines Tab Shipping Tab Accts Receivable Main Invoice Data Entry Header Tab Lines Tab Totals Tab Job Cost > Job Billing > Job Billing Data Entry Main Tab Avalara Inc. All rights reserved.

3 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Adding the AvaTax Customer Type Field to the Proper Form Example Windows Appendix B: Code Changes AvaTax / 4.20 / 4.30 Sage 100 ERP (Revision 2 Adaptor) Program and Library Changes AvaTax 4.40 Sage 100 ERP (Revision 2 Adaptor) Program and Library Changes Avalara Support Avalara Inc. All rights reserved.

4 Sage 100 ERP Sales Tax Version User Guide Overview Overview The purchase of Sage 100 ERP Sales Tax by Avalara provides your organization with access to the AvaTax Calc service, including sales tax calculation for all US states and territories and all Canadian provinces and territories (including GST, PST, and HST). This activation guide identifies the process to select AvaTax as your organization s sales tax solution, and activate the AvaTax Calc service with Sage 100 ERP. The Sage 100 ERP Sales Tax by Avalara Install Guide provides direction for the following elements: Activating your organization s AvaTax account Activating your organization s AvaTax Calc service within Sage 100 ERP Configuring Sage 100 ERP to use the AvaTax Calc service AvaTax Account Activation Activate Account After completing your organization s order with Avalara, you will receive an from support@avalara.com with a confirmation of your order. The provides access information to the AvaTax Admin Console, including the following information: AvaTax Admin Console URL Username Temporary Password AvaTax Service Order details Avalara Inc. All rights reserved. Page 4 of 69

5 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation To activate your organization s AvaTax Account, go to the AvaTax login page ( and log in using the username and password provided in the above referenced . On the following Activate Account page, reset your password for your account security. On the Activate Account > Accept MSA page, read and accept the Avalara Master Services Agreement (MSA). If you need a colleague or business consultant to review the MSA before accepting, click on the icon to send them a link to the MSA. Click Accept to continue. Avalara Inc. All rights reserved. Page 5 of 69

6 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation On the Account Activated page, print or save a copy of the Avalara MSA for your records. Also, make sure to write down your credentials to connect your accounting system to the AvaTax Calc service. Avalara does not store these credentials, so you need to file these within your records. Click Next to continue to the AvaTax Admin Console Get Started page. Avalara Inc. All rights reserved. Page 6 of 69

7 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation Set Up Your Company Tax Profile The AvaTax Admin Console is a secure website, and your credentials access functionality and information specific to your organization. Once you ve activated your account and clicked Next in the previous step, you will be logged into the Admin Console. Use the Get Started link under the Home tab of the Admin Console at any time to return to this page for company profile revisions. Click the triangle icon to expand the company tax profile setup section. Avalara Inc. All rights reserved. Page 7 of 69

8 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation A series of steps and videos walk you through what you need to do to get up and running with AvaTax. If you need assistance at any time, contact your AvaTax GoLive Consultant at golive@avalara.com. Avalara Inc. All rights reserved. Page 8 of 69

9 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation Connect to AvaTax Click the triangle icon next to Connect to AvaTax to expand the section. Click the Software Connector icon to download your AvaTax ERP connector. Select the product you wish to download. Avalara Inc. All rights reserved. Page 9 of 69

10 Sage 100 ERP Sales Tax Version User Guide AvaTax Account Activation Select the version of the accounting/erp software your company is currently using. Depending on your browser, a download prompt appears. Save the zip file to your local drive. Avalara Inc. All rights reserved. Page 10 of 69

11 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Installing AvaTax Prior to installing the Sage 100 ERP Sales Tax integration, it is important to first have your organization s Sage 100 ERP partner or consultant review the code changes featured in Appendix A to ensure that there is no code overlap with any other developer enhancement or extended solution you are already using. If there is overlap, then one or both of the solutions may require modification in order for them to work together. First, extract the contents of the downloaded ZIP file and make the contents of the package available to execute on the server hosting Sage 100 ERP. Make sure all Sage 100 ERP users are logged out and the application itself is not open. On the Sage 100 ERP server, run the Sage 100 ERP integration.exe file. Click Next to continue. Read and accept the AvaTax End-User License Agreement, then click Next. Avalara Inc. All rights reserved. Page 11 of 69

12 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Ensure that the appropriate path to your Sage 100 ERP runtime directory is selected and then click Install. The Install Wizard will notify you upon completion of the install. Click Finish to complete the install process. Avalara Inc. All rights reserved. Page 12 of 69

13 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Additional Sage 100 Standard ERP Steps The following steps are required for Sage 100 ERP Standard users. First, locate and copy the AvaTax folder in the Sage 100 ERP runtime folder. Paste the folder directly to the C: drive on each workstation. Avalara Inc. All rights reserved. Page 13 of 69

14 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Open the AvaTax folder on the workstation and run the register_for_com.bat file. Avalara Inc. All rights reserved. Page 14 of 69

15 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax AvaTax Options The new screens added by the AvaTax installation process are located in Sage 100 ERP > Modules > Library Master > Setup, which can be accessed in the Home options list on the left side of Sage 100 ERP s main menu. Some Sage 100 Standard ERP customers will see the following error when first opening the AvaTax Options menu: Avalara Inc. All rights reserved. Page 15 of 69

16 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax This can be remedied by going to Library Master > Main > Role Maintenance. Select the administrative role you are logged in as, and add access to the Avalara tasks under Library Master. These are found in Library Master > Reports/Forms and Library Master > Setup Options. Check the boxes for the AvaTax entries, and click Accept to save. In the AvaTax Options menu, enter your Account Number End User License Key URL Tax Schedule ( AVATAX should be displayed) Avalara Inc. All rights reserved. Page 16 of 69

17 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax AvaTax Freight Code tax codes can be entered in the Freight Code field. This code will be passed to the AvaTax Calc service with any amount entered in the freight field of a transaction. This field must be populated. If it is left blank, AvaTax will not be able to properly calculate freight amounts. Once this information is entered, Avalara recommends testing your account s connection to the AvaTax Calc service by clicking the Avalara button near these fields. This should be done from the server and from each workstation. Prior to completing this step, you may find your users have trouble accessing the screens that Sage Sales Tax integrates with, i.e. sales order or customer maintenance. Your primary company address should be entered in the address fields in the lower half of the window. The company address can be validated by clicking the Avalara button the address fields. to the right of Avalara Inc. All rights reserved. Page 17 of 69

18 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Warehouse The Warehouse menu allows you to provide and validate specific address information for each warehouse you maintain. The addresses entered here are used as the origin address in tax calculations. If these fields are left blank, the primary company address entered in the AvaTax Connect Options window will be used as the origin address. To access the warehouse menu, click the Whse button. Avalara Inc. All rights reserved. Page 18 of 69

19 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax The following menu is displayed. Click the magnifying glass button to select a warehouse location. Enter the appropriate address for the selected code, and then click the Avalara button to validate the location s address. Click the Accept button to finish recording the address. Repeat these steps for all warehouse codes that are used on transactions and have an address other than the primary company address. Avalara Inc. All rights reserved. Page 19 of 69

20 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax AvaTax Connect Address Validation Utility The AvaTax Connect Address Validation Utility runs existing customer and vendor addresses through AvaTax address validation. It can be accessed by going to Library Master > Setup > AvaTax Connect Address Validation. The following table lists the functions of each option. Field Scan and Report Scan, Fix and Report Customer Addresses Vendor Addresses Customer Ship To Addresses Vendor Purchase Addresses Customer Number Vendor Number Description Reviews and validates selected addresses, then returns report of successfully validated address ID s and lists any address IDs returning an error message. Does not update address records. Reviews and validates selected addresses, updates records with validated results, and returns a report listing addresses IDs that were updated. The report also lists address IDs that could not be updated because validation failed, along with reasons for the failure. Enables/disables validation of primary customer addresses Enables/disables validation of primary vendor addresses Enables/disables validation of associated ship-to addresses for each customer Enables/disables associated purchase addresses for each vendor Defines range of customers to validate Defines range of vendors to validate Click the Proceed button to continue. Avalara Inc. All rights reserved. Page 20 of 69

21 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax AvaTax Connect Tax Schedule Update Utility The AvaTax Connect Tax Schedule Update Utility provides automated functionality to update the tax schedule found on Sage 100 ERP Customer Cards. It can be accessed by going to Library Master > Setup > AvaTax Connect Tax Schedule Update. The following table lists the functions of each option. Field Scan and Report Scan, Update and Report Print Tax Codes and Exemptions Description Returns a report of tax schedules currently assigned to customers. This option does not update any records. Reviews and updates selected records and returns a report of changes made If selected, tax codes and exemptions that were present on customer records prior to running the update are listed on the report returned. Avalara Inc. All rights reserved. Page 21 of 69

22 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Field AvaTax Tax Schedule Description This selection determines what tax schedule the utility sets customer tax schedules to. AVATAX is standard. AVATAXPOD should be used only when you want to force destination sourcing for a customer s tax calculations, i.e, if you will be delivering goods in a company truck or performing services onsite. When selected, it uses the customer address as both origin and destination in the tax calculation. Customer Number Country Code AVATAXPOS should be used for point of sale situations, where you want calculation to be based on your company or warehouse address. When selected, it uses your company or warehouse address as both origin and destination in the tax calculation. Selects range of customer records to update, using the Starting and Ending fields to define parameters Selects range of countries to update customer for, using the Starting and Ending fields to define parameters Click the Proceed button to continue. Avalara Inc. All rights reserved. Page 22 of 69

23 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Customers The AvaTax Calc service uses information stored in Sage 100 ERP Customer Maintenance cards to direct the sales tax calculation for your Sage 100 ERP application. The Customer Maintenance card can be accessed by going to Modules > Accounts Receivable > Main > Customer Maintenance. The following window is displayed. Avalara Inc. All rights reserved. Page 23 of 69

24 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Address Validation Address Validation allows the customer's address to be matched to a United States Postal Service standard. This functionality ensures that any local jurisdictions are considered for calculation. In the Customer Maintenance window, click the magnifying glass button List. to open the Customer Select a client, then click the Select button to continue. Avalara Inc. All rights reserved. Page 24 of 69

25 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax The main Customer Maintenance window will display the selected customer s information. Click the Avalara button to validate the customer address. A confirmation message will appear, indicating a successful validation. Click the OK button to continue. Avalara Inc. All rights reserved. Page 25 of 69

26 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Multiple Ship-To Addresses To add a shipping address, click the Primary Ship To hyperlink on the right side of the Customer Maintenance menu. The Customer Ship-To Address Maintenance menu is displayed. Here, you can add new addresses. Click the Avalara button to validate the address. Avalara Inc. All rights reserved. Page 26 of 69

27 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax Customer Sales Tax information Sales tax information assigned to the customer or address record determines how tax is calculated for transactions created for them. The tax schedule and exemptions associated with a primary customer address can be found on the right side of the main customer maintenance tab. Avalara Inc. All rights reserved. Page 27 of 69

28 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax The tax schedule and exemptions associated with a customer ship to address can be found at the bottom of the Customer Ship-To Address Maintenance window. Click the magnifying glass button by the Schedule field to look up and select tax schedules. Avalara Inc. All rights reserved. Page 28 of 69

29 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax The following menu is displayed. Click the AVATAX Tax Schedule option, then the Select button. This identifies this customer as an AvaTax customer. When this customer is used to generate a sales or billing document in Sales Transaction Entry, the appearance of the AVATAX Tax Schedule indicates that the AvaTax Calc service will generate the tax calculation. Tax Exemption To add a tax exemption, click the Exemptions button by the Schedule field. Avalara Inc. All rights reserved. Page 29 of 69

30 Sage 100 ERP Sales Tax Version User Guide Installing AvaTax The Tax Exemptions Maintenance menu will appear. Here, you can enter exemption numbers at the City, County, Local City, Local County, and State levels. Please note that while Sage 100 ERP supports partial exemptions in this window, Avalara does not. The native Sage 100 ERP tax engine can exempt a customer for some of the listed tax codes, but not others. The AvaTax tax engine, however, requires that all exemption numbers be populated for all codes listed here to exempt a customer. If you have a need for partial exemptions, they can be handled via an entity/use code and a custom rule, but not by only partially populating this window. NOTE: You can also use the ECMS functionality of the Avalara Admin Console to manage exemptions. Avalara Inc. All rights reserved. Page 30 of 69

31 Sage 100 ERP Sales Tax Version User Guide Assigning a Tax Class to Items Assigning a Tax Class to Items Item Information Sales Tax Class Sage 100 ERP Sales Tax uses native Sage 100 ERP item taxability via the Tax Class field associated with your items. Assigning a tax class of TX to an item indicates that it is taxable, and assigning a tax class of NT indicates that it is nontaxable. This can be done on the Item Record in inventory maintenance so that it applies every time an item is sold, and can also be changed on the fly at the line level of your transactions. To assign tax class to an item, go to Inventory Management > Main, > Inventory Maintenance. Click the magnifying glass button and select the desired item. After selecting an item, click the Options tab. Avalara Inc. All rights reserved. Page 31 of 69

32 Sage 100 ERP Sales Tax Version User Guide Assigning a Tax Class to Items Click the magnifying glass button to select a Tax Class. Select a Tax Class from the Sales Class menu, and click Accept. Avalara Inc. All rights reserved. Page 32 of 69

33 Sage 100 ERP Sales Tax Version User Guide Assigning a Tax Class to Items The change will be indicated in the Options tab. NOTE: AvaTax Pro subscribers have access to AvaTax System Tax Codes that are eight (8) characters in length. To associate them to your Sage 100 ERP items, you must use Item Mapping as outlined in the AvaTax Admin Console. Please designate Sage 100 ERP items with a TX Tax Class, which permits Item Mapping to take precedence. The AvaTax system tax code. Item numbers entered in the Admin Console must match their listing in Sage 100 ERP. Items of the Miscellaneous type must be entered with a forward slash. Avalara Inc. All rights reserved. Page 33 of 69

34 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Processing Transactions The AvaTax integration captures sales transaction information from five different sources in Sage 100 ERP: Sales Order > Main > Sales Order Entry Sales Order > Main > Invoice Data Entry Sales Order > Main > Shipping Data Entry Accts Receivable > Main > Invoice Data Entry Job Cost > Job Billing > Job Billing Data Entry Sales Order Main Sales Order Entry Avalara Inc. All rights reserved. Page 34 of 69

35 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Header Tab Click the Next Order No. button. The order date selected on the Header tab is utilized as the tax calculation date for the order. In the new order, the Tax Schedule field must be set to one of the AvaTax tax schedules for the AvaTax Calc service to calculate sales tax. The field will default to the schedule entered in the Tax Schedule field in the Customer card. The Customer PO field is captured for reporting. It can also be used to trigger certain types of exempt customer calculations. Avalara Inc. All rights reserved. Page 35 of 69

36 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Addresses Tab The Address, ZIP code, city, State and County fields are captured by the AvaTax Calc service. The Avalara button allows address change and validation at any time. Lines Tab Each line in the Lines tab is captured. Quantity is captured from the Ordered field, while extended amount is captured from the Extension field. Totals Tab Clicking the Totals tab triggers tax calculation. Avalara Inc. All rights reserved. Page 36 of 69

37 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Amounts entered in the Freight Amount field on the Totals tab are captured and included in the tax calculation for the transaction. Tabbing off of this field after entering an amount will trigger tax recalculation. Additionally, tax can be calculated by clicking the Avalara button. Avalara Inc. All rights reserved. Page 37 of 69

38 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Clicking the Tax Detail button at the upper-right area of the menu gives details of the tax calculation. Click OK in the Tax Detail menu to return to the Sales Order Entry menu. Exemptions can be entered or altered at any point during processing to change taxability. Click Accept in the Sales Order Entry menu to save the order. Avalara Inc. All rights reserved. Page 38 of 69

39 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Sales Order Main Invoice Data Entry Once accessed, the following menu will appear. Please note that several transaction types can be processed from this menu, including credits, debits and sales receipts. Header Tab Click the Next Order No. button. In the new order, the Sales Tax Schedule field must be set to AVATAX for the AvaTax Calc service to calculate sales tax. The Invoice Date field s data is captured for reporting as well as the tax calculation date. The Customer PO field is captured for reporting. It can also be used to trigger certain types of exempt customer calculations. Avalara Inc. All rights reserved. Page 39 of 69

40 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Addresses Tab The Avalara button allows address change and validation at any time. Lines Tab Each line captured in the Lines tab is captured. Quantity and extended amount are also captured for tax calculations. Totals Tab Clicking the Totals tab triggers tax calculation. Amounts entered in the Freight field in the totals tab are captured and included in the tax calculation for the transaction. Tabbing off of this field after entering an amount will trigger tax recalculation. Additionally, tax can be recalculated by clicking the Avalara button. Clicking the Tax Detail button at the upper-right area of the menu gives details of the tax calculation. Click OK in the next menu to return to the Sales Order Entry menu. Avalara Inc. All rights reserved. Page 40 of 69

41 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Click Accept to save the invoice. Sales Order > Shipping > Shipping Data Entry Select an existing batch or open a new batch. Select the orders you want to ship. Avalara Inc. All rights reserved. Page 41 of 69

42 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Lines Tab The amount in the Shipped field is captured and included in the tax calculation for the transaction. Avalara Inc. All rights reserved. Page 42 of 69

43 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Shipping Tab The Ship To Address is captured and included in the tax calculation for the transaction. Avalara Inc. All rights reserved. Page 43 of 69

44 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Accts Receivable Main Invoice Data Entry Header Tab Click the Next Order No. button. In the new order, the Tax Schedule field must be set to AVATAX for the AvaTax Calc service to calculate sales tax. Click a customer by clicking the magnifying glass button. Adding CM to the end of the invoice number will change it from an invoice to a credit memo. Avalara Inc. All rights reserved. Page 44 of 69

45 Sage 100 ERP Sales Tax Version User Guide Processing Transactions The Invoice Date field s data is captured for reporting date as well as the tax calculation date. The Customer PO field is captured for reporting purposes. It can also be used to trigger certain types of exempt customer calculations. Lines Tab Each line item captured in the Lines tab is captured and considered for tax calculation. Quantity, extended amount, and tax class are also captured for tax calculations. Totals Tab Clicking the Totals tab triggers tax calculation. Amounts entered in the Freight field on the totals tab are captured and included in the tax calculation for the transaction. Tabbing off of this field after entering an amount there will trigger tax recalculation. Additionally, tax can be calculated by clicking the Avalara button. Avalara Inc. All rights reserved. Page 45 of 69

46 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Clicking the Tax Detail button at the upper-right area of the menu gives details of the tax calculation. Click Accept to save the invoice. The transaction will be recorded in AvaTax as uncommitted. Avalara Inc. All rights reserved. Page 46 of 69

47 Sage 100 ERP Sales Tax Version User Guide Processing Transactions Job Cost > Job Billing > Job Billing Data Entry Main Tab If checked, the Calculate Sales Tax box in the Job Masterfile Maintenance window will enable tax calculation in Billing Data Entry. Avalara Inc. All rights reserved. Page 47 of 69

48 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Appendix A: Avalara Customer Type Field The AvaTax Customer Type field is a user-defined field (UDF) that can be added to Sage 100 ERP screens using the Custom Office module. It is used to specifically pass entity/use codes for calculation. Most customers do not need to ever use this field. If a customer can or cannot be exempt based on product or situation, this field can be used to change the exemption behavior. The Custom Office module must be installed and properly registered before the following steps can be completed. Check the modules and registration tabs in the Library Master Setup System Configuration menu to see if Custom Office is listed. To create and define the AvaTax Customer Type field: 1. On the Custom Office Main menu, choose User Defined Field and Table Maintenance. 2. Expand the Accounts Receivable module. 3. Click the A/R Customer Master table and click Edit Fields to access the User-Defined Fields window. 4. Click the Add option at the right side of the window. Avalara Inc. All rights reserved. Page 48 of 69

49 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 5. In the A/R Customer : Add Field window, configure the following fields as shown: Field Name: AVA_CUST_TYPE (the system will add a unique identifier to the name) Source: Manual Entry 6. Click OK to save the changes. 7. In the A/R Customer Master : Add Field window, configure the following fields as shown: Control Type: Multi-Line Data Type: String Maximum Length: 10 Caption: Ava Cust Type Avalara Inc. All rights reserved. Page 49 of 69

50 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 8. Click OK to save the changes. Click OK again in the subsequent Customizer pop-up window. The user-defined fields are updated and the User Defined Field and Table Maintenance window will appear. 9. Repeat steps 1 through 8 above to add the same user defined field to the: Accounts Receivable module A/R Invoice Header table Sales Order module SO Sales Order Header table Sales Order module SO Invoice Header Avalara Inc. All rights reserved. Page 50 of 69

51 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field When adding the field to SO Sales Order Header and SO Invoice Header tables in the Add Field window in Step 5, you ll need to configure the data source differently so that the Customer type data is pulled from Customer Master. In the SO Sales Order Header window, configure the following fields as shown: Field Name: AVA_CUST_TYPE Source: Business Object Business Object: SO_SalesOrder_Bus Data Source: CustomerNo Column: UDF_AVA_CUST_TYPE Once you are finished, click OK to save your changes.. Avalara Inc. All rights reserved. Page 51 of 69

52 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field In the SO Invoice Header window, configure the following fields as shown: Field Name: AVA_CUST_TYPE Source: Business Object Business Object: SO_Invoice_bus Data Source: CustomerNo Column: UDF_AVA_CUST_TYPE Once you are finished, click OK to save your changes. Close the User-Defined Field and Table Maintenance window when finished. Avalara Inc. All rights reserved. Page 52 of 69

53 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Adding the AvaTax Customer Type Field to the Proper Form Adding the AvaTax Customer Type field to the proper forms is a two-step process. First, a field box is added and defined. Then the field name label is added and defined. Note that the field and label can be placed anywhere convenient on the form. The AvaTax Customer Type field can be added to the following forms using the corresponding entry from the table dropdown list: AR Customer Maintenance PMAIN SO Sales Order Entry PHEADER SO Sales Order Invoice Entry PHEADER AR Invoice Data Entry PHEADER SO Shipping Data Entry PSHIPPING The instructions below detail adding the AvaTax Customer Type field to the AR Customer Maintenance form. Examples showing the Customer Type field on the other forms follow these instructions. Avalara Inc. All rights reserved. Page 53 of 69

54 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field To add a Field Box: 1. On the Custom Office Main menu, choose Customizer Selection. 2. Click the Accounts Receivable module to expand it. 3. Expand the Customer Maintenance task folder. Avalara Inc. All rights reserved. Page 54 of 69

55 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 4. Click the PMAIN button to open the Customizer Panel Selection window. Note that for other windows the selection will be different and the recommended selections are noted next to the window names on the previous page. 5. In the Customizer Panel Selection window, click Create a New Customized Form. 6. Click the All checkboxes next to the User and Company fields. Avalara Inc. All rights reserved. Page 55 of 69

56 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 7. Click OK to open the Customizer toolbar and the Customize: AR_CUSTOMER.M4L PMAIN [Main Folder] window. 8. Click the Add Field button from the Add an Item section of the Customizer toolbar. 9. Place the cursor in the empty space in the lower right hand corner of the Customize: AR_CUSTOMER window. Click and drag to form a rectangle. The User-Defined Field Selection window appears when the mouse button is released. Avalara Inc. All rights reserved. Page 56 of 69

57 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 10. Under AR_Customer _bus, click the MAIN folder. 11. Highlight UDF_AVA_CUST_TYPE and click the Select button. Avalara Inc. All rights reserved. Page 57 of 69

58 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 12. A new gray box will appear on the Customize: AR_CUSTOMER window. 13. Click the gray to access the Multi-Line Definition [UDF_AVA_CUST_TYPE] window. 14. In the Options tab, set the Width to 10 and the Height to A preview the box is displayed at the bottom of the window. 15. Click OK to save your changes. Avalara Inc. All rights reserved. Page 58 of 69.

59 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 16. Then, add a field name label. First, click the Add Text button from the Add an Item section of the Customizer toolbar. 17. Place the cursor to the left of the new gray outline box just added. Click and drag to form a rectangle. The Text Definition window will appear when the mouse button is released. Avalara Inc. All rights reserved. Page 59 of 69

60 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field 18. On the Main tab of the Text Definition window, set the Text field to AvaTax Customer Type. 19. On the Options tab of the Text Definition window, set the Width to 17 and the Height to Preview the text at the bottom of the window. 20. Click OK to save your changes. Avalara Inc. All rights reserved. Page 60 of 69

61 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field The new text will appear in the Customize: AR_CUSTOMER window. If necessary, reposition both the text and the field box by clicking and dragging. In the Customizer toolbar menu, click Panel >> Preview to preview the panel changes. In the Customizer toolbar menu, click Panel >> Save and then OK to clear the confirmation message. Closing either the Customizer toolbar or the Customize: AR_CUSTOMER window will close both windows. The field and field name are now added to the form. Avalara Inc. All rights reserved. Page 61 of 69

62 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field When you are finished adding the fields to all of the forms that you want to use them in, you will need to go to the Custom Office Utilities menu and do the following: 1. Click the Update Customized Panels to Current Level utility. Leave default selections of all Modules, Tasks, Companies, and Users as they are, and click OK to run. 2. Click the Rebuild Customizer Log, and click OK to run. Avalara Inc. All rights reserved. Page 62 of 69

63 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Example Windows Example of the AvaTax Customer Type field added to the AR Customer Maintenance panel: Avalara Inc. All rights reserved. Page 63 of 69

64 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Example of the AvaTax Customer Type field added to the SO Sales Order Entry panel: Avalara Inc. All rights reserved. Page 64 of 69

65 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Example of the AvaTax Customer Type field added to the SO Invoice Entry panel: Avalara Inc. All rights reserved. Page 65 of 69

66 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Example of the AvaTax Customer Type field added to the AR Invoice Data Entry panel: Avalara Inc. All rights reserved. Page 66 of 69

67 Sage 100 ERP Sales Tax Version User Guide Appendix A: Avalara Customer Type Field Example of the AvaTax Customer Type field added to the SO Shipping Data Entry panel: Avalara Inc. All rights reserved. Page 67 of 69

68 Sage 100 ERP Sales Tax Version User Guide Appendix B: Code Changes Appendix B: Code Changes AvaTax / 4.20 / 4.30 Sage 100 ERP (Revision 2 Adaptor) Program and Library Changes Program/Library Change JCWDCB Added lines 39 and JCWDDB Added lines 39, 1558, and 7052 JCWDDC Added lines 39, 8302, 10403, 10404, JCWUDA Added lines 39, 1093, and 5503 SWSTAX Added lines 39, 1011, and 2032 BCWTCB Added lines 36, 216, and 220 BCWTFA Moved line 220 to 221, Added lines 40, 216, and 220 AvaTax 4.40 Sage 100 ERP (Revision 2 Adaptor) Program and Library Changes Program/Library Change JCWDCB Added lines 39 and JCWDDB Added lines 39, 1558, and 7052 JCWDDC Added lines 39, 8302, 10403, 10404, JCWUDA Added lines 39, 1093, and 5503 SWSTAX Added lines 39, 1011, and 2032 Avalara Inc. All rights reserved. Page 68 of 69

69 Sage 100 ERP Sales Tax Version User Guide Avalara Support Avalara Support If you have questions, please contact Avalara Support with our toll free number (1-877) , option 2. Standard support hours are 7:00 a.m. to 4:00 p.m. Pacific, Monday through Friday. Requests for assistance can also be placed online via the AvaTax Admin Console ( ). Log in to the AvaTax Admin Console, and click Help or Chat from the Home tab. Avalara Inc. All rights reserved. Page 69 of 69